Podcasts about hitendra patil

Randy Crabtree engages in an enlightening discussion with Hitendra Patil, seven-time Accounting Today Top 100 Most Influential Person, on Episode 183 of The Unique CPA. The President of Global F&A Services for Datamatics Business Solutions, Hitendra is an author and speaker who, like Randy, seeks to improve accounting as a whole. Highlighting the talent shortage and the evolving landscape of the profession amidst technological advancements and AI, Hitendra emphasizes the value of better narratives around the profession, especially as they relate to AI. He points at value pricing, client experience, outsourcing, and adapting business models as keys forward. Get the full show notes and more resources at TheUniqueCPA.com

On this special bonus episode of The Unique CPA, host Rob Brown from The Accounting Influencers Podcasts interviews prominent speakers of the upcoming Bridging the Gap Conference 2024, set to take place from July 22-24 in Rosemont, Illinois. Featured guests include Chad Davis, Roman Villard, Al-Nesha Jones, and Hitendra Patil, who share their backgrounds, insights about the accounting profession, and their excitement for the conference. They discuss their individual sessions, which range from exploring mental health and work-life balance to advanced automation and dealing with the accounting talent shortage. The episode provides useful tips on making the most out of attendance at such events, emphasizing the importance of building genuine connections and approaching the conference with an open mind. The episode concludes by highlighting the unique aspects of the conference and the impact of its organizer, Unique CPA host Randy Crabtree. Get the full show notes and more resources at TheUniqueCPA.com

Hitendra Patil discussed the evolving role of accounting firms, emphasizing the shift from output to outcome. He highlighted the challenges of defining and demonstrating this difference to clients. Hitendra also noted changes in the business model of accounting firms, with a decrease in hourly fees and an increase in fixed fees. He suggested that accounting firms need to adapt to provide more than just numerical data to clients. Furthermore, he mentioned the impact of the pandemic and global economic challenges on clients' attitudes towards spending. Finally, he shared his personal hero, his father, and discussed his contact details. Hitendra R. Patil is the President of the Global Finance and Accounting Outsourcing Services of Datamatics Business Solutions, a strategic business of the Datamatics Group. Hitendra's new book, “Rise of The AiCCOUNTANTS™: The What, Why, and How of Artificial Intelligence for Accountants,” has been bought by accountants from nine countries across four continents.  For an exclusive special offer only for Sage Advice Podcast listeners, click on this link -> Ed Sent Me. In the web form, please mention the words ED SENT ME. 

Hitendra Patil discussed the evolving role of accounting firms, emphasizing the shift from output to outcome. He highlighted the challenges of defining and demonstrating this difference to clients. Hitendra also noted changes in the business model of accounting firms, with a decrease in hourly fees and an increase in fixed fees. He suggested that accounting firms need to adapt to provide more than just numerical data to clients. Furthermore, he mentioned the impact of the pandemic and global economic challenges on clients' attitudes towards spending. Finally, he shared his personal hero, his father, and discussed his contact details. Hitendra R. Patil is the President of the Global Finance and Accounting Outsourcing Services of Datamatics Business Solutions, a strategic business of the Datamatics Group. Hitendra's new book, “Rise of The AiCCOUNTANTS™: The What, Why, and How of Artificial Intelligence for Accountants,” has been bought by accountants from nine countries across four continents.  For an exclusive special offer only for Sage Advice Podcast listeners, click on this link -> Ed Sent Me. In the web form, please mention the words ED SENT ME. 

Hitendra R. Patil joins Blake for an insightful conversation about the staffing shortage in the accounting profession, identifying overwork and lack of work-life balance as key issues causing high burnout rates. They explore potential solutions like dropping the billable hour model, measuring impact rather than hours worked, outsourcing certain tasks, and focusing on specific value-added services. Patil also describes how his company helps accounting firms efficiently leverage offshore talent.SponsorShareFile - https://earmarkcpe.promo/sharefileChapters (00:47) - Hitendra Patil joins the show (03:27) - Let's talk about CAS (04:46) - What do you see firms call their communication with clients? (12:22) - National Association of Tax Professionals 2023 study (13:30) - CAS is vague and firms need to figure out what they want to offer from it (14:20) - What is causing the accounting shortage? (20:53) - How big of problems are the overwork and pay? (25:19) - More and more firms are offshoring work (29:52) - How long is offshoring a viable option? (33:10) - What are the accounting student numbers in India? (35:21) - Korn Ferry study on future shortages of working professionals (40:31) - What is the real underlying cause of the talent shortage (42:10) - Hourly timesheets and billing (44:19) - How can accountants measure impact on clients? (51:31) - Datamatics Business Solutions Inc. (58:25) - Thanks for listening and remember to earn your free CPE on Earmark Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Hitendra R. PatilLinkedIn: https://www.linkedin.com/in/hitendrapatil/Twitter: https://twitter.com/HitendraRPatilFacebook: https://www.facebook.com/HitendraRPatil/Instagram: https://www.instagram.com/accountaneur/Learn more about Datamatics Business Solutions, Inc. (DBSI) Website: https://datamaticscpa.com/accounting-bookkeeping-outsourcing-for-usa-cpas/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Ron and Ed welcome Hitendra Patil, President of the Global Finance and Accounting Outsourcing Services of Datamatics Business Solutions, Inc. and author of Rise of The Aiccountants: The What, Why, and How of Artificial Intelligence for Accountants. AI is way more than an amusement gimmick. At its core, AI is a powerful tool that can make accounting firm operations, analytics, decision-making, and client services more efficient, impactful, and insightful resulting in clients getting more delighted and, importantly, firm staff more productive, engaged, and happier. Unfortunately, other than starting to use publicly available AI tools, firm leaders who want to professionally leverage artificial intelligence often don't know where to start. AI journey can feel overwhelming—as it requires firms to analyze existing processes, make new choices for software solutions, decide the priorities for applying AI automation and prepare every part of the firm for the transition.

Ron and Ed welcome Hitendra Patil, President of the Global Finance and Accounting Outsourcing Services of Datamatics Business Solutions, Inc. and author of Rise of The Aiccountants: The What, Why, and How of Artificial Intelligence for Accountants. AI is way more than an amusement gimmick. At its core, AI is a powerful tool that can make accounting firm operations, analytics, decision-making, and client services more efficient, impactful, and insightful resulting in clients getting more delighted and, importantly, firm staff more productive, engaged, and happier. Unfortunately, other than starting to use publicly available AI tools, firm leaders who want to professionally leverage artificial intelligence often don't know where to start. AI journey can feel overwhelming—as it requires firms to analyze existing processes, make new choices for software solutions, decide the priorities for applying AI automation and prepare every part of the firm for the transition.

 The silver lining of the pandemic is that it forced accountants to move to the cloud and to develop distributed labor models, changes that are here to stay, Hitendra Patil, author of Client Accounting Services: The Definitive Success Guide, tells CPA Trendines in the latest episode of The Disruptors. 

In this episode, Rory speaks with Hitendra Patil, an Accounting Today Top 100 Influential Person and author of Client Accounting Services: The Definitive Success Guide. Hitendra discusses the history of CAS, how it has evolved to CAS 2.0, and how accountants are utilizing data intelligence to assist business owners in making better decisions. Discover why Hitendra believes CAS is a team game, and how firms can hire non accounting graduates and train them on processes and numbers. They discuss the network of network effects and why private equity is increasing it's involvement in the accounting space. Do you want to know why Miriam Webster should change the definition of "Accounting?" Do you want to know how accounting firms can think like the McKinsey's of the world? Find out the answer to these questions and more from the accounting professions leading voice on CAS.

Episode 38. In today's interview, "BONUS: "Selling Client Accounting Services with Hitendra Patil." Hitendra is the author of The Definitive Success Guide to Client Accounting Services (CAS). His previous best-seller book, Accountaneur: The Entrepreneurial Accountant, has been bought by accountants in 12 countries across 4 continents. He has been named one of the Top 100 Most Influential People in Accounting from 2017 to 2019. He has also been among the Top 10 Accounting Influencers to Follow on Social Media and Top 100 Accounting Social Media Leaderboard. He is a regularly published author on many of the leading publications in the accounting profession in the United States. Key takeaways from this episode include: ★ how accountants and firms are coping with the global pandemic and how specifically they have been affected ★ why accounting is not so much a knowledge or service business, but actually an 'impact' business ★ what most people think when they heard the word 'accountant' ★ what the most successful accountants are doing that the less successful ones don't ★ why accountants should think like business owners and entrepreneurs if they want to differentiate themselves ★ the role of CAS or Client Accounting Services to the revenue and value add of accounting firms ★ how client accounting services are actually more than mere advisory services ★ the critical reason why client accounting services are the future for profitable and successful accounting firms ★ findings from the largest ever accounting survey with decision makers in accounting firms ★ the optimum number of services an accounting firm should be offering their clients ★ why offering more products and services to your accounting firm doesn't necessarily mean employing more staff ★ what Accountants World do for their accounting firm clients ★ what's coming up for the accounting world in the area of technology ★ refuting the notion that more technology will spell the end of the regular accountant ★ 'Why Your Child Will Not Be An Accountant' - one of the most widely read articles in the profession' ★ what accountants need to do to ride the automation and technology wave, and stay relevant in a competitive world ★ the most important asset owned by an accountants and how to make the most of it for career and business success. Hitendra is the Director of Customer Success at AccountantsWorld, a leading provider of cloud-based solutions for accountants, offering a complete, integrated suite of innovative accounting, payroll, and practice management solutions. He helps accountants become more successful by leveraging software solutions more powerfully and advancing the company's leadership in cloud solutions for accountants. Before AccountantsWorld, he has worked in the technology and technology-enabled services industry for nearly 20 years, working across multiple industry sectors such as capital markets, hedge funds, manufacturing, accounting, payroll, tax, and advisory services.. Contact him here: http://www.accountantsworld.com/ (Website and blog) http://www.accountantsworld.com/ Hitendra on https://www.linkedin.com/in/hitendrapatil/ (LinkedIn) https://www.linkedin.com/in/hitendrapatil/ Useful Links: https://www.accountingtoday.com/opinion/why-your-child-wont-be-an-accountant (Why Your Child Won't Be An Accountant) https://www.accountingtoday.com/opinion/why-your-child-wont-be-an-accountant Book: The Definitive Success Guide to Client Accounting Services (CAS) https://bit.ly/hpcasbook (https://bit.ly/hpcasbook) NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting...

Episode 36. On this week's Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "Accounting Influencers Podcast Broadcasting LIVE at Accountex."  ➜ Special Guest Interview: "Selling Client Accounting Services with Hitendra Patil." ➜ Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants to Attract Grade A Clients." ➜ Expert Interview: "Building a Stellar Accounting Career with Sam Allred." For full shownotes on these segments, check out the stand-alone episodes coming out this week and outlined on the days below. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "Accounting Influencers Podcast Broadcasting LIVE at Accountex." ➜ Wednesday: "Selling Client Accounting Services with Hitendra Patil." ➜ Thursday: Rob & Martin offer up practical advice and tips for accounting practitioners on "What Works for Accountants to Attract Grade A Clients." ➜ Friday: "Building a Stellar Accounting Career with Sam Allred." ➜ Saturday: a short bonus episode from the client's perspective - "Why They Didn't Buy Part 8 - You Can't Price Properly." Great CPE or CPD for accountants with tips on pricing more effectively with client engagements. ➜ Sunday: a short trailer for next week's episodes - a teaser of what's coming up on the show in the next seven days. NOTE TO LISTENERS: The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes. Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen. Every Wednesday and Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world. Every Thursday the show gives you a practical 'here's what works' tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up. Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services - the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don't buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings. Martin and Rob love to hear from the show's 21,000 unique listeners in 150 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. ****************************** If you have a business development, sales or growth angle to your role, and are expected to bring in new business, here's a great resource for you: Are you a busy accountant struggling to create more revenue and career opportunities? As an accounting professional, you likely have a business development strategy, selling or work winning dimension to your role and the ability to generate new revenues is what makes you wealthier, more promotable and more valuable to your employers. Many accountants struggle to bring in the kind of work that gets them noticed or makes them promotable. If you're a partner, you're under pressure to show you're worth a seat at the table. If you're below partner level, you know that beyond technical competence, the passport to partnership is the ability to drive growth. This unique guide is designed for accounting professionals in practice with 5 simple but effective things to do every day to create significant new career opportunities, greater influence, a better network and new business conversations. What you will learn: ✓ What is a 'reachout' and how to create your target list ✓ How to keep in touch with your contacts and how to approach follow up ✓ How to make an introduction and extend your network by being helpful ✓ How to start a conversation with someone you don't already know ✓ How to make a...

Hitendra Patil of AccountantsWorld, who also frequently appears on the list of the Top 100 Most Influential People In Accounting, joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. We like to cover a variety of career topics for accounting professionals on this show, and entrepreneurship-done-well is definitely one of them.  In this episode, Hitendra discusses the concept of how to become an “Accountaneur”.  This particular term, which Hitendra has trademarked, encompasses the idea of not just being a self-employed accountant, but being successful in the endeavor from both the earnings standpoint and the desired lifestyle perspective.  You will need to listen to the audio interview for a complete definition, but a large part of what Hitendra discusses is how to evolve past simply being a client's chosen accountant, and going further to learn their business and the nuances of how they become successful.  This allows the Accountaneur to become more of the trusted advisor that we all aspire to be.  It really is a good discussion we have in this approximate 1-hour episode. For other episodes you may enjoy, check out:  John Garrett and Lindsay Stevenson To listen to this episode with Hitendra Patil, please use the player below:

Hitendra Patil, head of customer success at AccountantsWorld and a four-time member of Accounting Today's Top 100 Most Influential People in Accounting, joins us to discuss his new book, The Definitive Success Guide to Client Accounting Services. One of our most popular podcast guests, Patil covers in this episode the proper leadership mindset, the services of which clients are most in need, the guidelines for pricing client accounting services, and more. To read the full transcript click here. 

It seems as if everyone wants to offer client accounting services, but not many know where to start. Hitendra Patil is the Head of Customer Success at AccountantsWorld. He is a fixture in Accounting Today’s list of The 100 Most Influential People in Accounting. And he’s one of the biggest fans – and, certainly, one of the most knowledgeable people on the subject – of client accounting services. He has a new book called “https://cpatrendlines.com/shop/hp21cas/ (The Definitive Success Guide to Client Accounting Services).” He talks about the opportunities that CAS provides, the barriers getting in the way of their adoption, the new skills we’ll have to learn to be successful, and what’s in the future for CAS. Like everything else these days, it’s evolving fast. If you’ve been thinking about diving into the CAS pool, this is a great place to start. To learn more and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: Read: “https://cpatrendlines.com/shop/hp21cas/ (The Definitive Success Guide to Client Accounting Services)” https://cpatrendlines.com/2021/05/23/your-guide-to-cas/ (CAS Begins With a Mindset) https://cpatrendlines.com/2021/01/24/top-five-cas-killers-and-how-to-overcome-them/) (Top Five CAS Killers and How to Overcome Them) Future-Proof is a production of http://crate.media (Crate Media)

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Join Rick Telberg and Hitendra Patil for this informative CAS Webinar, "Success Factors in the Age of Covid".

Are we evolving to meet our clients’ evolving expectations? More and more of our clients don’t want to deal with accounting, finance, or payroll. They want to focus on what they do well and leave all of that other stuff to someone else – and that someone else could be you, if you’re set up to provide it. That’s where this week’s guest comes in. Hitendra Patil is the Director of Customer Success at AccountantsWorld, the author of Accountaneur: The Entrepreneurial Accountant, and one of the 100 most influential people in accounting, according to Accounting Today. So, he’s kind of a rock star in the accounting and finance world, and he’s got his finger on the pulse of what’s driving public accounting into the future. To learn more, and for the complete show notes, visit blionline.org/blog. Resources: Learn more at (http://accountantsworld.com/) Read: Accountaneur: The Entrepreneurial Accountant LinkedIn: https://www.linkedin.com/in/hitendrapatil/ Twitter: https://twitter.com/HitendraRPatil Future-Proof is produced by Podcast Masters

What is Client Accounting Services? It is a holistic approach that goes beyond your typical accounting practices. Hitendra Patil explains more and the impact it can have your business on this episode of GMAP!

In this week's Future of Accounting podcast episode, Hitendra Patil shares insights on how AI and Big Data are shifting the accounting profession. Hitendra Patil is the Director of Practice Development at Accountant's World and the author of ACCOUNTANEUR: The Entrepreneurial Accountant Insights into Today's Emerging Opportunities. In this episode you will learn: What exactly is Big Data and AI Practical applications of Big Data and AI for accountants to better serve their clients Affordable tools that any firm can implement now to automate advanced functions Resources mentioned: Receipt Bank MindBridge- the first AI auditor X.AI- virtual email assistant  ACCOUNTANEUR by Hitendra Patil Presentation by Hitendra Patil describing the entrepreneurial accountant Accountant's World This episode is brought to you by Money & Mimosas. Click here to learn more about our CPA Partner Program.

The Impact You Have On Clients.   Nicole talks with Hitendra Patil the author of the recently published book Accountaneur. Hitendra has worked in the Outsourcing, IT, Finance and Accounting industries during including leadership roles in India, Thailand and the US. Hitendra Patil Bio Link to special purchase opportunity for the Accountaneur  Create measurable value for your clients. It’s not about the ‘work you deliver’ but the impact you have on the clients you secure (the human being). 4 Kinds of Buyers: 1 – Commodity Buyer – price focused – good for business as it forces efficiency and productivity gains 2 – Product Buyer – looks for state of the art product and services, has a clearly defined need and is looking for a customized set of services 3 – Solution Buyer – has a specific need and is looking to ensure their need is within your core competency, they need you to be informed and to keep them informed 4 – Consultancy Buyer – looks at the professionals experience and willingness to partner for the long term over frequent interactions and a longer period Determine where you want clients to come from – what category; and start talking to those clients. Create messaging/solutions specifically targeting at those clients. Today business developers are more like consultants they’re providing clarification on what clients learned before contacting them. In traditional outbound marketing – the provider contacts the buyer. Today a lot of professional business development is inbound where the buyer is contacting the provider – they’ve already determined there is fit between your services and their needs. Technology allows clients to qualify providers and providers to target specific potential clients. Ask your clients what ‘your Wow’ is – ask them what they value in your services. ‘Your Wow’ is delivering beyond expectations. In business development you need opportunities with buyers. It helps to build risk reversal into your offer.   Offer a free trial period where the only risk is the time they take to try your services. Last word: Be a keen observer/student of others. It’s about the human experience.