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.
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.
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Dave Ligotti, CPA/PFS
Owner, Oakwood Business Services LLC Ann Arbor, MI
No advanced preparation is required to participate in this workshop.
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.
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.
Regular Price: $1,295
Early Bird Price: $995*
Regular Price: $1,895
Early Bird Price: $1,495*
Regular Price: $2,490
Early Bird Price: $1,995*
*Available up until approximately 1 month before each workshop