Roadmap for Profitably Moving Your Client Accounting Services Practice to the Cloud

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ABOUT THE FACILITATORS:
	Nicole M. Ksiazek, CPA Senior Manager, Fesnak & Associates, LLP
Nicole M. Ksiazek, CPA, is Senior Manager and Cloud Accounting Practice Leader in their Financial Management Outsourcing group. She has more than 18 years of experience with an expertise in optimizing accounting processes through software applications. In early 2011, Nicole was tasked with selecting and implementing new systems to standardize and optimize the outsourced accounting and financial management processes that the firm manages for its clients. The firm chose to implement cloud-based platforms to achieve its shared services vision and satisfy the needs of its current and future clients. The outsourcing group supports several industry verticals, including life sciences, consumer products, technology and business services. These clients consist of owner-managed and venture capital backed start-up, emerging growth and lower-middle-market businesses. Since its inception in 2005, Fesnak and Associates, LLP, a full-service firm offering audit, tax, financial management and transaction advisory services, has grown from 13 to 65 employees, while expanding its Financial Management Outsourcing business.
	Jennifer Katrulya, CPA President & CEO Business Management Resource Group, LLC
Since starting the practice in 2004, BMRG has provided outsourced accounting and advisory services to several hundred small and mid-sized privately held companies. In addition, Jennifer provides advisory and mentoring services to growing CPA firms seeking to successfully establish best practices, educate and motivate management and staff during periods of change, and streamline integrated processes in a cloud-based environment. Jennifer’s prior experience includes over 10 years in public accounting with a specialty in technology consulting. She was also the controller for a large multi-state staffing company, where she managed 19 remote offices and a staff that processed weekly payroll for over 7,500 agency employees.
	Steve Chaney, CPA Founder and CEO, Chaney and Associates
Steve Chaney founded Chaney & Associates in 2002 to empower organizations to wisely steward their resources through client-outsourced accounting and business management consulting services. Headquartered in Roseville, California, the 10-year-old firm specializes in the not-for-profit niche, providing financial and tax expertise, including financial reporting, payroll, bill management and controllership services to churches and other faith-based organizations. As a VAR and BPO for both Intacct and Bill.com as well, Chaney & Associates has expanded its services to businesses, organizations, and associations by leveraging its progressive cloud-based accounting processes and business management proficiencies. Steve draws on 16 years of experience and knowledge to educate and consult others on how to leverage cloud-based platforms for efficiency and effectiveness within their organizations and CPA firms. Prior to starting Chaney & Associates, Steve worked as a corporate tax manager for hire with a big four firm.

May, 20 - 21, 2013 AICPA Office, New York, NY Facilitated by Nicole M. Ksiazek, CPA

AICPA Trusted Business Advisor^SM Solutions from CPA2Biz bring to you, this comprehensive two-day group-live training workshop covering the most advanced framework and best practices for a successful client accounting service practice using a cloud-based platform.

We'll discuss 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.

The two-day workshop agenda includes:

• Developing a Strategic Plan for your firm that will guide you through each step of transitioning toward the providing of outsourced accounting and advisory services using today's leading cloud-based technology solutions in a value-pricing model.
• Demonstrating new Trusted Business Advisor Tools and resources to help you more accurately determine your costs and more strategically value-price your services to clients.
• Reviewing principles, standards, policies and best practices to guide you in the client engagement process including client assessment, design, estimating, implementation deployment, operation and service.
• Discovering how taking this approach will support CPAs who have already verticalized, or who wish to verticalize your practice into specific client industries like not-for-profit, professional services, franchises, etc.
• Staffing the best practice outsourced accounting and advisory services practice – discussing the ways firms are finding and recruiting top talent, providing the training, development, and opportunities that drive success, and retaining the high-performing team for the long term using performance based compensation and flexible work arrangements.
• The SWOT Analysis for your firm – take a detailed look at where your firm is now, and the steps you'll take to reach your vision in the coming months.

Who should attend:

Client Accounting Service Practice Leaders, Key Staff, Partners in Small, Midsize, and Large CPA Firms, Accounting Firm Business Development and Marketing Professionals. No advanced preparation is required to participate in this workshop.

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 web site: www.nasba.org

CANCELLATION POLICY :
You may cancel without penalty if written cancellation requests are received up to and including 45 days prior to the start of the workshop. Due to financial obligations incurred by CPA2Biz, a credit less 50% of the registration fee will be issued for written requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event. For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact Vishal Thakkar 212.596.6287.

Brought to you by: The AICPA Trusted Business Advisor^SM Solutions Program from CPA2Biz - Enabling the Firm of the Future^SM.

CPA2Biz, a subsidiary of the AICPA, provides best-in-class marketing and technology services to support accounting professionals throughout the U.S. Its Trusted Business Advisor solutions are cloud-based tools that enable small- and mid-size accounting firms to build more collaborative and strategic relationships with their business clients or employers.