Judy Trepeck on How to Think Beyond Accounting, with Steven Sacks

Clients need so much more than basic accounting & write-up.

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With Steven Sacks
The NEW Fundamentals

Armed with the latest technologies, accountants can do more than ever – faster, better, and cheaper. But too many accountants are missing the biggest opportunity that technology creates, according to Judy Trepeck, long a leading figure in the profession.

MORE from STEVEN SACKS: Bill Reeb: New Rules for the COVID Era | Is Your Message Open to Interpretation? |  Effective Communications in the Age of COVID | Why Proper Communication Is Critical | How to Create Effective Internal Communications | How to Select Your Firm’s Board | Trust Is a Key Organizational Ingredient | Real Influence Vs. Immediate Gratification | Fake It ‘Til You Make It: An Ultimate Goal? | 4 Ways to Boost Job Satisfaction | Have You Gauged Your Staff’s Enthusiasm? | Why Knowledge Maintenance Is Key
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In her conversation with Steven Sacks, Trepeck, currently senior vice president for customized training at the Michigan state CPA society,  outlines how CPAs can go beyond basic accounting to provide more value-added services. It requires experience, talent, ambition, and, maybe most of all, intuition.

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Trepeck provides a framework for any accountant to add advisory services to their menu of offerings.

Some of the key takeaways and the full transcript:


3,771 Accountants Help Uncover CAS Success Secrets

Small firms find a new revenue stream.

By Hitendra Patil

Fresh insights are emerging from CPA Trendlines’ new survey, “Client Accounting Services: Trends, Issues & Opportunities.”

Join the 8-minute survey. Get the answers. You will receive, for free, the topline executive summary of the survey findings, just for participating in this survey.

It is possibly one of the largest CAS surveys ever, with 3,771 (and counting) accountants responding to the survey.