P R O F E S S I O N A L S E R V I C E S

Locations:

New York City | Atlanta | Chicago and More

Recommended CPE Credit:

12

Program Level:

Basic

Client Accounting Services WorkshopBuilding a Profitable, High-Performance Client Accounting Business

Register at CPA.com/CASworkshop855-855-5CPA

Two-day Workshop Event

Workshop Highlights Advanced Cloud technology has revitalized client accounting services. Integrated cloud applications support a highly efficient digital workflow that enables firms to access up-to-the-minute data and collaborate with clients in real-time...at any time. Immediate access

to data also enables practitioners to deliver far more sophisticated business intelligence—positioning them to offer higher-value advisory services that support clients’ long-term financial success.

This workshop was developed to help you build a profitable, high-performance client accounting business. You will learn how to:

• Develop a Strategic Plan—to effectively guide you through the transition of building your own cloud-based client accounting services.

• Review Best Practices—for the client engagement process, including client assessment, service design and implementation, and more.

• Enter Vertical Markets—the how-to of niche market selection and succeeding within specific niches such as non-profits, professional services, restaurants, etc.

• Build the Right Pricing Model— an introduction to new tools and resources to help you accurately determine fees and value price your services.

• Staff for Client Accounting Services— the how-to of identifying qualified staff to manage your outsourced accounting services.

• Develop a Marketing and Sales Plan—to ensure you continue to build your clientele.

• Access a Toolkit of Valuable Resources—such as template engagement letters, marketing plans, and more.

Topic Descriptions: 1. Building the High-Value Client Accounting Services Practice

Building a leading Client Accounting Services (CAS) practice doesn’t happen overnight—it requires strategic planning, transformational leadership, advanced technology, and a client-centric focus. Learn how to properly plan, implement, and successfully manage CAS offerings for a productive and profitable future.

2. Client Service Delivery - Best Practices for Client Engagement and Management

Learn how to develop a sound client assessment process and deliverable to support higher-value advisory services. You will also be introduced to the resources within the Trusted Business Advisor Toolkit, including service agreements, engagement letters, and an instructional manual that guides clients on the work

schedule, what they can expect from your firm, and general process tasks. You don’t have to reinvent the wheel. Our toolkit provides the resources necessary to ensure a smooth service delivery process.

855-855-5CPA

Who Should Attend? Client Accounting service practice leaders, key staff, partners in small to large CPA firms, and firm business development and marketing professionals.

Introducing Your Content Experts...

Thomas R. Gawne, CPA Director of Professional Services CPA.com

Steve Chaney, CPA Founder & CEO Chaney and Associates

Nicole M. Ksiazek, CPA Senior Manager Fesnak & Associates, LLP

Dixie McCurley, CPA Partner Trusted CFO Solutions

Workshop Agenda

3. Pricing the Service Delivery Model

Most practitioners agree that service pricing is always a big challenge. Learn essential tips on how to price your services based on value. We’ll instruct you on how to properly price engagements and introduce you to successful strategies for billing and collections based on a fixed-fee, value-added pricing model.

4. Staffing for Success

Meeting the needs of your clients requires top-performing staff. Learn how to recruit the right employees—those with the proper skills to effectively handle client accounting service tasks and provide clients with a rich experience. We’ll show you how to evaluate your current staffing structure and implement strategies to identify, hire, and retain top talent.

5. Marketing and Sales for the Cloud-Based CAS Practice

Developing a comprehensive marketing and sales plan typically isn’t a core competency of most CPA’s—but is a critical component of success. Learn how to develop a successful marketing and sales program to effectively measure campaign results, ensure return on investment, and define the ideal prospects to convert to clients. You will leave this session with a sound blueprint for marketing and sales efforts.

Register at CPA.com/CASworkshop

Day 1

9:00 am Welcome and Introductions

Building the High-Value Client Accounting Services Practice

Client Service Delivery - Best Practices for Client Engagement and Management

Group Exercise I - Client Assessment Scenario

Pricing the Service Delivery Model

Group Exercise II - Sample Pricing Scenarios

Client Engagement Letter and Service Level Agreement

Key Takeaways from Day 1

5:00 pm Review/Q & A

Day 2

9:00 am Review and Q & A from Day 1

Key Cloud-Based Solution Tool Studies

Staffing for Success

Measuring Results – Critical Success Factors and Key Performance Indicators

Group Exercise III - Roundtable Q & A on Selling to Stakeholders

Business Planning for the Cloud-Based CAS Practice

Marketing and Sales for the Cloud-Based CAS Practice

Seven minute Presentation Exercise

Defining Your Action Plan

5:00 pm Review/Q & A

CPA2Biz is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: www.nasba.org.

Secure your seat at this information-packed two-day workshop and learn how to build a profitable Client Accounting Service area in your firm.

Register at: CPA.com/CASworkshop

Questions? Call: 855.855.5CPA Email: inquire@hq.cpa.com

Register Today!“Thank you for putting on such a valuable workshop. I honestly believe it was one of the more valuable classes that I have taken for some time. It will have measurable effects on my practice.”

- Arthur Moyé, CPA, CITP, CGMAMBS, Accountancy Corporation

Fresno, CA