Services and Solutions Exclusively for
CPA/Accounting Firms | Fintech SaaS Companies | Vendors to Accountants
Are you:
A CPA/Accounting Firm:
Struggling to launch or scale Client Accounting and Advisory Services (CAS/CAAS)?
Facing difficulties in implementing or expanding CAS/CAAS to meet client demands and stay competitive?
Not too happy about your pricing and profitability?
Not sure how to leverage AI to power your expertise and experience to differentiate your firm and services?
Want to leverage outsourcing/offshoring but are worried and confused about the complexity and risks?
A Fintech SaaS Solutions Provider:
Experiencing high churn or low/slow product adoption due to a complicated user experience and limited client engagement?
Stressed about inefficient processes, compliance risks, or scaling operations?
A Vendor/Partner to Accountants:
Struggling to find ways to sell to CPA/accounting firms?
Finding it challenging to launch/grow your business in the US market?
Are you ready to move past roadblocks and achieve sustainable growth?
You have reached the perfect place!
Accountaneur®, founded by Top 100 Influencer and bestselling author Hitendra R. Patil, is here to help you.
How We Help:
We specialize in transforming your challenges into growth opportunities.
With 20+ years of expertise in providing solutions/services to CPA/Accounting Firms, Fintech, SaaS, and Global Outsourcing/Offshoring companies, we understand the high-stakes challenges you face in today’s fast-evolving market.
We help CPA and accounting firms, Fintech SaaS solutions providers, and global businesses selling to CPA/accounting firms in the US marketplace overcome these hurdles and unlock their full potential.
Hi! I’m Hitendra Patil.
I have been working exclusively in the CPA/Accounting profession related services and solutions market for over 20 years. I am blessed to be recognized by Accounting Today as one of the Top 100 Most Influential People in Accounting. Accountants from 17 countries across 5 continents have bought the 3 books that I authored exclusively for accountants.
Leverage my experience and expertise in strategies, insights, mentorship, guidance, processes, tactics, tools, and templates that empower you to turn your potential into the performance you desire and deserve. Hence, the best insights I can share with you are how you can achieve greater success in the accounting profession.
Contact me for exclusive services and solutions.
Solutions for CPA/Accounting Firms
Growth consulting to help launch, manage, and expand CAS/CAAS practices
TRUE Advisor® Framework implementation to make your CAS/CAAS/Advisory services offerings profitable and impactful
Pricing strategies and implementation consulting
Strategic marketing and value communication consulting
Global team-building, outsourcing/offshoring strategies consulting. With extensive experience creating cross-border teams and management, we guide firms to build cohesive, high-performing teams ready to meet diverse client needs.
Position you/your firm as a thought leader to create non-copyable competitive advantages.
Our approach integrates AI, workflow optimization, and scalable client solutions to ensure your firm meets and exceeds your clients’ needs.
Solutions for Fintech SaaS Companies
Customer Success Consulting:
With a background in SaaS product roadmaps, onboarding, customer success, and support, we specialize in customer journey enhancement and client retention strategies.
We have successfully increased B2B user engagement by 30+% and reduced churn by 70+%.
Our tailored approach helps create proprietary KPIs like the Customer Health Index (CHI) and Customer Potential Index (CPI) and strategies to create loyal customer bases, improve Net Promoter Scores (NPS), and fuel recurring revenue growth.
Consulting for Selling to CPA/Accounting Firms:
Selling faster and more effectively to CPA/Accounting Firms by defining fast-track GTM processes that align your marketing and sales messaging to resonate better with their needs and wants.
Solutions for Companies Looking to Launch/Grow in the US Market
Land and Expand Consulting:
Without a deep understanding of US market dynamics, you can waste hundreds of thousands of dollars trying to gain traction in the US market.
We leverage my experience and expertise to help you develop a strategic plan that aligns with your plans and ambitions.
We then create and help implement a GTM plan, market messaging, differentiating strategies, pricing, and lead generation strategies.
Thought Leadership Consulting:
Over time, the market will feel that your expertise and delivery capabilities are the same as those of any other provider. What will differentiate you is your thought leadership.
As a recognized Top 100 Influencer, author, and speaker, our Founder and CEO, Hitendra Patil, knows the market pulse and what it takes to gain faster visibility and credibility in the marketplace.
Our specialist consulting services are tailor-made for you, from identifying your unique differentiators that will resonate with the market to creating thought leadership strategies backed by content roadmaps and lead generation assets and implementing marketwide mechanisms to get prospects to connect with you.
CAS Leader
Consulting Services
A firm-wide CAS/CAAS excellence and empowerment program for firms that:
have solid experience in delivering CAS/CAAS, and
want to graduate to become the most preferred business impact and decision-advisory partners of their clients.
CAS Growth Phase
Consulting Services
Perfect for firms that:
have up to five years of experience in offering CAS/CAAS,
want to scale profitably, and
want to deliver higher-fee-higher-value CAS / CAAS / outsourced CFO/ advisory services to their clients.
CAS Getting Started
Consulting Services
No matter at what stage your accounting services firm is now, this consulting service is for firms that:
are thinking of, or
just getting started with, offering client accounting services (CAS) and ultimately want to get into providing client advisory services.
Get Your
TRUE ADVISOR® Badge
For CPAs/Accountants looking to:
achieve success in advisory service
by leveraging a proven framework for advisory success,
instead of relying on trial and error methods.
“Accountaneur: The Entrepreneurial Accountant”® is the Registered Trademark of Hitendra R. Patil.
Hitendra's prior written consent is required to use this Trademark. When using the marks “Accountaneur: The Entrepreneurial Accountant”® in publications distributed only in the United States, include the appropriate ™, ℠, or ® symbol on first use. For publications distributed outside the United States, use the appropriate trademark attribution notice, for example: “Accountaneur: The Entrepreneurial Accountant”® is the trademark of Hitendra R. Patil, registered in the U.S.