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The Paradigm Keeps Shifting

The Paradigm Keeps Shifting. Douglas Sleeter Founder & CEO The Sleeter Group. @dougsleeter. The Accounting Profession. Compliance. Advisory. The Pendulum Shifts Decade by Decade. Centralized LANs. Distributed Web Apps. Centralized Hosting. Hybrid SaaS & Mobile. Centralized

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The Paradigm Keeps Shifting

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  1. The Paradigm Keeps Shifting Douglas Sleeter Founder & CEO The Sleeter Group @dougsleeter

  2. The Accounting Profession Compliance Advisory

  3. The Pendulum Shifts Decade by Decade Centralized LANs Distributed Web Apps Centralized Hosting Hybrid SaaS & Mobile Centralized Mainframe Distributed PC

  4. Security Software Live Data

  5. Most Trusted Advisor Reimagined

  6. Efficiency Gains in Compliance Driving the Profession Towards Advisory Services Advisory Compliance

  7. The New Paradigm Advisory CLIENT ROLE: Customer Focused “Run the Business” Operations Inventory POS Employee Management Some (but less) “bookkeeping” ACCOUNTANT ROLES: ADVISORY: Technology Consulting Business Process Consulting CFO Services KPI Analytics Business Planning Tax Planning COMPLIANCE: Bookkeeping (Outservicing) Payroll (Automated) Sales Tax Financial Statements Audit Tax Prep (Automated) Client Compliance

  8. Discussion

  9. What is your role? ? What do you want it to be?

  10. Trusted Servant?

  11. Most Trusted Advisor?

  12. 68% 38% Service GAP What SMBS Want What SMBs Get

  13. Discussion

  14. Get closer to clients Dive deep on solutions

  15. Without Trust Nothing Else Works

  16. When Clients Trust You, They Implement your recommendations Refer you more business Pay you more, and pay faster Forgive mistakes Treat you like a Partner

  17. The Trusted Advisor Uses many tools Gains certifications Is vendor neutral

  18. Doug’s Rules of Vendor Neutrality Clients come first, last, and always Products come and go, but the accountant-client relationship is life-long. Don't be intoxicated by Brochureware Build Your Brand First Loan it to vendors, but only after deep scrutiny, client-by-client.

  19. The Trusted Advisor Uses accountant-centric tools Productizes their service

  20. Think Outservice, not Outsource

  21. The Trusted Advisor Has a toolkit Specializes in market niches

  22. Filtering the noise

  23. success Leading clients to success

  24. Remainingrelevant

  25. Discussion

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