The future of accounting services is now!

1. © Roberto Dias Duarte The future of accounting services is now! 7 steps to high value business partner

2. © Roberto Dias Duarte Productivity = salary cost / revenue (+) REVENUE (-) COST (+)ENGAGEMENT Technology Business Model Process control Marketing strategy Solution/SPIN Selling Culture by design Customer Experience

3. © Roberto Dias Duarte 1. Discover the valued niche 2. Understand the persona 3. Innovate Business model 4. Implement content marketing 5. Deﬁne Services packages 6. Apply solution selling/spin selling 7. Change the culture: customer experience Roadmap to high value business partner

4. © Roberto Dias Duarte Region Industry Size Tax Entrepreneurial maturation What is a niche?

5. © Roberto Dias Duarte NICHE = slice of market with the same pains

6. © Roberto Dias Duarte Maturity entrepeneurship level 5% 15% 80% Strategic mindset Tactical mindset Operacional mindset

7. © Roberto Dias Duarte Techonlogy adoption cicle

8. © Roberto Dias Duarte Level 1 - Compliance Level 2 - performance Level 3 - strategic Value Strategic Planning Succession Planning Mergers & Acquisitions Business Advisory Outsourced CFO Analytics Forecasting Tax Assurance Accounting Technician Business Advisor Strategic Advisor "Mindset Determines Growth… disruption accelerates your thinking!" por L. Gary Boomer, Accountex 2017 High competition Automation Low value High value Specilalized Generalist Humanized Valued Services levels depends on the niche

9. © Roberto Dias Duarte 1. Discover the valued nicho 2. Understand the persona 3. Innovate Business model 4. Implement content marketing 5. Deﬁne Services packages 6. Apply solution selling/spin selling 7. Change the culture: customer experience Roadmap to high value business partner

10. © Roberto Dias Duarte

12. © Roberto Dias Duarte Stock audit Cashflow analisys Hire Lost Interest rates IRS Profit we can make the bureaucracy easier we can make you have more profit TAX Fines SME RetailCompliance Buy products Sell goods Customer Services bureaucracy tasks Costs Delays Bureaucracy Organize documents documents Strategic Planning Succession Planning Mergers & Acquisitions Business Advisory Outsourced CFO Analytics Forecasting Tax Assurance Accounting we can make you pay less taxes we can help you organize documents we can help you reduce your costs

14. © Roberto Dias Duarte Presentation Elaboration of reports Data processing Data collect Value Tradicional Business model

15. © Roberto Dias Duarte B2B by envelope

16. © Roberto Dias Duarte integrated files

17. © Roberto Dias Duarte Value New Business Model Presentation Elaboration of reports Data processing Data collect

18. © Roberto Dias Duarte Desktop ERP in your client

19. © Roberto Dias Duarte on-line

20. © Roberto Dias Duarte UK

21. © Roberto Dias Duarte Brazil

22. © Roberto Dias Duarte USA

23. © Roberto Dias Duarte Cloud ERP (Digital Accounting) Cloud ERP Cloud Accounting

24. © Roberto Dias Duarte Cloud “envelope"

25. © Roberto Dias Duarte Digital BPO Cloud ERP Cloud Accounting

26. © Roberto Dias Duarte ONLINE/DIY Accounting Services DIGITAL/OMNI Accounting Services Customer Experience maturity levels Traditional accounting Business model CUSTOMER CENTRIC PROCESS CENTRIC

27. © Roberto Dias Duarte Business Model Entrepeneurship maturity Techonlogy adoption Accounting service level B2B by envelope Operational Conservatives Laggards Compliance Integrated Files Operational Pragmatics Compliance Desktop ERP in your client Tatical Strategic Pragmatics Performance Strategic Online/DIY Accounting Operational Innovators Compliance Cloud ERP (Saas) Tatical Strategic Innovators Pragmatics Performance Strategic Cloud “envelope" Operational Pragmatics Compliance Digital BPO Tatical Strategic Innovators Pragmatics Performance Strategic

29. © Roberto Dias Duarte News Articles Stories Events Educated customer buys more and costs less I’m the gardener of the knowledge tree

30. © Roberto Dias Duarte Visitor Lead Qualified lead Opportunity Proposal Negociation Closed Refer Top Middle Botton Calm Worried Investiganting Comparator Buyer Advocate MarketingSalesteam

41. © Roberto Dias Duarte Value = benefit - cost Solution CostReduction of…. Costs Tax risk Labor risk Fines Value Increase of… Sales Profit Clients Performance

The future of accounting services is now!

Recomendados

Recomendados

Más contenido relacionado

Similar a The future of accounting services is now!

Similar a The future of accounting services is now! (20)

Más de Roberto Dias Duarte

Más de Roberto Dias Duarte (20)

Último

Último (20)

The future of accounting services is now!