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1 Three Steps To Grow Your Bottom Line - Without Hiring More Staff Brought to you by

2 Introduction Accountants have typically seen growth as a double-edged sword. The thinking goes: Sure, I could grow my bottom line, but every path to growth also involves putting in more hours myself, hiring more staff and increasing my costs. Do I really need more complexity in my professional life? Enter the latest cloud technology. In the past, advances in technology have primarily helped accountants perform client engagements faster and easier. Now, for the first time, a new technology the cloud is actually creating new growth opportunities for accountants. Capitalizing on these opportunities lets you offer services that not only raise your bottom line, but also add value to your clients businesses and foster client loyalty. It s a win-win for both you and your clients. In this white paper, we ll discuss three ways that cloud technology can help increase the amount of money you make without requiring more time, effort, or staff. 2

3 1 Offer Existing Services More Profitably Utilize automated bank feeds: Manual data entry is time-consuming and error-prone. Most cloud solutions enable you to download bank and credit card transactions directly from providers. Write-up clients who write manual checks can reduce data entry time and minimize errors by 70% - 80%, and make bank reconciliation faster and easier. Reduce client errors: Client bookkeeping errors are the largest drain on productive time for most accountants. A truly professional cloud-based accounting system lets you work collaboratively with your clients, enabling you to customize the system for each client to give them access only to the functions they can perform, minimizing client errors. CPA Priorities For % Develop new offerings that expand the value provided to existing clients. 40% Update current offerings to remain competitive and attract new clients. Source: CPA.com s Innovation in Public Accounting Survey 2 Regain Services Lost to Competing Forces Payroll services: In the past, payroll was taken over by payroll service bureaus that had access to processing centers with massive computers that could automate complex payroll processing tasks. Accountants had no such tools. But now, the cloud has leveled the playing field. Cloud-based professional payroll systems created exclusively for accountants have completely automated payroll processing, and have even eliminated the need for accountants to do data entry or print checks in their offices. Accountants can now make payroll processing one of their most profitable services, and one that, unlike tax and accounting, requires little professional time and generates a perennial revenue stream. 3

4 3 Offer Services Clients Need and Value Bookkeeping and bill payment services: Ask your business clients if they like doing accounting. Given the choice, a significant percentage of small businesses would gladly outsource all of their accounting work to their accountants, provided it was cost-effective to do so. In the desktop era, it was difficult (and unprofitable) for accountants to do bookkeeping and bill payments for their clients. Today, the cloud makes offering bookkeeping and bill payment services highly profitable for accountants, because, with the right cloud-based accounting system, your staff can do what your clients staff currently does - only faster and more accurately, without leaving your office. By offering bookkeeping and bill payment services, you can generate 3-5 times more revenue from many of your clients for whom you currently only prepare financial statements - with even higher profit margins. Advisory services: Many small business clients are not very astute when it comes to managing their business finances. Until now, you couldn t provide them with the help they need to manage their cash flow and finances because you didn t have access to their real-time accounting data. Today, cloud solutions make it possible to access client data in real time, and professional cloud-based accounting systems offer many analytical tools, such as Alerts, Snapshots, Dashboards, and Performance Analysis features, to help you prepare budgets and manage clients cash flow, A/R, A/P, and other important business drivers. No Need for More Staff or New Clients A Word About Fees If you want to grow, it s imperative that you switch to a simple fixed fee model, if you haven t already done so. That s the only way you can monetize the increase in productivity and efficiency you ll realize. It s easy to do, and your clients will love it. Thanks to the cloud, you can boost your bottom line without increasing staff - you do it by performing existing services more efficiently to make time for additional services, and ensuring that most of these services need little of your scarce professional time. In addition, because the best candidates for these additional services are your existing accounting clients, you can grow your practice without acquiring any new clients. The cloud is enabling this once-in-a-generation growth opportunity, so don t miss it. As the thousands of accountants who have already taken advantage of these opportunities will confirm today, making more money is easier than ever. 4

5 GROWTH CASE STUDY How I (Painlessly) Grew My Practice by Jim Sosinski, CPA We are a public accounting firm that concentrates on the tax and compliance needs of small businesses. Our firm was never right on the leading edge of technology, but always eager to implement new technologies and processes that make office life easier, more efficient, and flat-out more fun. Manual processes just are not fun. Previously, all of our office work was the manual entry and processing of our client s work. Even clients that used Quicken or QuickBooks to write their checks were manually input to our system. Clients made so many errors that we found it more efficient to re-enter data rather than to try to clean up the messes clients would send us. When my previous software provider started offering an online version of their bookkeeping solution, I jumped right in, but wasn t happy with what I found: a cumbersome process to export and import data, and then having to update the client s online system to coordinate with my office system. I was still looking for that true collaboration. Also, the payroll processing module I was using left almost all of the steps in running the payroll as a manual process. Manually create and print the checks, manually create and transmit EFTPS files and direct deposit files, manually enter this data to the client s online portal. Too much work and too much room to make mistakes. I knew I had to make a change. Introducing a New Path in My Practice Sometime after the 2010 tax season, I decided to switch to AccountantsWorld. I began moving live bookkeeping clients to the Power Practice System, and payroll clients to Payroll Relief. By the end of 2011, we had moved over 100 clients to AccountantsWorld products. I can confidently say that it has been worth the work. Payroll is running effortlessly with no more manual processes. Everything is automated and, like Apple Computer products, it just works. And when I have suggestions for improvement, I see them being received with open ears and implemented. 5

6 GROWTH CASE STUDY I am now proud to show clients what My Software looks and feels like. I bring them to the Dashboard and watch their eyes light up. In 2012 we moved 100% of our clients to AW products. u Power Practice has enabled us to truly become the outsourced-cfo solution for small business. Basically most of our clients want to write checks and keep track of their checkbook balance. The Accounting Power program allows us to provide that solution to them. Our more sophisticated clients let us handle 100% of their bookkeeping and accounting work, and have a log in to just view what is happening. u While we re located in New Jersey, we have a Dairy Queen in Charlotte NC over 600 miles away for whom we are their outsourced CFO. On the other hand, we have a debt collection agency that moved right into our building so that we can be their full accounting department! u Because of the power of our system, we ve been able to acquire a very big new insurance client. We have just been engaged to be their outsourced CFO, and will be handling dozens of monthly commission payments totaling in the tens of thousands of dollars. u Because of our new streamlined efficiencies, we process client work in a fraction of the time that it used to take. It s the perfect combination of payroll and accounting power. Now we have the full automation of payroll AND everything integrates and imports right into Accounting Power. Hundreds of hours saved. u This efficiency allows us to process more work with less staff and virtually no errors. Other accountants in my area have told me they would need two additional staff members to handle the same level of work, which equates to about a $150,000 savings and more profit in my pocket. Power Practice has enabled my firm to be more efficient. Efficiency increases productivity. Productivity increases profitability. 56

7 Thank You for Reading Our Whitepaper About AccountantsWorld For over 15 years, AccountantsWorld has been a pioneer in cloud-based solutions for accountants. AccountantsWorld offers a fully integrated suite of innovative accounting, payroll, and practice management solutions that help accountants work collaboratively with clients to foster greater client loyalty and improve practice bottom lines. AccountantsWorld is also the only leading cloud solutions provider that puts Accountants First by never competing with accountants or selling services directly to their clients. For more information about any of the AccountantsWorld cloud-based solutions, please visit or call

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