Digital Client Advisory Services
Digital Client Advisory Services Roadmap
October 25 - 26, 2018
Digital Client Advisory Services Roadmap
2019 Dates Coming Soon
Client Accounting Advisory Services Certificate
Advanced cloud technology has transformed client accounting services. Integrated cloud applications support a highly efficient digital workflow that enable firms to access up-to-the-minute data and provide higher-value advisory services that support clients’ long-term financial success. More and more businesses need accounting support, and are looking for a Trusted Business Advisor® that can provide a range of services, from back-office accounting work to controller and CFO level services.
To help firms take advantage of the opportunity to increase value through advisory services, cpa.com has developed the digital client advisory services roadmap workshop.
This two-day, live training workshop provides introductory instruction to get you started on building a profitable, high-performance outsourced accounting and advisory practice. Our proven and tested education program, combined with our collaborative consultative approach, moves progressive firms forward in their transition to higher-level advisory services and cloud-based technology. The workshop, offered at various cities across the country, provides a step-by-step roadmap covering the most advanced framework and best practices to help you achieve success in this area. Workshop attendees are eligible to receive 15 CPE credits for their attendance and participation.
Develop a strategic plan to build your own cloud-based client accounting services practice
Manage the client engagement process, including client assessment, services design, implementation, and more.
Select and enter vertical markets such as non-profit, professional services, restaurant, and others.
Build the right pricing model with tools and resources to help you accurately determine fees and value price your services.
Scope engagements through comprehensive engagement letter and service level agreement construction.
Find and recruit top talent to manage your outsourced accounting services.
Develop a marketing and sales plan to ensure you continue to build your clientele.
Measure results with key performance indicators and critical success factors.
"I found that the exchange of ideas and information between practitioners with a variety of backgrounds and experiences made the workshop as valuable for me as an established CAS practitioner as it was for those new to the field."
Oakwood Business Services
No advanced preparation is required to participate in this workshop.
Digital Client Advisory Services
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.
Partner-in-charge, Virtual Business Solutions,
Anton Collins Mitchell LLP
Christine leads ACM's innovative business solution practice – Virtual Business Solutions (VBS). VBS Consulting allows ACM to assist clients in managing accounting functions virtually, in the cloud.
Christine brings 15+ years of experience serving as a CFO and firm administrator to the client experience. She has been involved in all phases of business operations from recruiting and hiring, benefits and compensation plans and policies, time and billing systems, budgeting, forecasting and cash flow analysis. She has also performed audit reviews and prepared tax returns. Her skill for process improvement and desire to continue assisting clients led to the further evolution of financial modeling and additional avenues in which ACM could serve clients.
She assists clients by consulting, strategizing and implementing a variety of technological process improvements allowing for improved cash flow and streamlining of their daily business operations. Clients benefit by receiving critical financial reporting dashboards, regular financial statements and cash flow analysis to ensure their business is operating at maximum efficiency.
Christine has an in-depth understanding of what it takes to manage and run a rapidly growing business. ACM has grown over 300% and expanded to multiple locations during her tenure as CFO. She manages partnership agreements, on-boarding of acquisitions of new firms and all due diligence and financial analysis of acquisitions.
Program Level: Basic
Delivery Method: Group-Live
Number of CPE credits: 15
Field of Study: Business Management and Organization
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50-minute hour.
CPA.com (Registration # 108347) 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For more information regarding administrative policies such as refunds, cancellations and complaints, please contact Michelle.Oreilly@hq.cpa.com or customer service at email@example.com.
Expert guidance and training to help firms build and grow their client accounting and advisery services practice
Experience in working with thousands of firms that have adopted cloud technology
Provide consultative advice to help companies build out their strategy
Connect firms to the resources they need to be successful
The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.
CPA.com is your primary source for taking the complexity out of moving your Firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our industry.