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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 - PowerPoint PPT Presentation
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@do
ugsle
eter
The Paradigm Keeps Shifting
Douglas SleeterFounder & CEOThe Sleeter Group
@dougsleeter
www.
sleet
er.c
om @
sleet
ergr
oup
The Accounting Profession
ComplianceAdvisory
www.
sleet
er.c
om @
sleet
ergr
oup
1960-70s 1990s 2010s
The Pendulum Shifts Decade by Decade
CentralizedMainframe
DistributedPC
CentralizedLANs
DistributedWeb Apps
CentralizedHosting
HybridSaaS & Mobile
www.
sleet
er.c
om @
sleet
ergr
oup
Client COLLABORATION Accountant
Security
Software
Live Data
www.
sleet
er.c
om @
sleet
ergr
oup
ComplianceAdvisory
Efficiency Gains in ComplianceDriving the Profession Towards Advisory Services
www.
sleet
er.c
om @
sleet
ergr
oup
CLIENT ROLE:Customer Focused“Run the Business”Operations
InventoryPOSEmployee
ManagementSome (but less) “bookkeeping”
COMPLIANCE:Bookkeeping (Outservicing)Payroll (Automated)Sales TaxFinancial StatementsAuditTax Prep (Automated)
Compliance
Advisory
The New ParadigmACCOUNTANT ROLES:ADVISORY:Technology ConsultingBusiness Process ConsultingCFO ServicesKPI AnalyticsBusiness PlanningTax Planning
Client
www.
sleet
er.c
om @
sleet
ergr
oup
What isyour role? ?What doyou wantit to be?
www.
sleet
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om @
sleet
ergr
oup
68%What SMBSWant
WhatSMBsGet
38%ServiceG A P
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sleet
er.c
om @
sleet
ergr
oup
Get closer toclientsDive deep on solutions
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sleet
er.c
om @
sleet
ergr
oup
When Clients Trust You, TheyImplement your recommendationsRefer you more businessPay you more, and pay fasterForgive mistakesTreat you like a Partner
www.
sleet
er.c
om @
sleet
ergr
oup
The Trusted AdvisorUses many toolsGains certificationsIs vendor neutral
www.
sleet
er.c
om @
sleet
ergr
oup
1. Clients come first, last, and always2. Products come and go, but the accountant-
client relationship is life-long.3. Don't be intoxicated by Brochureware4. Build Your Brand First5. Loan it to vendors, but only after deep
scrutiny, client-by-client.
Doug’s Rules of Vendor Neutrality
www.
sleet
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om @
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oup
The Trusted AdvisorUses accountant-centric toolsProductizes their service
www.
sleet
er.c
om @
sleet
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The Trusted AdvisorHas a toolkitSpecializes in market niches