the future of accounting services is now!
TRANSCRIPT
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© Roberto Dias Duarte
The future of accounting services is now!
7 steps to high value business partner
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© 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
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© 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
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© Roberto Dias Duarte
Region Industry
Size Tax
Entrepreneurial maturation
What is a niche?
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© Roberto Dias Duarte
NICHE = slice of market with the same pains
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© Roberto Dias Duarte
Maturity entrepeneurship level
5%
15%
80%
Strategic mindset
Tactical mindset
Operacional mindset
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© Roberto Dias Duarte
Techonlogy adoption cicle
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© Roberto Dias Duarte
Level 1 - Compliance
Level 2 - performance
Level 3 - strategic
Valu
e
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 competitionAutomationLow value
High valueSpecilalized
Generalist
Humanized
Valued Services levels depends on the niche
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© 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
![Page 10: The future of accounting services is now!](https://reader031.vdocument.in/reader031/viewer/2022030318/5a648ff57f8b9a46568b4cf7/html5/thumbnails/10.jpg)
© Roberto Dias Duarte
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© Roberto Dias Duarte
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© 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
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© 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
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© Roberto Dias Duarte
Presentation
Elaboration of reports
Data processing
Data collect
Valu
e
Tradicional Business model
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© Roberto Dias Duarte
B2B by envelope
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© Roberto Dias Duarte
integrated files
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© Roberto Dias Duarte
Valu
e
New Business Model
Presentation
Elaboration of reports
Data processing
Data collect
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© Roberto Dias Duarte
Desktop ERP in your client
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© Roberto Dias Duarte
on-line
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© Roberto Dias Duarte
UK
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© Roberto Dias Duarte
Brazil
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© Roberto Dias Duarte
USA
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© Roberto Dias Duarte
Cloud ERP (Digital Accounting)
Cloud ERP Cloud
Accounting
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© Roberto Dias Duarte
Cloud “envelope"
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© Roberto Dias Duarte
Digital BPO
Cloud ERP Cloud Accounting
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© Roberto Dias Duarte
ONLINE/DIY Accounting Services
DIGITAL/OMNI Accounting Services
Customer Experience maturity levels
Traditional accounting Business model
CUSTOMER CENTRIC
PROCESS CENTRIC
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© Roberto Dias Duarte
Business Model Entrepeneurship maturity
Techonlogy adoption
Accounting service level
B2B by envelope Operational ConservativesLaggards Compliance
Integrated Files Operational Pragmatics Compliance
Desktop ERP in your client TaticalStrategic Pragmatics Performance
Strategic
Online/DIY Accounting Operational Innovators Compliance
Cloud ERP (Saas) TaticalStrategic
InnovatorsPragmatics
PerformanceStrategic
Cloud “envelope" Operational Pragmatics Compliance
Digital BPO TaticalStrategic
InnovatorsPragmatics
PerformanceStrategic
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© 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
![Page 29: The future of accounting services is now!](https://reader031.vdocument.in/reader031/viewer/2022030318/5a648ff57f8b9a46568b4cf7/html5/thumbnails/29.jpg)
© Roberto Dias Duarte
News Articles Stories Events
Educated customer buys more and costs less
I’m the gardener of the knowledge tree
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© Roberto Dias Duarte
Visitor
Lead
Qualified lead
Opportunity Proposal
Negociation
Closed Refer
Top
Middle
Botton
Calm
Worried
InvestigantingComparator
Buyer
Advocate
Ma
rke
tin
gS
ale
s te
am
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© 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
![Page 36: The future of accounting services is now!](https://reader031.vdocument.in/reader031/viewer/2022030318/5a648ff57f8b9a46568b4cf7/html5/thumbnails/36.jpg)
© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© 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
![Page 40: The future of accounting services is now!](https://reader031.vdocument.in/reader031/viewer/2022030318/5a648ff57f8b9a46568b4cf7/html5/thumbnails/40.jpg)
© Roberto Dias Duarte
Sales process
Opening Investigation Capacity Demonstration
Obtaining Compromise
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© Roberto Dias Duarte
Value = benefit - cost Solution CostReduction of….
Costs Tax risk Labor risk Fines
Value
Increase of… Sales Profit Clients Performance
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© 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
![Page 43: The future of accounting services is now!](https://reader031.vdocument.in/reader031/viewer/2022030318/5a648ff57f8b9a46568b4cf7/html5/thumbnails/43.jpg)
© Roberto Dias Duarte
“Culture eats strategy for breakfast”Peter Drucker
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
Personas
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
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© Roberto Dias Duarte
Personas
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© Roberto Dias Duarte
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© Roberto Dias Duarte
Culture by Design
Purpose
Guidelines
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© Roberto Dias Duarte
Experiência extraordinária: gente aplicando a cultura