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

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

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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.

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

Webinar Qualifies For

1 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)

About Instructor

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

3.9

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RSR

Ritu Shrestha Riley, CPA (US)

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

John Skouberdis, CPA (US)

It was informative but I do not do management consulting

Kevin Gates, CPA (US)

Overall, I had a good experience.

Kristy Smith, CPA (US)

great information

Kay Chaney, CPA (US)

Thank you

1 Credit

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Subject Area

Information Technology

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

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Brad Adams

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

3.9

Ritu Shrestha Riley, CPA (US)

John Skouberdis, CPA (US)

Kevin Gates, CPA (US)

Kristy Smith, CPA (US)

Kay Chaney, CPA (US)

Subject Area

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