SIMPLIFYING CLIENT WRITE-UP

4.2 (62)

Edward Mcrae, CPA

AccountingSuite

Wednesday, December 09, 2020 | 12:00 PM EST

  • CPA
  • CITP
  • CMA
  • CPA(Canada)

Credits: 1 CPE

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

0.5 CPE credit of Business Management & Organization for all CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

For a very long period of time, the CPA firms were not able to scale up their services other than basic accounting for their business clients. Just because the focus of the bookkeeping and other write-up services was extensively on data entry and document transfer. These consumed numerous man-hours without special value addition and did not require specialized knowledge. Sadly this was seen as depressed commodities and sold as hourly rates with high risk cost consequences when faced with errors. Thus, for CPAs it makes more sense to grant the attention to services that require specialized knowledge, providing higher margin. 

However, this is not possible without providing due attention to the task with flexibility needed. The digitization of financial data and the evolution of cloud computing, broadband connectivity, and mobile devices have made it possible for accounting firms and their clients to access critical information and applications from virtually anywhere at any time. This has set the stage for the development of cloud-based software packages that allow CPAs and clients to work from a shared database of the client’s essential financial data.

This webinar focuses on how you can simplify busy end-of-year Client Write-Ups with a cloud-based solution, reducing the mess of your clients’ books when closing, while creating opportunities to build advisory work before tax season. This webinar makes you believe that you can deliver an exemplary experience to your clients in the digital age where fewer client touches are the new norm.

This webinar introduces you to the right tools that will simplify your end-of-year client write-up from a begrudging necessity to a powerful instrument leveraging the opportunity to build higher value advisory work into client relationships.

Key Topics Included in the webinar:

  • How to migrate client write-up to the cloud
  • How to make client write-up less messy and more efficient
  • How to make up-to-the-minute reports that provides real value
  • How to transform the method of providing key data to client
  • How to meet client expectations in the new age of technology

This will be a key value provider webinar for CPAs, EAs, Accountants, Bookkeepers, and other Accounting and Tax Professionals that wants to transform their work in-line with the 21st century standards.  


Learning Objectives

  • To demonstrate how to migrate client write up to the cloud.
  • To recognize tech to make client write up less messy and more efficient.
  • To demonstrate up-to-the-minute reports with real value.
  • To transform the way you provide key data to your clients.
  • To identify how to meet client expectations in the new age of technology.

Who Should Attend?

  • Enrolled Agent
  • Bookkeeper
  • Accountant
  • CPA - Small Firm
  • CPA - Large Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • Senior Accountant
  • Accounting Managers
  • Staff of Accounting Firm

Testimonial

4.2

(62)
45%
37%
13%
5%
0%

MA

Interesting and useful.

AC

it was great

FH

Great!

AM

I enjoyed the webinar

BD

wonderful!

AC

N/A