What does it take to be a successful accountant?

The transparency portal of the regional accounting council of the state of são paulo (crcsp), brazil currently has more than 520,000 accountants with active registration...
The transparency portal of the regional accounting council of the state of são paulo (crcsp), brazil currently has more than 520,000 accountants with active registration and 78,191 accounting companies. But, despite the great competition, you can indeed have a full portfolio of clients and serve all of them with quality, by becoming a successful accountant. What-does-it-take-to-be-a-successful-accountant what is, in practice, a successful accountant? In a simplified way, a successful accountant is an accounting professional who delivers beyond what the client requests. As a consequence, he may charge a higher amount for his fees. “and how does a successful accountant do...

Best Tools for Accountants to Use When Communicating with Clients

We know that this is indispensable and a key point for the growth. Of results, but interaction with people is a competitive differential in this...
We know that this is indispensable and a key point for the growth. Of results, but interaction with people is a competitive differential in this segment. In addition to the best tools for accountants, we cannot leave out the communication features. As much as managers focus on integrated customer accounting and effective service delivery, marketing and business communication must be considered as pillars of growth, both in terms of results and market authority. This need is what explains the theme of this article. From now on, you will learn which are the most suitable channels and tools for an accounting...

Get to know the main changes that Conta Azul has prepared

There were more than 40 deliveries between launches and platform improvements throughout the year. On average, 100,000 hours were saved , 175,000 exports were carried...
There were more than 40 deliveries between launches and platform improvements throughout the year. On average, 100,000 hours were saved , 175,000 exports were carried out and more than 200 cities integrated for issuing invoices through the Conta Azul in 2021 alone! Check out the news that has already been implemented and everything that is to come! know-the-main-changes-that-the-blue-account-prepared-for-the-accountant Conta Azul Mais: main changes in the platform counter panel We modified the layout, making it more modern and with a simplified experience, with shortcuts and features that will provide you with more agility and fewer open tabs. Click here to learn...

Accounting consultancy proposal: download the free template and learn

Have you ever thought that building a good accounting consultancy proposal can show your future clients the real value of your work as an accountant?...
Have you ever thought that building a good accounting consultancy proposal can show your future clients the real value of your work as an accountant? Thus, it is possible to work side by side with business owners and offer support in decision making. Other than that, having an accounting consulting proposal model brings more clarity to your relationship with the client, making it easier to visualize the work to be developed. It does not stop there! In this content, you will check out the reasons for having your advisory accounting proposal and even download a free model to use. If...

How to Offer Accounting Tips to Your Entrepreneurial Clients

What many accountants still don't realize. That by giving accounting tips to entrepreneurs, the chances of both succeeding are much greater. This happens for a...
What many accountants still don't realize. That by giving accounting tips to entrepreneurs, the chances of both succeeding are much greater. This happens for a very simple reason: the work of one impacts the result of the other and vice versa. Good reading! Why give accounting tips to entrepreneurs? Far beyond taking care of accounting obligations and remembering tax payments, the accountant is a professional of extreme relevance for the management of a company. Assuming a more consultative posture , it is possible to offer indispensable inputs for the business owner to make his decisions assertively. Instead of just informing...

What is data analysis and how to use it in accounting?

The dream of any accountant is to achieve good results for his office. After all, if the accounting office does well, there is more time...
The dream of any accountant is to achieve good results for his office. After all, if the accounting office does well, there is more time and resources to focus on the strategic part. And to reach this level, it is essential that you attract more customers and increase your revenue . How to do this? Applying Data Analysis to Accounting! Let's face it: the market is full of accounting firms doing the same thing. For a client to become loyal to your work, good financial management alone is not enough. It is necessary to act differently from the competition, adding...

Accountant learn how to plan for the income tax return

During the income tax filing period it is common for accounting offices to be full. It is no wonder that many accountants see this high...
During the income tax filing period it is common for accounting offices to be full. It is no wonder that many accountants see this high demand as their “14th salary”. In addition to the company's income tax return, business owners can look for the accountant to make the DIRF. New customers can also arrive during this period. If the opportunity to achieve results is great, then the office needs to be prepared to serve everyone and still carry out day-to-day activities. Otherwise, what was meant to be something positive — an increase in revenue and the possibility of retaining new...

7 Lessons from the Professionalization of the Accounting Office

The first step to turn this game around is to professionalize your services and that means reformulating processes, abandoning manual tasks and assuming an accountant...
The first step to turn this game around is to professionalize your services and that means reformulating processes, abandoning manual tasks and assuming an accountant 4.0 posture — consultative and indispensable for your customers. On this journey, you will no longer need to check papers and type information, as you will have more time available to help customers with their decision-making. For this, technology should always be your best ally. These and other discussions were part of the workshop held by Conta Azul in celebration of Accounting Entrepreneur Day. In conclusion, The event was attended by Ângelo Machado, Diamante partner...

6 Reasons for You to Participate in Conta Azul Con 2022

If you thought long hours of tiring lectures, you are very wrong. At Conta Azul Con, you will live a remarkable and positive experience, also...
If you thought long hours of tiring lectures, you are very wrong. At Conta Azul Con, you will live a remarkable and positive experience, also having the opportunity to create a good network, learn and interact. After two years, the event is back in person, with all the health care and lots of news. The Conta Azul Con will take place on the 22nd and 23rd of June, at Costão do Santinho, in Florianópolis (SC). Several personalities have already been through the event, such as Luiza Trajano and Glória Maria. And in 2022, this will be no different. Find out...

9 accounting service trends to adhere to in your office

Every accounting professional or owner of an accounting office needs to know that the world is already digital. Increasingly, technology is transforming the way businesses...
Every accounting professional or owner of an accounting office needs to know that the world is already digital. Increasingly, technology is transforming the way businesses work. This means that, in order to be successful in selling your accounting services, you must be aware of the advances and innovations that today dictate the competitiveness of the market. That is, you need to know the trends in the industry to be able to stand out from competitors, increase your scale of action and offer more value to customers. Check out the evolutions in accounting services that your office cannot lose sight of...