Gaining (From) Your Clients' Trust  

Oleh:

Ferguson, Lindsay

Jenis: Article from Bulletin/Magazine
Dalam koleksi: Journal of Accountancy vol. 213 no. 5 (May 2012), page 38-43.
Topik: Career Advancement; Trust; Financial Planners; Guidelines; CPAs

Ketersediaan

Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.32 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada

Lihat Detail Induk

Isi artikel

For decades, CPAs in public practice have laid a foundation of trust with clients by competently handling confidential financial data and performing core services such as tax preparation. Today forward-thinking CPAs are building on that foundation, expanding their business offerings, nailing down new revenue streams and cementing a more profitable position as their clients' trusted business adviser (TBA). Practitioners and firms that embrace this role will be in the best position to emerge as the future leaders in the profession. The first, and most difficult, step in becoming a TBA is getting started. Successful transition into the TBA role requires that you institutionalize a method for this change. Here are six steps for making the transition: 1. Select. 2. Initiate. 3. Offer. 4. Accept. 5. Implement. 6. Assess. Becoming a trusted business adviser takes commitment, passion, patience, and hard work. The role will vary and evolve based on the current professional landscape and client needs.

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