How to Monetize & Scale Process Advisory Services

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • QB Pro Advisor
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Join Laura Redmond from Redmond Accounting in this CPE webinar as she discusses how to capture the process advisory you probably already do and turn it into a recurring revenue stream with Aero Advisor.

Laura will demonstrate how Redmond Accounting uses Aero Advisor to deliver process advisory services to clients in an interactive, organized manner, creating procedure guides and checklist templates that can be shared with all their clients while being managed in a central location.

Along the way, she will discuss best practices for creating workable processes that can be shared with clients, give examples of checklists Redmond Accounting has created for their clients, how to introduce clients to the idea of interactive, on-demand bookkeeping checklists, and provide examples of how to market process advisory as an add-on service.

Learning Objectives

  • To discuss how to use Aero Advisor helps you deliver Process Advisory services.
  • To see examples of how one CAS firm can deliver process advisory services from one central dashboard.
  • To discover process advisory services can provide a new income stream for your Accounting, Bookkeeping, or CAS firm.

Recommended For

  • This Online CPE webinar is recommended for CPA (US), CPA (CA), Accountants, Accounting firms, Bookkeepers, and Owner, Principal, Co-owner, or Sr. Partner, who want to understand how to capture the process advisory you probably already do and turn it into a recurring revenue stream with Quickbooks Pro Advisor.

Who Should Attend?

  • Accountant
  • Accounting Practice Owners
  • Bookkeeper
  • Business Consultant
  • Certified Public Accountant (CPA)
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Manager
  • Managing Director
  • Managing Partner
  • Partner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

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

Laura Redmond

Founder, Aero Workflow

Laura was awarded 2019 Top Client Accounting Services Proadvisor.  She is the founder of Redmond Accounting Inc (RAI) and Aero Workflow and is a member of Intuit's Trainer / Writer Network.  RAI is a boutique accounting firm whose service delivery is centered solely on QuickBooks Online and its eco-system of apps. Aero Workflow is used by accounting firms to distribute their knowledge capital and manage service delivery.  Laura has co-authored many of Intuit’s QuickBooks Online certification programs.

About Company

Aero Workflow

www.aeroworkflow.com

Workflow management designed by accountants for accountants. Workflow Management and Practice Management in one place, Aero empowers your staff with the tools they need to work quickly and efficiently while giving you the information you need to run your business profitably.

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

4.4

67 Ratings

Excellent

33

Very Good

29

Average

3

Poor

2

Terrible

0

PWF

Peter W Fierro, CPA (US)

Aug 9th, 2022

I would love to see more of this presenter. Clearly an expert and well experienced. Cheers to my-cpe for always working with the best!

TF

Tonya Formby, CPA (US)

Aug 9th, 2022

This was a great overview of process advisory service options that can be offered to customers and gave me some good ideas. Thanks!

RB

Robert Blackwell, CPA (US), CPA/PFS

Aug 9th, 2022

great presentation.

JM

Jeremy Miles, CPA (US)

Aug 9th, 2022

great

KC

Kay Chaney, CPA (US)

Jul 14th, 2022

tks

How to Monetize & Scale Process Advisory Services

FREE

1 Credit

Subject Area

Business Management and Organization

Upcoming Webinars

Current Assets and Asset Valuation
  • 4.3
  • (21)

Aug 12, 2022 | 09:30 AM EDT

Excel Accountant: Table Feature
  • 4.7
  • (69)

Aug 12, 2022 | 10:00 AM EDT

Auditing Crypto Assets & Liabilities
  • 4.1
  • (10)

Aug 12, 2022 | 10:00 AM EDT

Tax Updates Latest (Business & Payroll)
  • 4.3
  • (122)

Aug 12, 2022 | 10:00 AM EDT

Everything you need to know: QBI
  • 3.7
  • (3)

Aug 12, 2022 | 10:00 AM EDT

Form 941 Compliance - Latest
  • 4.0
  • (15)

Aug 12, 2022 | 10:00 AM EDT

Accounting Journals and Ledgers
  • 4.1
  • (7)

Aug 12, 2022 | 10:00 AM EDT

Interview Skills for Accountants
  • 4.6
  • (72)

Aug 12, 2022 | 10:00 AM EDT

Internal Controls for Businesses
  • 4.4
  • (108)

Aug 12, 2022 | 11:00 AM EDT

How to Put the Quality in Audit Reports
  • 4.6
  • (84)

Aug 12, 2022 | 11:30 AM EDT

We use cookies to make your experience on this website better