As a Bill.com partner, enjoy an exclusive discount on the CPA.com and AICPA CAS Roadmap workshop. Feedback from other firm attendees has included, "This is a 'MUST GO TO' workshop if you are building a CAS practice."
Reach out to your Account Manager for your Bill.com discount discount code to apply to your registration.
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About the Workshop
Advanced cloud technology has transformed client accounting services. Integrated cloud applications support a highly efficient digital workflow that enable firms to access up-to-the-minute data and provide higher-value advisory services that support clients' long-term financial success. More and more businesses need accounting support, and are looking for a Trusted Business Advisor® that can provide a range of services, from back-office accounting work to controller and CFO level services.
Our proven and tested education program, combined with our collaborative consultative approach, moves progressive firms forward in their transition to higher-level advisory services and cloud-based technology. The workshop, offered at various cities across the country, provides a step-by-step roadmap covering the most advanced framework and best practices to help you achieve success in this area.
Learning Objectives
- Develop a strategic plan to build your own cloud-based client accounting services practice.
- Manage the client engagement process, including client assessment, services design, implementation, and more.
- Select and enter vertical markets such as non-profit, professional services, restaurant, and others.
- Build the right pricing model with tools and resources to help you accurately determine fees and value price your services.
- Scope engagements through comprehensive engagement letter and service level agreement construction.
- Find and recruit top talent to manage your outsourced accounting services.
- Develop a marketing and sales plan to ensure you continue to build your clientele.
- Measure results with key performance indicators and critical success factors.
Reach out to your Account Manager for your Bill.com discount discount code to apply to your registration.
