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Guide To Start Client Accounting Services

  • CMA
  • CPA (US)
Guide To Start Client Accounting Services

Free (Only Today)

0.5 Credit

Subject Area

Business Mgmnt and Org
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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 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 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

MYCPE ONE

my-cpe.com/

Since MYCPE ONE inception nine years ago, it has grown into a team of over 3,000 professionals across India and the Philippines. MYCPE ONE proudly partners with 100 of the top 500 accounting firms, driving success and innovation in the industry. Moreover, MYCPE ONE is a leading platform for learning and continuing education in accounting, tax, finance, and HR, catering to a broad range of qualifications including CPA, EA, CMA, SHRM, HRCI, CFE, and CFP in the U.S., and CPA and CFP in Canada, among 100+ global designations.

Key Highlights of MYCPE ONE: 

  • 1,000+ Accounting & CPA Firms Served 
  • Corporate HQ in the U.S. and Canada 
  • 39 Delivery Centers Across 18 Cities in India and the Philippines 
  • Recipient of multiple awards, including Great Place to Work 2023/24 and KPO Organization of the Year 2024 
  • Strategic Partner of Boomer Consulting 
  • Independent member of BDO Alliance USA and Abacus Alliance 
  • Collaboration with IMA to upskill 5,000 professionals in India

Key Highlights of Continuing Education: 

  • Over 13,000 hours of content across 500+ subjects 
  • 700+ industry experts contributing to course creation 
  • Trusted by more than 250,000 professionals 
  • 20+ practical training courses for hands-on staff development 
  • Interest-based communities for networking and peer learning 
  • 50+ certificate courses 
  • Approval from NASBA, IRS, SHRM, HRCI, CFP, IMA, and 20+ other regulatory bodies 
  • Affordable CMA and EA coaching programs 
  • Dedicated mobile app for iOS and Android 
  • Credit monitoring system 
  • Subscription prices starting at $199/year

We are committed to creating an integrated ecosystem for accountants, providing a range of services under one umbrella. With MYCPE ONE our objective is to provide a full suite of services to CPA & Accounting firms that are not only comprehensive but also more convenient and cost-effective, as they can access all they need in one place. 

Our expanded services include: 

  • Captive Units to help firms establish dedicated offshore units using the BOT (Build-Operate-Transfer) model 
  • U.S.-Based Staffing & Recruitment Services 
  • Digital Marketing & Website Solutions 
  • Cloud & Managed IT Solutions 
  • AI Consulting & Advisory 
  • Public Accounting Insights & Market Research 
  • Enhanced Continuing Education Features, including CPE Compliance and Learning Management Systems 
  • Outsourced Learning & Development Services 
  • Tax Advisory & Sales Tax Outsourcing Services 
  • Mergers & Acquisitions advisory for CPA and Accounting firms (We help to Build, Buy and Sale Accounting Firms)

All of these services will maintain a singular focus: supporting Accountants. With MYCPE ONE, we aim to grow our onshore team to around 20 by 2025 in the U.S. and Canada. Our approach isn’t just about bundling services; it’s about adding value to each service we offer. By expanding our capabilities, will continue to partner with industry leaders to support accounting firms in improving their operations, and client service.

About Presenter

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

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

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
  • For Refund and Complaint Resolution Policy, CLICK HERE.

Ratings and Review

4.4

63 Ratings

Excellent

33

Very Good

24

Average

3

Poor

1

Terrible

0

JM

Jeffrey Mcgahren, CPA (US)

Dec 20th, 2023

Good overview for CAS and long enough to cover everything needed.

XJ

Xuan Jin, Owner

Aug 7th, 2023

good

JW

Jay Weiner, CPA (US)

Mar 26th, 2024

Great CAS Course

GM

Gregory Massarella, CPA (US)

Dec 4th, 2024

Nice overview

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