Top 4 Personality Traits of Successful Accountants

Two partners celebrating business success outsideDo you agree?

By Hitendra Patil
Accountaneur: The Entrepreneurial Accountant

For years, I have been interacting with accounting firm owners and partners day in, day out from firms of all sizes, all over the country, and catering to a wide variety of industries and professions.

MORE ON ENTREPRENEURIAL STRATEGY: Client Accounting Services Poised to Surge in Post-Corona World | 20 Ways to Grow Your Firm in 2020 | 3,771 Accountants Help Uncover CAS Success Secrets | A.I. vs. Auditors | How to Be Ready for Real Artificial Intelligence | How Accountants Can Ride the Artificial Intelligence Wave | Blockchain: What You Need to Know Now
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Some have been in practice for several years. Some are just starting. But all of them are seeking success at the top of their agenda.

Trending for 2020

…your firm in 10 steps. By Hitendra R. Patil and Jeffrey Lush See more by Hitendra Patil 8. Cutting Your QuickBooks Costs Are licenses getting too pricey? There’s a workaround….

Is Client Accounting Services Overhyped?

Source: CPA Trendlines Research

New CPA Trendlines study shows broad interest in CAS, but also widespread failures to achieve hoped-for goals.

By CPA Trendlines Research

Client Accounting Services (CAS), the full-menu offering of taking over many of a client’s routine internal bookkeeping chores, is fast emerging as an essential growth strategy for accounting firms across the nation, according to a new CPA Trendlines Research study, perhaps the broadest such study undertaken in the field so far.

Join the Survey. Get the Results: The questionnaire remains open and all participants receive a special topline executive summary of the results at no charge, just for joining the survey. Take the survey here.

But most firms admit they’re falling short of their financial and operational goals for CAS, illustrating the daunting challenges for accountants seeking to shift from traditional compliance services to the high-margin, fast-growth role of a so-called trusted advisor.


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.


A.I. vs. Auditors

How human-centric artificial intelligence will help. By Hitendra R. Patil and Eli Fathi Artificial intelligence is set to transform many professions. As AI shifts from news and hype, it will…