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Increase Profitability and Create a Competitive Differentiation: Scaling Up Client Accounting Services

As technology continues to automate the simple and routine tasks in the accounting profession, to stay relevant and competitive, best-in-class firms are leveraging workflow technologies to expand their businesses by offering Client Accounting Services (CAS).

Join Mike Sabbatis, CEO of XCM and Michelle Ryan, Partner at Adam, Brown, Beran & Ball to learn how the firm is utilizing workflow technology to manage CAS work and staffing while improving efficiencies and utilization rates.


  • How to identify best practice workflows to improve efficiency
  • Success story examples for how to monitor for bottlenecks
  • CAS workflow techniques that will scale up your business and make a difference in your firm

Earn 1 Free CPE!


Mike Sabbatis

Michelle Ryan
Partner, Adam, Brown, Beran & Ball


Cost: Free
CPE Credits: 1.0 hour
Field of Study: Business Management & Organization
Knowledge Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Location: Online

The CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints, please contact CPA.com at inquire@hq.cpa.com.

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 web site: www.nasbaregistry.org.

2:00 - 3:00 PM ET