{"id":17552,"date":"2019-09-16T08:00:17","date_gmt":"2019-09-16T13:00:17","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=17552"},"modified":"2023-08-22T11:08:49","modified_gmt":"2023-08-22T16:08:49","slug":"creating-your-tech-stack-to-deliver-advisory-services","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/creating-your-tech-stack-to-deliver-advisory-services\/","title":{"rendered":"Creating your tech stack to deliver advisory services"},"content":{"rendered":"<p>To be efficient with our time, provide <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tag\/advisory-services\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\" data-wa-link=\"body_tpotf\">advisory services<\/a> and give expert advice to our tax and accounting clients, our firm focuses on specific industries and software. For example, I focus on contractors and real estate investors that use <a href=\"https:\/\/quickbooks.intuit.com\/accountants\/products-solutions\/accounting\/quickbooks-online\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_accnt-qbo\">QuickBooks<\/a>\u00ae, while others work with medical professionals, land developers and spec home builders who also use QuickBooks. For tax preparation, we use Intuit\u00ae ProConnect\u2122 <a href=\"https:\/\/proconnect.intuit.com\/lacerte\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_lc\">Lacerte<\/a>\u00ae, as well as <a href=\"https:\/\/proconnect.intuit.com\/esignature-lacerte\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_esig-lc\">eSignature<\/a> for documents.<\/p>\n<p>Our company mission is to help business owners gain and keep financial control, and guide them to strategically pay the right amount of taxes each quarter. We charge a set fee, per quarter, for a bundled service that includes controller and CFO services, and tax planning. The CFO work includes advice and consulting services on various topics:<\/p>\n<ul>\n<li>How to review and read financials.<\/li>\n<li>How to use a dashboard (that includes important numbers and ratios) to make good decisions.<\/li>\n<li>Comparison of industry averages to company numbers.<\/li>\n<li>Advising the CEO to create annual income projections.<\/li>\n<li>Creating an annual budget.<\/li>\n<li>Advice on tax saving measures.<\/li>\n<li>Paying the right amount of taxes each quarter.<\/li>\n<\/ul>\n<p><b>Our Firm\u2019s Tech Stack<\/b><\/p>\n<p>The technology we use to get the job done includes the following:<\/p>\n<p>#1: Cloud computing: QuickBooks Online and QuickBooks Desktop (in QBox) are easy for us to access when we are ready to start our quarterly review process.<\/p>\n<p>#2: The <a href=\"https:\/\/apps.intuit.com\/app\/apps\/appdetails?shortName=tsheets&amp;locale=en-us\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_appTsheetsTimeTracking\">TSheets by QuickBooks<\/a> app to track our time by client and type of work. Here\u2019s how we enter our time:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-17665\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/TSheets.jpg?w=519\" alt=\"TSheets Time System\" width=\"519\" height=\"520\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/TSheets.jpg 519w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/TSheets.jpg?resize=150,150 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/TSheets.jpg?resize=300,300 300w\" sizes=\"auto, (max-width: 519px) 100vw, 519px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>#3: A Microsoft Excel checklist that is customized specifically for the client. This spreadsheet checklist helps us verify that all bank accounts, credit cards, loans and other items were reconciled properly, and no old transactions are lingering around as unreconciled. It also reminds us to verify that accounts receivable, accounts payable and payroll transactions are accurately recorded. Here\u2019s an example of a partially completed end-of-quarter accounting checklist. Each time a task is completed, the completing employee enters the date completed and their initials. Notes in red help to remind us why the item on the checklist isn\u2019t complete or if there was a problem that came up.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-17706\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Tech-Stack-Checklist-Newer-1.jpg\" alt=\"\" width=\"500\" height=\"564\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Tech-Stack-Checklist-Newer-1.jpg 500w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Tech-Stack-Checklist-Newer-1.jpg?resize=133,150 133w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Tech-Stack-Checklist-Newer-1.jpg?resize=266,300 266w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>#4: Financial reports get exported from QuickBooks into an Excel workbook, one tab per financial report.<\/p>\n<p>#5:\u00a0A dashboard is added to the first tab of the workbook that:<\/p>\n<ul>\n<li>Highlights and graphs important numbers, percentages and ratios.<\/li>\n<li>Includes industry averages.<\/li>\n<li>Compares industry averages to their numbers.<\/li>\n<\/ul>\n<p>Most small business owners love this page because it helps them understand where they stand, and how they compare to other businesses of the same size in the same industry. Here\u2019s a <a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Monthly-Analysis-2.pdf\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\">typical dashboard<\/a> (clickable PDF) we use to give a client a quick snapshot of where their numbers end up at the end of each month. This presentation is exceptionally helpful to our visual clients.<\/p>\n<p>#6: Projections are updated and compared to actuals, and added to a separate tab in the same workbook. Business owners in certain industries, such as remodeling contractors, interior designers, home builders and net entrepreneurs like colorful representation of numbers and graphs. If you work with clients that are good with numbers and don\u2019t need colors and graphs, you may be better off giving them a standard budget vs actual report. Here\u2019s a typical projections\/budget vs. actual spreadsheet for a remodel contractor with an annual projection of $3 million in sales.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-17667\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Budget-vs-Actual-Report.jpg?w=640\" alt=\"\" width=\"640\" height=\"516\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Budget-vs-Actual-Report.jpg 926w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Budget-vs-Actual-Report.jpg?resize=150,121 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Budget-vs-Actual-Report.jpg?resize=300,242 300w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Budget-vs-Actual-Report.jpg?resize=768,620 768w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Budget-vs-Actual-Report.jpg?resize=700,565 700w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Budget-vs-Actual-Report.jpg?resize=740,597 740w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Budget-vs-Actual-Report.jpg?resize=720,581 720w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>#7: We email the business owner the Excel workbook and a <a href=\"https:\/\/calendly.com\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_calendly\" target=\"_blank\">Calendly<\/a> link, letting them know it\u2019s time to review the financials and we\u2019d like to set up a meeting. Calendly is a calendaring app that makes it easy for our clients to compare their accountant\u2019s calendar with their own, and choose a time that works best for both parties. Calendly syncs with our Google calendars and reminds us 30 minutes before we are scheduled to talk to a client, and again five minutes before the meeting.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-17669\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Email-Template.jpg?w=640\" alt=\"Email Template\" width=\"640\" height=\"544\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Email-Template.jpg 902w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Email-Template.jpg?resize=150,127 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Email-Template.jpg?resize=300,255 300w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Email-Template.jpg?resize=768,652 768w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Email-Template.jpg?resize=700,594 700w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Email-Template.jpg?resize=740,628 740w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Email-Template.jpg?resize=720,611 720w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>#8: Since most of clients are located outside of our geographic area, we use <a href=\"https:\/\/www.join.me\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_joinme\" target=\"_blank\">Join.me<\/a> to enable our client to connect with us in our office for a meeting on our screens. When they connect to our computers for the meeting, we know we are looking at the same thing at the same time. We not only go over financials and give them financial advice; we also use the scheduled meeting time (generally one hour) to connect and ask about future plans, goals and changes they anticipate in the next quarter, including personas changes if we do their individual return. Having this knowledge can cut down on research and implementation time; you will think of them as you learn about current procedures, new tax rules and even business opportunities that fit their goals. Here\u2019s what they see when we share screens:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-17580\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Web-Meeting-Example.jpg?w=471\" alt=\"Web Meeting Example\" width=\"471\" height=\"302\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Web-Meeting-Example.jpg 471w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Web-Meeting-Example.jpg?resize=150,96 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/09\/Web-Meeting-Example.jpg?resize=300,192 300w\" sizes=\"auto, (max-width: 471px) 100vw, 471px\" \/><\/p>\n<p>#9: During the meeting, our accountants type up notes in the notes section of the Excel workbook about things that were discussed and action items to be taken. The notes include things like:<\/p>\n<ul>\n<li>Large ticket fixed assets that will be purchased before year-end.<\/li>\n<li>Advice given to the client based on their financials.<\/li>\n<li>Changes to budget or projections.<\/li>\n<li>Call to action items.<\/li>\n<li>Explanation of events that have happened that affected the numbers that need to be kept in mind for future reviews.<\/li>\n<\/ul>\n<p>#10: Right before the meeting ends, the accountant emails the entire workbook, including the notes from the meeting, to the client.<\/p>\n<p>That\u2019s how we do it at our firm, but we know the process and tech stack is different for other firms, depending on your <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-firm-niches-you-may-have-overlooked\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-overlookedNiches\">niche<\/a>, number of <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/theres-no-i-in-team-investing-in-your-staff\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-noiinteaminvestingstaff\">staff<\/a> and other factors.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Get a step-by-step technology guide on how Karen Mitchell, CPA, works with her clients to provide advisory services.<\/p>\n","protected":false},"author":144648956,"featured_media":10713,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[646041873,116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[646041743],"class_list":["post-17552","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","category-practice-management"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - 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