Growing a leading client accounting services practice doesn’t happen overnight– it requires a well-structured business plan, highly motivated staff, best-of-breed technology solutions, and a client-centric focus.
As you embark on building an efficient practice that leverages innovative technologies and services, you may encounter some obstacles – from firm leadership and staff, as well as clients. Join us for a webinar where we will discuss how to overcome common roadblocks to achieve success.
Ring in the New Year and join the experts on hot technical updates to be prepared for a thriving BPO (business process outsourcing) practices in 2016! As we are aware, this business line is growing and maturing in accounting firms nationwide which leads to questions on best practices and the need for insights on changing regulations. Erik Asgeirsson and a panel of standard setters will share their insights and expertise on the following technical updates:
1. SSARS 21 effective date has now arrived!
• We will discuss how to best position modern day preparation services
• We will share best practices for SSARS21 legend implementation
• We will review how to setup these new legends in various cloud based accounting programs
2. ACA (Affordable Care Act) compliance for 2016
• We will review what firms need to know for 2016 filings
3. Becoming an Anticipatory CPA
• Learn more about a program coming to help you gauge hard and soft trends for more confident future planning
Request For Proposal Bookkeeping And Accounting Services PowerPoint Presentat...SlideTeam
If your company needs to submit a Request For Proposal Bookkeeping And Accounting Services PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2IXm5MF
Select, Specialize, Succeed: Marketing Your Vertical NicheCPA.com
This webinar discussed the benefits of focusing on a niche market and how to select a niche that best aligns with your firm’s expertise and mission. You will learn how to develop messaging to address industry-specific challenges. Marketing tips and strategies are shared to help you increase awareness of your firm and position your client accounting and advisory services.
Actuarial Consulting Firm in India | Kapadia Globalrohankumar445
Kapadia Actuaries & Consultants is a leading Actuarial Consulting Firm in India. Actuarial Valuations of Gratuity, Leave Encashment, Sick Leave, Pensions, Provident Fund, AS 15, AS 19, ESOP Valuations. Actuarial Consultancy in Life Insurance, General Insurance, and Pensions. Visit the website to know more!
Ring in the New Year and join the experts on hot technical updates to be prepared for a thriving BPO (business process outsourcing) practices in 2016! As we are aware, this business line is growing and maturing in accounting firms nationwide which leads to questions on best practices and the need for insights on changing regulations. Erik Asgeirsson and a panel of standard setters will share their insights and expertise on the following technical updates:
1. SSARS 21 effective date has now arrived!
• We will discuss how to best position modern day preparation services
• We will share best practices for SSARS21 legend implementation
• We will review how to setup these new legends in various cloud based accounting programs
2. ACA (Affordable Care Act) compliance for 2016
• We will review what firms need to know for 2016 filings
3. Becoming an Anticipatory CPA
• Learn more about a program coming to help you gauge hard and soft trends for more confident future planning
Request For Proposal Bookkeeping And Accounting Services PowerPoint Presentat...SlideTeam
If your company needs to submit a Request For Proposal Bookkeeping And Accounting Services PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2IXm5MF
Select, Specialize, Succeed: Marketing Your Vertical NicheCPA.com
This webinar discussed the benefits of focusing on a niche market and how to select a niche that best aligns with your firm’s expertise and mission. You will learn how to develop messaging to address industry-specific challenges. Marketing tips and strategies are shared to help you increase awareness of your firm and position your client accounting and advisory services.
Actuarial Consulting Firm in India | Kapadia Globalrohankumar445
Kapadia Actuaries & Consultants is a leading Actuarial Consulting Firm in India. Actuarial Valuations of Gratuity, Leave Encashment, Sick Leave, Pensions, Provident Fund, AS 15, AS 19, ESOP Valuations. Actuarial Consultancy in Life Insurance, General Insurance, and Pensions. Visit the website to know more!
Presentation for #TFT12: ITSM Goodness: Never mind all the theory and industry debate about ITIL and Cloud and Mobile and BYOD and all that.
This session from Barclay Rae (ITSMTV's pundit, the Service Desk Inspector and ITSM consultant) is packed with lots of simple tips, ideas and reflections on how to be practically successful with ITSM. Pies might also be mentioned.
See Barclay's TFT speaker Pinterest board: http://pinterest.com/servicedesk/barclay-rae/
Ramon Lee Ltd-Accounting Firms in London-Accountants in Londondavidterry
Ramon Lee Ltd is an experienced Accounting Firm in London who takes care of all routine accounting, audit, tax, and company secretarial matters.
https://www.ramonlee.co.uk/
How to Align Customer Success Management with Services / Support / TrainingGainsight
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How to Align Customer Success Management with Services/Support/Training - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Five9, Zendesk, Ooyala, ServiceRocket
What is the real cost of hiring consultants?Skip Blackburn
When you consider hiring a consultant for your capture management business, you may be hesitant (rightfully so). Before you make any decisions, understand exactly what the trade-offs and benefits are.
Business Consulting Proposal PowerPoint Presentation SlidesSlideTeam
If your company needs to submit a Business Consulting Proposal PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/39WHbXn
Check out what Sound Telecom is all about, the way we do things, and how we can help your company with our telephone answering services, call center solutions, and cloud-based business systems.
Aldiablos InfoTech started building the ways for our esteemed clients since 2010.
Aldiablos Technologies is one of the leading BPO in Ahemdabad, Gujrat believes
in innovation and quality services and serves the finest & well-known INDIA,USA,
UK, Australia and Singapore based clients.
Trust accounting is no joke, and knowing what your financial statements and key firm metrics are telling you can greatly improve your bottom-line and boost your business. Kaitlin and Adrian will help you figure out how to think like accountants so you can rest assured that you’re making the best decisions for your firm.
How to Track Success and Demonstrate Value to Your CustomersGainsight
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How to Track Success and Demonstrate Value to Your Customers - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Adobe Echosign, Apttus, Host Analytics
Presentation for #TFT12: ITSM Goodness: Never mind all the theory and industry debate about ITIL and Cloud and Mobile and BYOD and all that.
This session from Barclay Rae (ITSMTV's pundit, the Service Desk Inspector and ITSM consultant) is packed with lots of simple tips, ideas and reflections on how to be practically successful with ITSM. Pies might also be mentioned.
See Barclay's TFT speaker Pinterest board: http://pinterest.com/servicedesk/barclay-rae/
Ramon Lee Ltd-Accounting Firms in London-Accountants in Londondavidterry
Ramon Lee Ltd is an experienced Accounting Firm in London who takes care of all routine accounting, audit, tax, and company secretarial matters.
https://www.ramonlee.co.uk/
How to Align Customer Success Management with Services / Support / TrainingGainsight
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How to Align Customer Success Management with Services/Support/Training - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Five9, Zendesk, Ooyala, ServiceRocket
What is the real cost of hiring consultants?Skip Blackburn
When you consider hiring a consultant for your capture management business, you may be hesitant (rightfully so). Before you make any decisions, understand exactly what the trade-offs and benefits are.
Business Consulting Proposal PowerPoint Presentation SlidesSlideTeam
If your company needs to submit a Business Consulting Proposal PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/39WHbXn
Check out what Sound Telecom is all about, the way we do things, and how we can help your company with our telephone answering services, call center solutions, and cloud-based business systems.
Aldiablos InfoTech started building the ways for our esteemed clients since 2010.
Aldiablos Technologies is one of the leading BPO in Ahemdabad, Gujrat believes
in innovation and quality services and serves the finest & well-known INDIA,USA,
UK, Australia and Singapore based clients.
Trust accounting is no joke, and knowing what your financial statements and key firm metrics are telling you can greatly improve your bottom-line and boost your business. Kaitlin and Adrian will help you figure out how to think like accountants so you can rest assured that you’re making the best decisions for your firm.
How to Track Success and Demonstrate Value to Your CustomersGainsight
The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How to Track Success and Demonstrate Value to Your Customers - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Adobe Echosign, Apttus, Host Analytics
Uncover outsourced accounting opportunities during tax seasonCPA.com
During this webinar, we discuss how to work closely with your tax team to ask the right questions and identify new areas of opportunity for client accounting and advisory services. We also share ways for you to position and market these services.
How to Take the First Steps to a Lucrative Virtual CFO Business ModelCPA.com
We all know that our clients are looking to us to provide higher-level, more prospective business insight, but how do we get there from here? You will learn how to seize the opportunity before the accounting profession today and the steps to ensure success.
Company Profile Of Financial Accounting Advisory Services PowerPoint Presenta...SlideTeam
Financial accounting advisory services make a business meet changing market conditions, greater transparency, and changing regulatory requirements and cover a wide range of reporting, transaction accounting, treasury and corporate governance services. Such services assist with critical financial issues arising due to business situations. This template is created as a proposal and will be useful for the company to attract new customers and deliver a consistent and cost effective service to them. Here, we are focusing on company overview covering slides on about us, management team, mission vision values, company milestone, financial services offered by the company. Furthermore, challenges faced by our clients are covered such as complex financial reporting, high attrition rate, shortage of qualified staff, tight deadlines, etc. along with the solutions provided by our company. Accounting services offered by our company are financial reporting, complex accounting, transactions, and capital markets, etc. This slide covers the features and benefits of accounting advisory services such as payment tracking, accuracy level, accounts forecasting, time allocation, etc. The cost structure of such services is also provided as well as advisory monthly planning provided by our company to the customers. The impact of such services in the company is focused on, which leads to reduce costs, increase profitability and better decision making. Dashboard for accounting performance metrics has been added. Other slides describe reasons to choose our company, client testimonials, and client onboarding process is discussed wherein each task is assigned a particular time frame. https://bit.ly/3iPJO1X
Startup Economics, Finance and Accounting 101Dan Nelson
A quick look into some of the necessary finance, accounting and economic needs for early stage startups. It is a short survey, and there is more to come on this really interesting space.
For more information, please contact Dan@techbrainstorm.com
Change Your Mindset: The Key to Growing Your Accounting PracticeAggregage
In the accounting profession, the post-COVID business model is surely on everyone's minds. Unmistakably, the way to forge ahead will look different than in years past. The biggest mistake that a majority of companies are making in regard to growth is holding onto old conventions, paradigms, and practices.
Whether re-integrating back to in-office life or staying digitally connected through remote work, the first step in determining how to spur growth comes with reevaluating your company's willingness to change mindset.
Join David Bergstein, Chief Innovation Officer at Bergstein CPA, as he shares insight on the accounting landscape, new trends, and practical tips for reevaluating your company's positionality.
This session will cover:
• What it means to challenge tradition and change your company mindset
• How to make sure you are set up to be as productive and efficient as possible
• Best practices for choosing the tools you will utilize
• Methods to measure and track your success so you can watch yourself improve!
...and more! Everyone who attends will walk away with the knowledge of what to do to be successful in the "New Normal."
Maximizing Profitability: A Comprehensive Guide to Managing Your Accounting FirmHalle Lewis
Discover the ultimate roadmap to elevate your accounting firm's profitability with our comprehensive guide. Explore expert strategies and insights tailored to efficiently manage resources, enhance financial practices, and maximize your bottom line. Whether you're a seasoned professional or just starting, this guide will empower you to make informed decisions, streamline operations, and achieve enduring financial success.
Accounts Management For Handling Business Financial Transactions Complete DeckSlideTeam
Create a meaningful presentation by employing Accounts Management For Handling Business Financial Transactions Complete Deck. This presentation will help to analyze the cost incurred on accounts outsourcing with comparison to business accounting. Our content-ready account management framework PowerPoint complete deck is helpful for the third-party accounts outsourcing company for representing their business operations to the small or mid-scale business to outsource their accounting management. Take advantage of accounting outsourcing PPT layouts to reduce the operating costs of businesses, improve their business core focus, improve their quality of work. Our ready-to-use PPT slides also cover the project status slide where the company can show the progress of accounting management to its clients. Subscription packages with their offers, costs, and next steps can also be presented in this visually appealing PPT presentation. Therefore grab our professionally designed account management plan PPT slide deck without any delay. https://bit.ly/3txhuGN
We Mind Your Business.
At creative business consultancy we undertake all finance, accounts and reporting projects that add value to the business and help sustainable growth of business on right pace.
Do you have the right tools to measure your financial performance? Do you know what elements are necessary to guide your business? Based on last year's rave reviews, Autotask's own Chief Financial Officer, Vince Zumbo, will return to lay out the fundamentals of planning and monitoring your financials for success. Vince will be aided by Autotask Product Manager Joe Rourke who will demonstrate how you can apply what you've learned by leveraging Autotask to support your business' optimal financial health. This session is full of tips, templates and insights that are used by financial professionals today and can be used by organizations of all sizes.
[Presenters: Vince Zumbo & Patrick Burns, Autotask]
Client Onboarding The Ultimate Guide amp Free TemplateKashish Trivedi
When it comes to client onboarding, you’re responsible for making the best first impression possible. Without proper standardization, it can be too easy for things to slip through the cracks. Luckily, standardization can stop you from fumbling the bag. You do want to ace your client onboarding, right? Here at Process Street, we love to turn everything we do into a process. Client onboarding is one of those recurring things we needed to standardize into a repeatable workflow. It’s through this standardization that we’re able to provide consistent onboarding experiences to our clients. Through the thousands of clients we’ve onboarded throughout the years, we’ve been able to understand that great client onboarding is all about having a super strong system in place.
Our principals are Chartered Accountants with commercial & private practice experience. We understand your needs and what and who it takes to satisfy them.
Admirable Worldwide is one-stop consultancy firm offering comprehensive solutions in Financial Planning and Consulting. We help individuals and corporates to achieve their strategic goals and objectives as well as increasing process efficiencies to optimize revenue and bottom line. For further details, please visit "http://www.admirableworldwide.com/".
John O’Leary, nationally bestselling author of “On Fire: The 7 Choices to Ignite a Radically Inspired Life,” will be speaking on these choices at this year’s Digital CPA Conference. In this webcast he and John Engels, leadership coach with over 30 years experience, will join Erik Asgeirsson, CEO of CPA.com, to discuss the importance of owning your successes, failures and leadership. Get tips on stopping a culture of blaming and finger pointing, and build a culture of accountability. Everyone plays a role in the effectiveness of their team and firm. Use this 1 hour webcast as short firm retreat and open the dialog among colleagues.
Staying Relevant…it's top of mind for every CPA and managing partner today. Will technology disrupt my practice? How do I move from compliance expert to strategic advisor? These are questions practitioners struggle with every day. Erik Asgeirsson, President and CEO of CPA.com, the technology subsidiary of the AICPA, will provide insights and observations on today’s digital landscape, including disruptive and transformative technologies driving change in audit, tax and client accounting services and what firms across the country are doing to stay relevant.
Anticipating the future is hard. But in today’s fast paced world it’s more critical than ever. And there are techniques available that can help you mitigate innovation risk and be more effective at strategic planning. Daniel Burrus, one of the world’s leading futurists on trends and innovation and NY Times bestselling author, uses his success and expertise to teach others how to build their competency of anticipation.
In this session, Erik Asgeirsson, CEO of CPA.com, and Daniel Burrus will discuss:
The hard trends report gathered from firms at DCPA 2016
What this means for firms
How to capitalize on the opportunities created by these trends.
Get unstuck from analysis paralysis, and gain tools and inspiration to facilitate your firm’s growth with certainty!
Dr. Geoffrey Moore studied the accounting profession and revealed 3 mega trends that were driving significant change in the profession and broke down the 4 stages firms are going through as they transform. Sometimes we need to revisit the core principles as we prepare for a change to ensure the objectives are set and vision is clear. In this session, we will review the core principles of “Harness the Power of the Cloud”. Review the lessons we can learn and focus on what matters most.
CPA.com CEO, Erik Asgeirsson, will provide his annual update on the state of today’s digital firm. Specifically, Asgeirsson will share his perspective on what firms need to do in order to remain relevant in the coming year. He will also provide insight on the key innovations he sees occurring across the different practice areas from new business models, to advances in regulation, to growth strategies driving success. Aligning with this year’s conference theme, Asgeirsson will also introduce ways that firms can truly take the lead while transforming into a Digital CPA.
The cloud is truly transforming the CPA client relationship. Perhaps nowhere is this more evident than in the area of financial reporting and advisory services. In this webinar we will explore this more closely from both the perspective of the practitioner as well as a leading accounting technology provider.
Join Erik Asgeirsson, president and CEO of CPA.com, Marc Linden, CPA, CFO of Intacct, and Marcus Wagner, CPA, CEO of AcctTwo Shared Services, as they discuss the following:
How today’s accounting solutions are driving agility and improving advisory capabilities
Strategies for increasing firm relevance
Trends in modern day cloud financials
Will Your Firm Thrive or Just Survive? The Critical Competency for Today’s Pr...CPA.com
Today, the world of professional education, and accordingly the accounting profession, is migrating toward a competencies-based learning approach. But what are the most critical competencies for practitioners and firms to thrive in today’s ever changing, fast paced business environment?
Most of us wish we had the prowess for predicting future trends, but others have tried and true competencies in this area. Daniel Burrus is one of the world’s leading technology forecasters and innovation experts and the featured keynoter speaker at this year’s DCPA16. He is globally recognized for his exceptional 30+ year record of accurately predicting how technological, social, and business forces converge to create untapped opportunities.
Join CPA.com president and CEO, Erik Asgeirsson as he discusses the critical Anticipatory competency with Daniel Burrus, Horne LLP CEO Joey Havens and the CEO of the Maryland Association of CPAs, Tom Hood. This webinar will cover:
· The difference between hard trends and soft trends
· Why it is important to identify trend types
· Use cases of how these skills are being used in the profession
If you are like most firms you’ve designed your service offerings around accounting, tax, audit,
litigation support, etc. – the traditional accounting and tax firm services and then organized your
firm to serve clients of all business types and industries as long as they fit under the service
offerings. Learn why this model may no longer be appropriate to serve today’s business clients.
Review case studies of firms that have made the change to a vertical focus first and then aligned
their service offerings to meet the needs of a vertical niche.
Sales and Use Tax: What your Firm Needs to KnowCPA.com
One of the fastest growing niche areas for firms is Sales and Use Tax client advisory services. It’s an area that is increasingly complex for businesses to understand and comply with. It impacts businesses large and small. Audits can be time consuming and costly. The rules are fluid and the target keeps moving. It’s not a question of if there will be additional change but rather how. Will it come through legislation? Will it come through the courts? Clients turn to their trusted professionals when it comes to navigating complexity. Are you current on what you need to know?
Please join Erik Asgeirsson, president and CEO of CPA.com, Andrew Johnson, CPA, and Vishal Thakkar as they discuss:
What you need to know in regards to recent sales and use tax updates
The basic principles of nexus, and the implications surrounding it
The sales tax ramifications of selling online, and how to get a sense of your clients’ activity
Learn about the steps to build a sales and use tax practice
CPA.com and Confirmation.com are bringing private company financial information exchange into the 21st century with their new financial clearinghouse solution, RIVIO. The platform validates CPA Firms, and ensures that unaltered financial documents are delivered to key financial stakeholders (CPA Firms, Lenders/Investors, and Private Businesses). This document provides an overview to the RIVIO Clearinghouse, the New Benchmark in financial document exchange.
Being a Digital CPA is above and beyond the use of technology; it is about a mindset and employing technology to the point of transforming the way you interact with clients, staff and your overall business model. Are you simply using hardware and software or are you a true Digital CPA?
We hear a lot about growing business which tend to lead to thoughts of adding services to existing clients, increasing rates, finding new clients, etc. Now factor in the impact of templosion, what is your strategy for a relevant and growing practice? When we think of growth and being future ready you should pause to reevaluate your growth strategies. In this webcast we will cover tactics to consider when growing a future ready CPA firm through a focus on innovation, being responsive to technology change, involving various team members and more.
The future ready cpa are you ready for the challenge - PICPA Leadership Con...CPA.com
Increasing complexity in the future will continue to challenge individual CPAs, their firms and
their clients. CPA.com has partnered with the Institute for Global Futures in an effort to understand
the current state of the profession relative to being “future ready”. Come and learn how
to better anticipate change and adapt faster. Better preparedness to meet the challenges of the
future is critical to tomorrow’s success.
AccountantsWorld Expert Series - Building a bridge to cpa firm of the futureCPA.com
What does the power of smart business mean for CPAs and their clients? In this era of change for the profession, digital transformation, globalization and other forces in play, this is one of the most challenging and exciting times to pursue a career as an accountant. Erik Asgeirsson, president and CEO of CPA.com, will discuss aspects of the changing technology landscape, the challenge of staying relevant and the great opportunities that lie ahead for those who embrace technology and specialization.
2 Emerging Categories for Trusted Business: ACA & SALTCPA.com
The Affordable Care Act (ACA) and tax reform and state & local taxes (SALT), are topics under constant public and governmental scrutiny. Multiple regulatory updates and changing political landscapes add to their ongoing and evolving complexities.
As a CPA and a Trusted Business Advisor, take this opportunity to explore if and how this fits into client advisory services of today and learn many of the latest updates. During the webcast, we’ll cover some of the must-know regulatory changes and how you can translate the knowledge into strategies to discuss with your clients.
You’ll gain:
Deeper insights into the ACA and SALT
Essential client advisory talking points
Practitioner-focused resources
Creating vertical depth in a horizontal firmCPA.com
If you are like most firms you’ve designed your service offerings around accounting, tax, audit, litigation support, etc. – the traditional accounting and tax firm services and then organized your firm to serve clients of all business types and industries as long as they fit under the service offerings. In this session, learn why this model may no longer be appropriate to serve today’s business clients. We will review case studies of firms that have made the change to a vertical focus first and then aligned their service offerings to meet the needs of a vertical niche to match the needs of today’s business owner.
Todays client accounting services: new names for the same service?CPA.com
The pendulum is swinging back on the value of client accounting services to firms and clients in this digital age. Cloud based technology and more tech savvy clients has moved these traditional services from a compliance oriented business to an advisory and consultative service line for firms. In this session you will discuss the spectrum of accounting offerings today, how to effectively communicate the value and think about the driving forces to set the course for your firm.
With the end in mind choosing the right solutionsCPA.com
You need to re-examine your processes and look for improvements, but where do you start? One strategy is to redesign your workflow and find the right solutions to build it, but if you don't what is possible, where do you get that insight and what if what you want doesn't exist? In this session, we discuss this balance between re-imagining your workflow in your office and finding solutions that will help you get there.
Cloud technology has enabled a transformation in client accounting services, but this metamorphosis is not complete. Erik Asgeirsson, president and CEO of CPA.com, will lead a discussion on the mindset, strategies and future readiness of the Digital CPA. Being a digital CPA is not about using technology, it is about employing technology to transform your business model and be prepared for the new industries and expectations ahead.
The future ready cpa – are you ready for the challenge nj showCPA.com
Increasing complexity in the future will continue to challenge individual CPAs, their firms and
their clients. CPA.com has partnered with the Institute for Global Futures in an effort to understand
the current state of the profession relative to being “future ready”. Come and learn how
to better anticipate change and adapt faster. Better preparedness to meet the challenges of the
future is critical to tomorrow’s success.
DOJO Training Center - Empowering Workforce ExcellenceHimanshu
The document delves into DOJO training, an immersive offline training concept designed to educate both new hires and existing staff. This method follows an organized eight-step process within a simulated work setting. The steps encompass safety protocols, behavioral coaching, product familiarity, production guidelines, and procedural understanding. Trainees acquire skills through hands-on simulations and rehearsal prior to transitioning to actual shop floor duties under supervision. The primary aim is to minimize accidents and defects by ensuring employees undergo comprehensive training, preparing them effectively for their job roles.
The Jamstack Revolution: Building Dynamic Websites with Static Site Generator...Softradix Technologies
In this infographic, the Jamstack architecture emphasizes pre-rendered content and decoupling the frontend from the backend. It leverages static site generators (SSGs) to create fast-loading HTML files and APIs for dynamic functionality. Benefits include improved performance, enhanced security, scalability, and ease of deployment. Real-world examples include Netlify, Gatsby, and Contentful. https://softradix.com/web-development/
Office Business Furnishings | Office EquipmentOFWD
OFWD is Edmonton’s Newest and most cost-effective source for Office Furnishings. Conveniently located on 170 street and 114 Avenue in Edmonton’s West End. We take pride in servicing a client base of over 500 corporations throughout the Edmonton and Alberta area. OFWD is in the business of satisfying the home or corporate office environment needs of our clients, from individual pieces of furniture for the home user to the implementation of complete turn-key projects on much larger scales. We supply only quality products from reputable manufacturers. It is our intention to continue to earn the trust of our clients by dealing with honesty and integrity and by providing service and after sales follow-up second to none.
Delightful Finds: Unveiling the Power of Gifts Under 100JoyTree Global
Stretch your budget and spread joy! This guide explores the world of gifts under 100, proving thoughtful gestures don't require a hefty price tag. Discover unique and practical options for birthdays, holidays, or simply showing someone you care. Find inspiration for every occasion within your budget!
Experience the breathtaking beauty of a Waikiki sunset aboard the MAITAI Catamaran. Sail along the stunning coastline as the sun dips below the horizon, casting vibrant hues across the sky. Enjoy the gentle ocean breeze, refreshing drinks, and a relaxed atmosphere. This unforgettable voyage offers panoramic views of Diamond Head and the Waikiki skyline, making it the perfect way to end your day in paradise. Join us for a memorable sunset cruise you won't forget. Please visit our website: https://www.maitaicatamaran.net/ and call us at 808-922-5665 for additional information.
What Are the Latest Trends in Endpoint Security for 2024?VRS Technologies
In this PDF, Discover the top 2024 endpoint security trends, including zero trust, AI integration, XDR, cloud security, and enhanced mobile protection. VRS Technologies LLC supplies the top level Endpoint Security Service Dubai. For More Info Contact us: +971 56 7029840 Visit us: https://www.vrstech.com/endpoint-security-solutions.html
Colors of Wall Paint and Their Mentally Properties.pptxBrendon Jonathan
Discover how different wall paint colors can influence your mood and mental well-being. Learn the psychological effects of colors and find the perfect hue for every room in your home.
Get your dream bridal look with top North Indian makeup artist - Pallavi KadalePallavi Makeup Artist
Achieve your dream wedding day look with renowned North Indian bridal makeup artist, Pallavi Kadale. With years of experience, her expert techniques and skills will leave you looking flawless and radiant. Book today for your perfect bridal makeover.
All Trophies at Trophy-World Malaysia | Custom Trophies & Plaques Supplier. Come to our Trophy Shop today and check out all our variety of Trophies available. We have the widest range of Trophies in Malaysia. Our team is always ready to greet your needs and discuss with you on your custom Trophy for your event. Rest assured, you will be with the best Trophy Supplier in Malaysia. The official Trophy Malaysia. Thank you for your support.
Comprehensive Water Damage Restoration Serviceskleenupdisaster
Find out how Disaster Kleenup's professional water damage restoration services can quickly and efficiently restore your property. Find more about our advanced techniques and quick action plans. Visit here: https://iddk.com/disaster-cleanup-services/flood-damage/
Top Best Astrologer +91-9463629203 LoVe Problem SolUtion specialist In InDia ...gitapress3
Top Best Astrologer +91-9463629203 LoVe Problem SolUtion specialist In InDia Love ProBlem asTroloGer +91-9463629203 love problem solution astrologer
best love problem solution astrologer
online love problem solution astrologer
love problem solution astrologer in india
love problem solution astrologer in kolkata
love problem solution astrologer near me
love problem solution astrologer in ludhiana
love problem solution astrologer acharya ji
love problem solution astrologer in delhi
love problem solution astrologer amritsar
astrologer love problem solution
astrologer for love problem
astrology love problem solution
love solution astrologer
love problem solution specialist astrologer
love problem solution by astrologer
astrology love problem solution baba ji
love problem solve astrologer
love problem solution usa
love problem solution expert astrologer
astrologer for love marriage problem solution
love problem solution astrologer in mumbai
love problem solution muslim astrologer
love marriage specialist astrologer problem solution
famous love astrologer
love problem solution astrologer specialist
love problem solution astrologer baba ji
Islamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxamilabibi1
Islamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docxIslamabad No 1 Amil Baba In Pakistan amil baba kala ilm.docx
Business Solutions with .NET Development in Quantum Computing.pdfQServices Inc.
Unlock the power of quantum computing with QServices. Our .NET experts deliver cutting-edge solutions to drive your business forward. Experience the future of computing and gain a competitive edge today.
A Bulgarian work permit is valid for up to one year, after which it can be renewed as long as the conditions of employment have not changed. After obtaining a work permit, the employee will need to apply for a Type D visa at the Bulgarian embassy or consulate in their country. Urgent requirement for Bulgaria 🇧🇬🇧🇬work D Category National Permit Visa ( Indian /Nepali Nationality only) Visa Validity - 3 to 6 months on renewables basis. Job category - General worker/ Helper Salary - 800 Euro @ 8 hrs.+ Over time extra Age- 20- 40 years Total processing time -4-5 Months
Are Seamless Gutters Worth It? Explore nowacadiaborton
Seamless gutters live up to their name: they are uncomplicated gutters that flow freely without needless joins or seams. They do have seams, but they are limited to the downspouts and corners. Painted metal is used to make seamless gutters. If you're wondering why seamless gutters could be preferable to traditional ones, keep reading this ppt for the advantages.
Unlocking Insights: AI-powered Enhanced Due Diligence Strategies for Increase...RNayak3
Explore how a risk-based approach to Enhanced Due Diligence can deliver effective Anti-Money Laundering (AML) compliance and monitoring in banking and financial services.
Are Gutters Necessary? Explore the details now!AmeliaLauren3
Gutters are typically installed at a slight downward slope to allow water to flow freely towards downspouts or drains – the downspout being the vertical pipe attached to the gutters. The water is subsequently transported by the downspout to either the ground or an underground drainage system. Maintaining a gutter system that is free of blockages and functional requires regular maintenance.
But, many wonder in what situations gutters are required and not required. In this ppt we will discuss in detail the matter, ‘Are Gutters Necessary?’
Earth moving equipment refers to heavy-duty machines used in construction, mining, agriculture, and other industries to move large amounts of earth, soil, and other materials. These machines include excavators, bulldozers, loaders, and backhoes, which are essential for tasks such as digging, grading, and leveling land.
Earthmovers is a leading brand in the industry, known for providing reliable and high-performance earth moving equipment. Their machines are designed to handle the toughest jobs with efficiency and precision, ensuring optimal productivity on any project.
2. Introductions
Deneen Dias
Strategic Account Manager, CPA.com
6 years working with firms on ways to utilize cloud
technology to transform their client accounting practice
Helps hundreds of firms evaluate, implement, and
leverage technology to improve internal processes as
well as enhance their client relationship
Consults with firms on ways to add new revenue
streams from new services lines including Business
Process Outsourcing (BPO), and real time advisory
services
Brings 10 years of experience working with firms of all
sizes
3. Empowering CPA’s and businesses for the
Digital Age
CPA.com is a subsidiary of the AICPA
5. Dixie McCurley
Trusted CFO Solutions, Co-founder & Partner
Headquartered in Atlanta, GA (14 Staff)
Certified Intacct® BPO Partner & Bill.com
QuickBooks ProAdvisor, Member of Mindshop
International
Nationally recognized thought leader in cloud-based
accounting.
As a self-proclaimed “foodie”, Dixie spends her free
time dining at the hundreds of restaurants Atlanta has
to offer.
Introductions
7. Disruptive Technology has changed our LIVES
Consumer Market Is Well Ahead of Business Market Related To
Leveraging Cloud Computing
BUT BUSINESS MARKET IS CATCHING UP!
10. Dr. James Canton Believes
Technology
is so disruptive for the
profession THAT…
tax returns and compilations
will one day be FREE?
11. EVOVLING CLIENT NEEDS - What Clients Want
Top 3 for How SMBs Selected Accountant
o Expertise
o Responsiveness
o Proactive Strategic Advice
Top 3 for Services Desired Outside of Services
Already Received:
o Business planning
o Business strategy
o Create Dashboards to monitor business
*The Sleeter Group research published April 9th, 2014
http://www.sleeter.com/blog/2014/04/smbs-want-accountant-2014-update/
Why SMBs leave
accountants:
#1 Does not give
proactive advice,
only reactive
12. Client Accounting Services
Outsourced accounting has undergone a great deal of change
over the years driven by:
o Demands of businesses
o Emergence of leading cloud technologies
1990
2000
Today
Today’s
opportunity
Cloud-based
Integrated
Paperless
Dashboards
Real-timeSmall businesses push
work back to firms to
focus more on their
business
Role of firms reduced
QuickBooks introduced
to small businesses
13. Firm Value Chain
Input Data
Assemble
& Verify
Report
Analyze &
Interpret
Advise &
Consult
Higher Value
& Future Focus
Lower Value &
Historical Focus
14. Client Accounting Services
What it’s Not:
o Bookkeeping
o Write Up
o After the fact reporting
Covers a variety of services, including:
o Financial Statement Preparation
o General Ledger/Trial Balance
o Cash Flow Management
o Payroll Preparation & Reporting
o Accounts Payable and Receivable
o Transaction Processing (BPO)
o Virtual CFO Services
o Controllership
o Business Advisory
15. Client
Accounting
Services
• Firm typically has 25-200 clients
• Clients have $1 - 5 Million
annual revenue
Firms are charging value-add bundled retainer fees
for these services – $1,500 - $5,000 / mo.
Most Common Services:
• Financial Statement Preparation
• General Ledger/Trial Balance
• Payroll Reporting
• Cash Flow Management
• Payroll Preparation
• Transaction Processing (BPO)
• Virtual CFO Services
Majority of Outsourced Accounting
clients have between 5-25
employees
CPA Firm Client Accounting Services Profile
16. Making It Your Own
Opportunity to differentiate your services
Determining the services you want to offer
Clients you want to provide those services
for
Elevate your role as a trusted advisor
It’s easier to be different then better to
stand out!
17. Growth Opportunities
Opportunity to not only grow profits, but also grow the
relationships with your clients
Additional services that extend well beyond the periodic delivery of
reports and financial statements
Firms that offer outsourced accounting are providing services
throughout the year and building stronger and longer-term
relationships with clients
18. Accounting Services Today
The Opportunity
o Ride the wave of demand for outsourcing
o Leverage cloud technology to achieve productivity
19. Challenges Firms Face
Resistance to change
Lack of understanding of the new client accounting services and
the need for it
Lack of proper resources and time
Implementing technology before putting together a business plan
and strategy
Accommodating needs of any client
Unsure how to position these services to clients
21. Common Objections from Firm Leadership
1. We already provide consulting services for clients – how is this different?
2. How can we make money at this when write-up has been such a loss
leader?
3. If I am a tax or audit partner – why do I care about this?
4. As a firm we bill by the hour and on terms – how can we change from
that?
5. Everyone in the firm is already swamped. How can we possibly take this
on right now?
6. What are the key measures for success for this division?
7. Can we use staff from tax, audit and other departments for this?
8. How are we going to move to the cloud?
22. Common Objections from Firm Staff
1. I am already buried in work – how are you going to make room in my
schedule for this?
2. Already doing bookkeeping for clients – how is this different?
3. How will my performance be measured?
4. What is my training plan?
5. What is my path for advancement (partner path) in this new area?
6. What are the advantages to our firm doing this?
7. How will clients communicate with me?
8. How will I know if a client is going “out of scope?”
23. Common Client/Prospect Objections
1. Why would I use your services vs. hiring someone in- house?
2. If you are keeping all of my records, what happens if your firm closes or
something else happens, or if I decide to change firms?
3. How do I know my data is secure?
4. If remote, how will I reach my accountant?
5. Why do I have to pay you in advance each week (or month)?
6. What will I get from you every week, month, etc. as part of my services?
7. If my services with you are supposed to be “fixed fee,” why are you
asking me for an additional amount for “service orders?”
24. Where to Begin: Starts with a Business Plan
3 Key Strategic Decision Points
o Determine current and desired state of your client accounting service practice
o Identify technology investments appropriate to stages of transition underway
o Organize change management around specific business practice
transformations and technology deployments
Establish goals
Determine target clients - What vertical niche(s) will you focus on?
Pricing
Tools - What cloud technology aligns with your goals?
25. Assemble Your Team
Partner-in-Charge CAS Business Group
Business
Development
Marketing/Sales,
Finance,
Human Resources,
Technology, etc.
Director of Client Accounting Services
Virtual CFO
Implementation
& Client Support
Services
(separate positions as
the firm grows)
Client Relations (Client
Scheduling, Contract
Maintenance, Client
Satisfaction)
Virtual Controller
Accounting Manager
Accounts
Payable
Accounts
Receivabl
e
Payroll
26. Service Delivery Platform
Service delivery platform is a term used regularly in the “cloud-
computing” world
o Defined as the available technology components and/or solutions
that will be used in the client accounting service delivery model
For example: could include the following integrated business
solutions
o Intacct: Financials-on-demand
o Bill.com: cash flow and bill management
o Paychex: integrated payroll services
o XCM: workflow management
Position your firm’s capabilities, not the technology you use to
deliver your services!
27. What about Cloud Technology?
What technology matches your business
plan?
YOU PICK the tool you use to deliver
your services
28. Addressing Objections
Firm Leadership: Lead with the profit
potential
Firm Staff: Lead with the benefits to
helping them do their job and the ability
to establish a stronger, longer-term
relationship with clients
Clients/Prospects: Lead with the
additional services that will help them
grow their business
29. Firm Leadership
Lead with profit potential
Give a well organized presentation to firm
partners/stakeholders
o Educate on the new type of CAS services
o High-level overview of the business plan and strategy
Key points to highlight in presentation and discussions
o Easier to get a client in CAS then a new tax & audit client
o Need to stay relevant
o If you are not going to be responsive to your client wants,
someone else will be – other firms will take your business
30. Lead with the benefits: efficiency, productivity. The ability to be more of a
partner with clients
Arrange a lunch & learn to present internally
Communicate value proposition
Key points to highlight in presentation and discussions
o We have to stay ahead of the technology, clients are looking to us to help them
o Easier to work remotely
o Ability to service more clients
o More visibility into client information
o Changing their job for the better – more efficient
o Easier to recruit new graduates – entrenched in technology
Leading Change Within the Firm
31. Building the Value Culture
Our firm is different… For the growing, profitable client, we are the
Trusted Advisor and the “in-the-trenches,” MVP on their team.
We will be a key contributor to their continued growth and long-
term success, and we do not undervalue what this is worth!
We realize and accept that we are NOT the right fit for every client.
We are always prepared and content to walk away from a
prospect.
32. Don’t Spread Your Staff Too Thin
The most successful CAS firms do not share staff from other
departments (tax, audit, etc.).
Your CAS team members need to be experts in this area,
ESPECIALLY if you will be providing CFO services
Your team will be working with clients 12 months out of the year –
your clients will suffer if your CAS staff is also responsible for tax
return preparations and audits
33. Develop an Internal Advisory Board
Involve staff at every level of the CAS department
o Gain constructive feedback and ideas from every angle
Meet weekly during the early stages of the transition. Monthly
meetings are then recommended to keep communication active
o Provides valuable insight as to employee morale, client feedback, etc.
o Invite guest speakers from 3rd party vendor companies, professionals in
human resourcing, marketing, technology, etc., to continue bringing new
ideas and energy to the group.
Rotate your committee membership
o Have new potential members “apply” for a position on the Committee
and complete an interview process for selection.
34. Clients/Prospects
Lead with additional services and benefits to clients
o Business intelligence
o Real-time visibility
o Dashboards
Key points to highlight in presentations and discussions
o More secure
o What can they do with the information – answer clients bigger
questions
o Right people, right information, at the right time, to make the right
business decisions
35. Selling the Value
It is not easy to BECOME a
client of our firm.
It IS AWESOME to BE a client
of our firm.
36. Build Value with a Strategic Prospect-to-Client Process
Qualification of prospect / analysis of existing client opportunities
Ongoing Services
Phase 4 Monthly recurring virtual accounting and Controller/CFO services
(Firms are charging $1500-$10,000+ monthly fees for this)
Short Term CFO/Tech Consulting
Phase 3 Data File Clean-Up, Staff Training, Management Report
Package Preparation, Process Implementation (CFO)
Client Needs Assessment
Phase 2 Initial Client Needs Assessment (firms are charging between $2,000-6,500+
for this). May be accompanied by financial clean-up and/or other services
Prospect Qualification
Phase 1 Prospect Questionnaire
Learn how at the Client Accounting Workshop!
37. Easing Clients into the Changes
New Client Welcome Kit (even for existing clients being
migrated) that describes:
• Overview of the solutions being implemented for the client and
their purpose
• Implementation Process (including interaction with client to
establish users and permissions, processing schedule, etc.)
• Training Schedule
• Ongoing reporting cycle and weekly/monthly meeting schedule
• Accessing support (when to contact us vs. the solution provider,
how to enter or call in support and/or “change order” requests”)
38. Roadmap for Profitably Moving Your Client Advisory
Services Practice to the Cloud
Our workshop provides a step-by-step roadmap for the successful start-
up of or transition to a value-priced, standardized outsourced accounting
and advisory services practice using cloud-based technology solutions
Get started on your business plan
2 days dedicated to work on this important part of the process
Learn all the key ingredients for success:
o How to staff for success
o How to package and price your services
o How to engage clients
o Marketing
39. Other Workshop Topics
Engagement letter templates and service level agreements
Key cloud based solution case studies to build the model
Key performance indicators (KPI’s) success factors
Rich virtual toolbox of templates and documents to complement
Collaborative engaged exercises to enhance learning
Small facilitated group to enable shared learning amongst
participants!
40. Assessments - $10,000
Implementations - $10,000 - 25,000
Monthly Services - $7,500 – 10,000
Now, fit clients to our services
Say “No” a lot, if not a good fit
Profitability = 30-35%
Assessments - $2,500
Implementations - $2,500
Monthly Services - $2,500
Started with 2 clients
Would fit our services to clients
Say “yes” a lot, even if not a good
fit
Profitability = 10-15%
Trusted CFO Solutions: Then & Now
TCFOS OCT 2011: TCFOS 2015:
42. What Past Attendees Had to Say
“The best thing about the workshop
was that I came away thinking: we
can do this! The facilitators showed
us how it can be done through real-
life examples, including explaining
potential obstacles and how to
overcome them.”
- Barbara Ostrander, CPA Vanacore,
DeBenedictus, DiGovanni &
Weddell LLP
“I was truly blown away by the
difference in the mindset of how to
make this type of practice work, and
I’m holding on tight to that and so
excited to start implementing it
here.”
- Claire Joyce , MSA, CPA,
Postlethwaite & Netterville
43. Roadmap for Profitably Moving Your
Client Advisory Services Practice to
the Cloud
Dallas, TX : 10/28 – 10/29
*Save $300 when you register by 9/30
San Mateo, CA: 1/19 – 1/20
*Save $300 when you register by 12/22
Upcoming Workshops
Visit CPA.com/casworkshop for more information