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Practice Development Toolkit
for your Client Accounting Services group

Practice Development Tools    Glossary of Cloud-Computing Terms
CPA2Biz supports the firms participating in our Trusted Business Advisor programs with white papers, firm case studies, expert guidance, financial best practices, benchmarks and customizable client marketing tools. We are now pleased to provide you with new Practice Development tools and support for firms who are introducing client accounting services delivered via cloud computing to existing and prospective clients. Glossary of Cloud-Computing Terms for Client Accounting Services is a simple dictionary that outlines some of the common cloud-based computing and practice development terms used in our Practice Development Toolkit. Use this to help you have more confidence when discussing cloud computing solutions with your clients.
Best Practices
Best Practices for Bringing a Client's Accounting Processes On-Board Using Cloud Computing
Options for Working Smarter PowerPoint Presentation   This set of PowerPoint slides and free webinar provide an overview of the first two steps of a four step process recommended to successfully bring a new client onboard to a client accounting services environment that uses a cloud computing service delivery platform. The PowerPoint introduces the new tools available:
Client Assessment tool and the Staffing Tool.
For more information on how to use the tools in refining your practice development processes or to learn how you can leverage other Trusted Business Solutions in the delivery of your Client Accounting Services, contact us today.