Solutions
Roadmap for Profitably Moving Your Client Accounting Services Practice to the Cloud – Agenda
Day 1 |
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8:30 |
Continental Breakfast | |||
9:00 |
Welcome and Introductions | |||
| • Participant Introductions | ||||
| • Agenda Overview | ||||
9:30 |
Building the High Value Outsourced Accounting & Advisory Services Practice Overview and Value Proposition | |||
| • Preparing the firm for success from the inside out – staffing, technology, and back office management | ||||
| • Gaining buy-in from firm partners and staff and "selling" the value internally | ||||
| • Transitioning from a "by the hour" to a value-priced, bundled service delivery model | ||||
| • Working in "real time" with your clients using cloud-based solutions | ||||
| • Understanding and communicating the firm's key differentiators | ||||
| • Addressing Vertical Markets | ||||
10:15 |
Break | |||
10:30 |
Client Service Delivery — Best Practices for Client Engagement and Management using the Trusted Business Advisor Toolkit | |||
| • Client Communication and Presentation | ||||
| • Client Assessment Process | ||||
| • Documenting entity information and workflow | ||||
| • Documenting business processes for estimating and/or as a value-added service | ||||
| • Developing the Service Delivery Model (SDM) | ||||
12:00 |
Lunch | |||
1:00 |
Group Exercise I | |||
2:00 |
Pricing the Service Delivery Model | |||
| • Estimating the Engagement and Communicating Your Billing Practices |
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| • Development of the Contract Services Agreement (Engagement Letter) based on the Service Delivery Model |
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| • Developing the Service Level Requirements "SLR" |
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2:30 |
The Engagement Letter and Service Level Agreement (SLA) | |||
3:00 |
15 Minute Break | |||
3:15 |
Group Exercise II | |||
4:15 |
Delivering the Promise Using Cloud Technology Solutions | |||
| • Account's Payable | ||||
| • Financial Reporting and Business Process Integration | ||||
| • Workflow | ||||
| • Payroll | ||||
5:00 |
Review/Q&A | |||
6:00 |
Evening Social | |||
Day 2 |
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| 8:00 | Continental Breakfast | ||
| 8:30 | Review/Q&A from Day 1 | ||
| 9:00 | Staffing for Success | ||
| • Find and recruit top talent |
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| • Keep them educated and motivated to succeed |
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| • Retain your winning team for the long term |
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10:45 |
15 Minute Break | ||
11:00 |
Critical Success Factors and Key Performance Indicators | ||
12:00 |
Lunch | ||
1:00 |
Group Exercise III - Q&A Roundtable on Selling to Staff/Partners/Clients | ||
1:30 |
"7 Minute Firm Presentations" Workshop – Group Collaboration Time | ||
2:30 |
"7 Minute Firm Presentations" Workshop – Delivery of Presentations | ||
3:30 |
15 Minute Break | ||
3:45 |
Business Planning for the Cloud-Based CAS Practice | ||
4:15 |
Marketing and Sales for the Cloud-Based CAS Practice | ||
| • Communicating the value proposition – the Elevator Speech |
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| • Marketing the cloud-based practice |
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| • The sales conversation – how to avoid retreating
to the "by the hour" trap |
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| • Tips and tricks for qualifying prospects and turning down work that is not a fit for your practice |
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| • Involve staff at all levels in practice development | |||
5:00 |
Q&A and Wrap-Up | ||
5:30 |
End of Session | ||