CLIENT ADVISORY SERVICES WORKSHOP

BUILD YOUR BPO BUSINESS MODEL AT OUR
DIGITAL CLIENT ADVISORY SERVICES ROADMAP WORKSHOP

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.

 

CPA.COM OFFERS:

Education, Account Management, Experience, Firm Adoption,
Guidance, Tools, Resources and Strategy.

 

 

 

 

In this workshop, you will learn how to:

 

 

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.

 

 

YOUR 2-DAY AGENDA
 

 

DAY 1

8:00 AM - 5:00 PM

  • Welcome and Introductions
  • Building the High Value Accounting & Advisory Services Practice
  • Client Service Delivery – Best Practices for Client Engagement and Management
  • Group Exercise 1 - Client Assessment Scenario
  • Pricing the Service Delivery Model
  • Group Exercise II Sample Pricing Scenarios

DAY 2

8:00 AM - 5:00 PM

  • Client Engagement Letter and Service Level Engagement
  • Key Cloud Based Solution Tool Studies
  • Staffing For Success
  • Measuring Results – Critical Success Factors and Key Performance Indicators
  • Business Planning for the Cloud-Based CAS Practice
  • Marketing and Sales for the Cloud-Based CAS Practice
  • Group Exercise III– Roundtable Q&A on Selling to Stakeholders
  • 7 Minute Presentation Exercise
  • Defining Your Action Plan
 

 

 

 

“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 client advisory services practitioner as it was for those new to the field.”

Dave Ligotti, CPA/PFS
Owner, Oakwood Business Services LLC Ann Arbor, MI

 
 

 

 

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.

 

 

 

About the Facilitators

DIXIE MCCURLEY
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.

 

SAMANTHA MANSFIELD
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.

 

 

Digital Client Advisory Services Roadmap Workshop

Regular Price: $1,295

Early bird price: $995*

 

 

NUMBER OF ATTENDEES:

ONE ATTENDEE
Regular Price: $1,295
Early Bird Price: $995*

TWO ATTENDEES
Regular Price: $1,895
Early Bird Price: $1,495*

THREE ATTENDEES
Regular Price: $2,490
Early Bird Price: $1,995*

*Available up until approximately 1 month before each workshop

 
 

CHOOSE A DATE & LOCATION:

September 28 - 29, 2017
Columbia, MD
October 5 - 6, 2017
Chicago, IL

 

 
 
 

 

SEE AND HEAR WHAT YOUR PEERS HAVE TO SAY ABOUT THE WORKSHOPS

 

Case Study
The outsourced finance and accounting practice group of Armanino provides the support many clients within the non-profit and school niche need to understand the essential metrics of their finances... Learn more

A beginner's journey: CAS Workshop Experience

Matt Tunink was tasked with implementing cloud solutions into his firm. His first step was attended CPA.com's Client Advisory Workshop.

The Power of the Digital Client Advisory Services Roadmap Workshop

Sharon Berman of Rehmann explains the impact the CAS workshop has made on her firm, and why it is a must attend event for all Client Advisory Services practitioners.

 

CPA.com Offers Your Firm Support and Strategy

 

 

 

CPA.com

READY TO GET STARTED?

 

Learn more about the workshops

CONTACT US

Expert guidance and training to help firms build and grow their client accounting and advisory 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 POWER OF SMART BUSINESS

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.

To learn more about CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.