Set yourself apart and strengthen your expertise in Client Advisory Services with our Fundamental Client Accounting Advisory Services Certificate.
More firms are expanding their client accounting advisory services and are looking for ways to develop their staff with the skills they need to deliver high quality service to clients. Accounting professionals are looking to add competencies in:
CPA.com and AICPA collaborated with some nationally recognized leaders to design and instruct learning modules on these topics. Upon completion, you will have core competencies in fundamental client accounting service deliverables, and a digital badge to demonstrate your expertise.
Understand what is driving this opportunity and clarifying what CAAS is.
Develop the skills you need to stay aware of emerging technology.
Learn about SSARS21 Section 70 and its impact on client engagement.
Learn how to do workflow analysis and documenting the CAAS process for clients.
Develop the techniques to effectively communicate and consult with your clients.
Learn the core techniques of how to perform a successful client assessment.
Build a successful on-boarding plan to ensure a smooth transistor as you adjust your clients processes.
Measure results with key performance indicators and critical success factors.
Topics Covered at Our
2 Day Live Workshop:
Practitioners in firms that are taking the lead in building CAAS.
You don't have to be a CPA to benefit from this knowledge
Boomer Consulting is a profession leader which has a unique specialty in helping accounting firms improve their workflow. Their lean Six Sigma, Project Management and Workflow/Constraint Management principles to accounting processes; eliminating non-value added steps, improving flow of work, and building quality into every process so that CPA firms can maximize the value of their work and improve their bottom lines.
Strategic Advisor at CPA.com
Greg is one of the most recognized and respected voices on technology within the accounting profession. He has a broad background in the field, having spent time in private practice, as an executive with a top-tier technology vendor and as an editor of a leading publication keyed to accounting technology. He is also a sought-after speaker at trade shows and conferences.
Prior to joining CPA.com, Greg was a consultant to public accounting firms and to technology vendors with a focus on the accounting profession. Additionally, he was the Executive Editor of TheTechGap — the country’s first blog specifically created for the tax and accounting profession and for vendors who seek to serve that community, and Senior Manager of Tax and Technology Consulting with the Top 25 firm of Eide Bailly, LLP.
CPA Growth Guides, LLC
Katie Tolin, Chief Growth Guide, CPA Growth Guides LLC Before founding CPA Growth Guides in 2015, Katie Tolin spent nearly 20 years in professional services marketing in local, regional, super regional and national firms. An award winning marketer, she now helps firms across the country drive top-line revenue and profitability.A frequent speaker and author, Katie is a past president of the Association for Accounting Marketing. For the past two years, Accounting Today named Katie one of the top 100 most influential people in accounting, and she was one of CPA Practice Advisors’ Most Powerful Women in Accounting in 2015. In addition, she was named Accounting Marketing of the Year in 2010 and has won a total of 12 Marketing Achievement Awards from the Association for Accounting Marketing and a Silver Quill and Best of Division award from the International Association of Business Communicators. Katie is also a contributing author to Bulls-Eye: The Ultimate How-To Marketing & Sales Guide for CPAs.
Owner, ACCOUNTability Plus
Al has over 25 years of experience in the accounting profession. After working primarily as a partner and National Director of Audit in the firm of McGladrey and Pullen, LLP and with the American Institute of CPAs as Senior Vice President of Member and Public Interest, Al founded ACCOUNT-ability Plus headquartered in Minneapolis.
Al’s experience in the world of auditing reaches far and wide. This includes helping to standardize the global audit approach of McGladrey and Pullen, overseeing the AICPA’s technical audit and accounting standards, including self-regulation and the CPA examination and implementing paperless solutions.
DIRECTOR, PROFESSIONAL DEVELOPMENT AND COMMUNITY, CPA.COM
Samantha oversees CPA.com’s communications initiatives, including social media outreach and content creation for the Digital CPA Network. She is driven by her passion to help public accounting practitioners leverage technology strategically to grow their businesses.
Prior to CPA.com, Samantha consulted with accounting firms on innovative practices and also conducted internal training at Thomson-Reuters. She was recognized in 2016 as one of Accounting Today’s Top 100 Most Influential People in Accounting and has been named to CPA Practice Advisor’s “40 Under 40” list for the past two years.
Samantha has a bachelor’s degree in business administration and marketing from Hillsdale College in Hillsdale, Mich. She has served on the board of two nonprofit organizations and spends time volunteering.
PRESIDENT & CO-FOUNDER TRUSTED CFO SOLUTIONS
Looking for a way to revolutionize traditional accounting, Dixie McCurley set out to revolutionize accounting practices for small- to medium-sized businesses by offering a new way of thinking about process. With a unique method that capitalizes upon the latest technology, she walks each client through their pain points. Experienced in a wide range of industries, Dixie provides innovative solutions to inefficient accounting methods. From personnel to policies to procedures, she streamlines the process, using the latest technology to get data into dashboards to empower Controllers and CFOs. Dixie has lived in Atlanta for over 13 years. As a self-proclaimed foodie, Dixie spends her free time dining at the hundreds of amazing restaurants Atlanta has to offer.
Oakwood Business Services