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How to Deploy the Right Technology to Launch and Scale Profitable Client Advisory Services

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

There’s a reason that even long-established accountants and bookkeepers are starting to offer technology-driven client advisory services in addition to their traditional compliance reporting. Simply put, it’s the easiest path to higher profits without working longer or harder.

According to the Journal of Accountancy, “As technology performs more compliance-related tasks and CPAs shift their focus to advisory services and value-added strategic input, the prospects for profit and growth appear to be as bright as at any point in the profession’s history.” (Ken Tysiac & Jeff Drew).

If you want to amplify your earnings, slash wasted work hours, and establish yourself as the go-to authority your advisory clients know they can count on, this CPE course is for you.

The presenter, Brad Adams, President, CEO, and Chairman of Qvinci, and an expert revenue growth strategist, will introduce you to:

  • A proven 3-step process to increase your advisory profitability
  • Using the right technology to drill down into granular, impactful data with the ‘click’ of a mouse
  • The key to becoming your clients’ Trusted Advisor

Learning Objectives

  • To analyze why using the right technology to review precise metrics, generate actionable business intelligence, and effectively market your client advisory services will significantly reduce manual work hours while adding enormous value and profits to your client offerings.
  • To discuss how to use the right technology to easily drill down through four layers of increasingly granular client data in a matter of seconds.
  • To discuss how to provide value-added, actionable financial insights every client understands, which will increase your earnings while establishing you as your clients’ Trusted Advisor.
  • To explain how financial insights and business intelligence that color-codes Key Performance Indicators (GREEN = Favorable / RED = Unfavorable) saves tons of time — so simple that anyone can understand — and are proven to generate substantial, highly profitable client advisory engagements.
  • To inspect how to use technology to motivate clients to reach out to you – their Trusted Advisor – for corrective advice before their problems get too serious.
  • To analyze how to use technology to monitor client corrective progress and to motivate the Trusted Advisor to proactively reach out to clients who need your help.

Recommended For

  • This Online CPE webinar is recommended for CPA, CFE, CIA, CITP, CGFM, FPAC, CMA, CFIRS, CWS, Accountants, Bookkeepers, and other Accounting Professionals who want to provide advisory services to their clients using the right technology.
  • This CPD course is also helpful for Canadian CPAs, CA - ICAEW, ACCA, CA - Ireland, CA - Scotland, and CPA – Ireland.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeeper
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit of Information Technology for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Information Technology for Certified Fraud Examiner (CFE)
  • 1 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1 CPD Credit of Internal audit (Information Technology Risk and Advisory Services) for Certified Information Technology Professionals (CITP)
  • 1 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 1 CPE Credit of Performance Management for Certified Management Accountants (CMA)
  • 1 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • 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

Brad Adams

Chief Executive Officer (CEO), Qvinci Software

Brad Adams is the CEO of Qvinci Software and is charged with formulating and executing the mission of the company. Qvinci’s Mission is defined by a single word: EMPOWERMENT! To empower accountants with near real-time access to the relevant financial and nonfinancial data, reporting, and business intelligence that everyone understands.  

A primary component of Brad’s role is to consult with the leadership teams of accounting firms of all sizes. Brad is known for his expertise in implementing advisory engagement programs that significantly reduce manual workhours while adding enormous value and profit to client advisory offerings.

About Company

Qvinci Software

www.qvinci.com

Qvinci is a cloud-based solution that enhances the capabilities of QuickBooks, Xero, MYOB, and Excel, empowering accountants and bookkeepers to save time and grow their client advisory revenue by providing actionable financial insights everyone understands.

  • Patented technology automates the near real-time collection, consolidation, and account mapping of financial data to a Standard Chart of Accounts. Accomplishes in seconds what normally takes hours.
  • Customizable Business Intelligence with color-coded trending (GREEN = Favorable / RED = Unfavorable) of Key Performance Indicators that generates value-added client advisory engagements.
  • Automated financial reporting with the ‘click’ of a mouse empowers accountants and bookkeepers to dive into the numbers with clients. 
  • Acclaimed Customer Success team that is ready to help every step of the way.

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.

Ratings and Review

3.8

77 Ratings

Excellent

21

Very Good

29

Average

21

Poor

5

Terrible

1

Joel D'souza
Joel D'souza, CPA (CA)

Jun 29th, 2022

Nice

RSR

Ritu Shrestha Riley, CPA (US)

Jun 23rd, 2022

Even though i would not be using the technology at my work, it was very informative.

MUA

Muhammad Usman Ahmad

Jun 23rd, 2022

Excellent

JB

Jonathan Boyles, CPA (US)

Jun 22nd, 2022

Speaker was saying "Um" so much it became a distraction for me. Not a very polished speaker

DV

David Volpe, CPA (US)

Jun 29th, 2022

This was just an hour long commercial for Qvinci.

How to Deploy the Right Technology to Launch and Scale Profitable Client Advisory Services

FREE

1 Credit

Subject Area

Information Technology

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