Client Accounting Services Guide for Accountants

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Guide To Start Client Accounting Services

CMA

CPA (US)

Free (Only Today)

0.5 Credit

Subject Area

Business Mgmnt and Org

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Client Accounting Services (CAS) is a business model in which clients outsource many or all of their accounting tasks to an accounting firm and in return, are not only compliant but also receive strategic advice.
For as long as they have been around, a large number of accounting firms have thrived on traditional compliance services, ex: doing taxes, reviews, compilations, audits, etc. that are meant to help their clients with their daily financial situations. However, today’s challenging economic climate demands that accounting professionals collaborate more with clients to assist them improve their financial performance through better financial advice.
This CPE e-book is a guide for accountants, accounting firms, and CPAs to help them enhance their values with Client Accounting Services.
Major topics covered in this CPE E-book
How to make CAS Sustainable and Profitable.
How CAS is becoming more common over the years.
How Value based pricing works and how it leads to better business management.
Prerequisite to scale up CAS.

Learning Objectives

To discuss growth prospects and benefits of CAS.
To analyse how Value based pricing is different from cost plus pricing and how it works.
To identify opportunities for achieving high margins from CAS practice.
To determine core phases in implementation of CAS and implement them systematically.
To discuss how CAS leads to better business management and improves their chances for greater success while enhancing client relationship.
To identify ways to transition from transactional to advisory and provide properly packaged and priced services on a subscription basis.
To analyse use of Offshore hiring model to build capacity.

Course Qualification

Webinar Qualifies For

0.5 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
0.5 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
0.5 CPD Credit of Business Mgmnt and Org for CPA in Canada
0.5 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
0.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
0.5 CPD Credit for Chartered Accountant - ICAEW
0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
0.5 CPD Credit for Chartered Accountants - Scotland
0.5 CPD Credit for CPA - Ireland

Additional details

Course Level :

Basic
Credits :

0.5
Pre-requisites :

None
Advance Preparation :

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

Presenter

About Presenter

Mike Goossen

Mike has more than 30 years of experience as a CPA. As Vice President at Entigrity Remote Staffing, he has advised 500+ accounting firms in leveraging remote working and offshore staffing for higher growth and profitability. He is also the author of “Principles of High Performance Leadership”.

About Company

Entigrity Solutions LLC

www.entigrity.com/

Entigrity is a leading offshore staffing solutions provider to 600+ accounting and tax firms situated across the US, CA, and the UK). The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that works from our offices in India.

Headquartered in Sugar Land, TX, Entigrity has 7 offshore offices located across India; 3 of them in Ahmedabad and 1 each in Indore, Vadodara, Rajkot & Kochi. They are an ISO 27001:2013 certified organization for information security and ISO 9001:2013 certification for quality management. They exceed the standard compliances for best business practices in terms of information security and quality management. Entigrity has provided consultation/advice to over 3000 accountants and assisted them in converting some of their core challenges into opportunities.

About Presenter

MIKE GOOSSEN

About Company

Columns4success

Columns 4 Success is the result of 30 years of Business experience and ongoing education since I graduated from Fresno State in 1984. Through out those years it has been proven that successful organizations have four things in place. These four things are Leadership, Strategic Focus, Employee Development and Sound Financial Management. I call them Columns 4 Success.

Our mission is to bring life and business into balance through leadership development, strategic planning, employee development and sound financial management for business owners, executive's and the people they lead.

Faq

FAQs content

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Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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