Testimonials

Top Professionals' Praise for The Definitive Success Guide to Client Accounting Service (CAS)

"This is a must-read for anybody working in CAS or looking to increase the profitability of their firm and currently not performing CAS.

This book highlights challenges as well as the opportunities out there for an entrepreneurial accountant that is willing to embrace change and think outside the box.

While CAS has been around for a long time, Hitendra presents a fresh vision on this enthralling topic. The roadmap is there; just follow it!"

– Wayne Berson, Chief Executive Officer, BDO USA, Chairman, BDO International

"Though the title says so, this book is not just about CAS. It is about the right way of offering accounting services.

While the desktop accounting solutions were helpful, they served a limited purpose. The cloud has completely changed the landscape of client accounting.

This book shows in detail how by taking advantage of the latest technologies, you can completely transform your practice in ways never before possible.

The insights­­ presented in the book will help you add significant value to your clients’ businesses while boosting your bottom line."

– Chandra Bhansali, Co-founder, and CEO, AccountantsWorld

"Hitendra has captured everything necessary to start offering client accounting services to clients. And for those already performing these services, it is a complete guide to best practices in managing a CAS niche.

This book is a fantastic resource and includes some of the taboos that are not usually found in such books. Hitendra explains and shows how to outsource CAS services effectively and, more importantly, provides a very persuasive reason to do so – that it can easily and inexpensively be done and controlled.

He makes the argument that accounting is not a services profession, but a knowledge profession with services as the mechanism to deliver the benefits of our knowledge. This one premise with his carefully constructed explanations makes this book a winner, even if that was the only thing in it; but it isn’t.

Client value-added services are illustrated and explained, and I find it hard for someone not to get at least one great idea from what he presents on how to better assist clients. Also included is an entire litany of pricing these services. I hate to mention specifics because this book is much more than what it appears. It is really a complete guide to managing a niche segment of a busy practice.

I highly recommend this book to be read and absorbed and then used as a reference source thereafter."

– Edward Mendlowitz, CPA, Partner, WithumSmith+Brown PC, Accounting Today’s Top 100 Most Influential People in Accounting for several years

"CAS builds real, new, and more value for both – accounting firms and their CAS clients.

With many different perceptions of what CAS really is, it is great to see this timely and comprehensive book by Hitendra.

Particularly important is his focus on encouraging accountants to deliver actionable CAS outcomes to their clients.

I’d advise accounting firms to leverage the insights from this book to take advantage of the quick-moving opportunities in CAS to move your firm ahead."

– Allan Koltin, CPA, CGMA, CEO, Koltin Consulting Group

"As I expected, Hitendra has outdone himself when he made this a comprehensive book to cover all necessary aspects of Client Accounting Services.

In my practice, I have been offering CAS to help clients build their businesses.

Hitendra’s ideas, thoughts, and insights have helped my practice over the years, and he has compiled all his ideas in one place for all to take advantage of as I did.

I was pleasantly surprised to find several more insights in this book that I can easily implement in my practice. As I ventured to create Canethics, a Financial Advisory Services Group for cannabis-related enterprises, I found Hitendra’s “CAS Outcomes” theme extremely useful for Canethics as it did for my CPA practice as Focus CPA Group, Inc.

Any professional accountant who wants to be relevant to clients’ businesses will benefit from this latest book by Hitendra. I highly recommend it."

– Amit Chandel, CPA CTS CTP CTC CVA CTRS CExP CGMA LLM (t), Founder, Canethics Inc, and Focus CPA Group Inc.

"The objective of every accountant is to make sure that all clients are buying every service that they need that helps them achieve their goals.

What Hitendra has done is laid out a roadmap on exactly how any accountant can do that with Client Accounting Services. It’s a massive opportunity to double – quadruple – the fee per client while providing insane value.

Absolute MUST READ for any accountant who wants to help their clients."

– Rob Nixon, helping accountants for 26 years to become wealthy. Author of four best-selling books, including “The Wealthy Accountant”

"I am grateful to all accountants who worked tirelessly during the pandemic to help save hundreds of thousands of businesses and millions of jobs.

When I read Hitendra’s new book on “CAS,” it kept uncovering how much more accountants can do for their clients if they offer CAS.

I am sure every client that benefits from your full-scale CAS offering will have sincere gratitude towards you and your team.

Gratitude strengthens trust, and if you want to be the most trusted advisor of your clients, you must implement insights from this valuable book to evoke gratitude from your clients!"

– Chester Elton, Author, “Leading With Gratitude,” and the #1 New York Times, USA Today, and Wall Street Journal bestsellers “All In” and “The Carrot Principle.”

Top Professionals' Praise for Accountaneur: The Entrepreneurial Accountant

“Accountants need to be more than just accountants and Hitendra creates a way for accountants to look at themselves. He calls it the Accountaneur®. This book contains a great deal of new thought about what accountants should be doing. It is a required read for all professionals, partners, and non-partners. Leaders at accounting firms have a huge responsibility to create a business environment conducive for growth and achievement, not just at their firms, but especially for their clients. Hitendra brings a perspective that helps accounting firm leaders find answers to key questions that will lead to entrepreneurial achievement.”

– August J. Aquila, CEO, AQUILA Global Advisors LLC, consultant to professional service firms, author and speaker.

“In my book Passport to Partnership, I define the critical behaviours and mindset that underpins any leadership development program for growth-minded firms. Accountaneur helps you get into that growth-mindset through a deeper understanding of how to entrepreneurially apply the power of behavioral sciences and technology to your practice.”

– Martin Bissett, founder of The Upward Spiral Partnership

“What impressed me the first time I met Hitendra is his drive to help others reach their potential. This book does just that. You will learn and appreciate what an important role the accountant plays in our business and personal lives. Hitendra makes the profession come alive. If you are in the accounting profession, or thinking about it, you must read this book!”

– Chester Elton, New York Times best-selling author of “The Carrot Principle,” “All In” and “What Motivates Me”

“Entrepreneurs create wealth and opportunities for others. Entrepreneurial accountants make it possible for entrepreneurs. Accountaneur® is a probing question-bank for accountants who want to be entrepreneurial.”

– Allan D. Koltin, CPA, CEO, Koltin Consulting Group Inc.

“I am an entrepreneur and my business is accounting, bookkeeping, tax services and business advisory. I have lived over 35 years of my professional life by this unwavering maxim: ‘The art of business is to explore the opportunities, understand the accounting information and efficiently implement processes, systems and rules to best seize the opportunity.’ As an entrepreneur, I live by the conscious observation of ‘what’s happening’ and the ‘uncertainty of what if:’ How else can I make it better? I find opportunities to deliver value that enhance the lives of my clients. Hitendra’s book, Accountaneur, is encouraging, addresses the transformative appeal to the entrepreneur in every accountant to help find new value, to produce and deliver as entrepreneurial accountants.

– Alex Alvarez, CPA, MBA, and CEO of Business Management Services LLC

“Extensive coverage. I am sure the discerning accountants will buy and use the book in their practice.”

– P. V. Maiya, former Co-Founder, Chairman, Managing Director, ICICI Bank Ltd., India’s largest private sector bank.

“In Accountaneur, there are insights on how accounting and tax professionals can turn technology expenditures into a competitive advantage, with the additional benefit of more take-home revenue for the practitioner.”

– Randolph P. Johnston, Chairman and CEO, Network Management Group

“The World Bank reports that 80 percent of the developed world’s wealth resides in human capital, illustrating that we’ve been in a knowledge economy since the 1950s. Yet most accounting firms are utilizing a business model developed during the Industrial Era, with a relentless focus on efficiency and a “we sell time” mentality. Hitendra Patil sets out to challenge this sclerotic thinking in Accountaneur: The Entrepreneurial Accountant. General Eric Shinseki was fond of saying, “If you don’t like change, you are going to like irrelevance even less.” Following the brisk advice in this book—from changing your business model to a focus on developing your firm’s human capital, and more—will keep your firm relevant as we encounter an increasingly turbulent and changing marketplace.”

– Ronald J. Baker, author, ”Implementing Value Pricing; Mind Over Matter,”

“Accounting is a noble profession and yet most accountants don’t realize their full potentials simply because they are stuck in a rut. But if you’re one of those accountants who have the fire in their belly to realize their full potential, not just to meet clients expectation but exceed client expectations and make their practices thrive – then you’ll find Accountaneur to be an excellent resource.”

– Dr. Chandra Bhansali, CEO, AccountantsWorld, 100 Most Influential People in Accounting

“WHY and WHEN. These two words from Hitendra’s writings and personal counsel have had a defining impact on me personally and my practice over the last few years. I wish I had understood the difference between WHY and BECAUSE, and WHEN and IF, decades ago. Hitendra taught me over the years that WHY is driven by a plan and purpose instead of BECAUSE, a reaction to the circumstances. WHEN is driven from confidence and determination, and IF is driven from uncertainty. His wisdom from life and the profession really helps you connect the dots in your thought process to get to WHY, and to WHEN from Because and If. I have been leading a successful firm for over three decades but I found that the intelligence Accoutaneur brings from across the profession is so highly valuable for any Accountant, at any stage of their career, to truly unleash his/her potential.”

– Katrina Geety, CPA, President of Geety, Blair & Associates P.A. and Accountants’ Workflow Solutions, Inc.

“Accountaneur: The Entrepreneurial Accountant, by Hitendra R Patil, highlights the changing role of the accountant. To survive in this new world, the accountant has to become truly an entrepreneur. The business owners in this economy are looking to the professional – their CPA – to guide them and lead them to success and growth. Hitendra describes this role of an accountant and he awakens accountants to become entrepreneurs. He does so in plain simple English. The book will help an accountant to bring about this change and become an accountaneur. This change is not a choice. Is inevitable if accountants are to survive and thrive.

– Amit Chandel, CPA CTP CVA CFE CTRS LLM -T CExP, Principal/Owner – Focus CPA Group, Inc.