Struggling to launch or scale Client Advisory Services (CAS) or Client Accounting and Advisory Services (CAAS)?
Finding it difficult to get clients or prospects to see your value?
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 distinguish your firm and services?
Worried and confused about outsourcing/ offshoring arrangement but not clear about the complexity and risks involved?
Discover our consulting services for CPA & Accounting Firms
Struggling to find product-market fit?
Finding it hard to break through industry noise?
Finding it challenging to build credibility and trust
Puzzled about scaling sales and partnerships?
Worried about managing client retention and long-term value?
Experiencing high churn/ low/slow product adoption due to limited client engagement?
Struggling to help clients become successful using your solution(s)?
Stressed about inefficient processes, compliance risks, or scaling operations?
Discover our consulting services for SaaS Fintech Growth Strategies
Finding it challenging to launch/grow your brand in the US market?
How do you stop being mostly invisible even after spending time and money for long enough?
Worried about how to differentiate in what seems like a commoditized/overcrowded market segment?
Struggling to find ways to find good-fit leads and actually getting conversations?
Finding it hard to sell to CPA/accounting firms?
Can't figure out what is the secret sauce for making them stay forever?
Stressed about how you can scale without becoming mediocre?
Discover our consulting services for Vendors to CPA & Accounting Firms
If you are committed to moving past roadblocks and achieving sustainable growth, you have reached the perfect place!
Expert consulting services helping CPA and accounting firms, Fintech SaaS companies, and vendors to accountants overcome challenges and achieve growth.
We specialize in turning 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.
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.
Consulting services for CPA/Accounting firms
Strategies for scaling client advisory services (CAS)
Consulting services for Fintech SaaS companies that sell solutions to CPAs/Accountants
Overcoming challenges in CPA/Accounting firm growth
Best practices for client retention in CPA/Accounting firms
How to implement client accounting and advisory services (CAS/CAAS)
Consulting services for vendors that sell services to CPA and accounting firms
Leveraging AI in accounting practices for profitability
Strategies for SaaS providers in accounting
Navigating outsourcing challenges in CPA/Accounting firms
“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.
