Modernized Bookkeeping for the CPA
Tuesday, March 18, 2025
Webcast or Webinar, Online
4:00 PM - 5:00 PM (opens at 3:30 PM) EST
1Credits
Technical Business
Registration is Open
Members
$39.00 Regular Price
Non-Members
$59.00 Regular Price
CPE PowerPass Users
Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$20.00 Members / $28.00 Non-Members
Don't have a CPE PowerPass? Click
here to find out more about the CPE PowerPass program.
Course Type: Webcast
Course Code: 24/AC037008
Level: Update
Vendor: ACPEN
Field of Study: Business Management & Organization
Overview:
CPAs get a bad rep regarding bookkeeping services. Walk through how to overhaul your offering by reviewing your client expectations, tech stack, and workflows.
Objectives:
- Review the framework a firm should take to structure its bookkeeping services
Major Topics:
- How to structure/offer repeated services without stretching yourself thin
- Types of Tech Stack you should include in your firm
- Managing client expectations and building your workflows around them
Major Topics:
- How to structure/offer repeated services without stretching yourself thin
- Types of Tech Stack you should include in your firm
- Managing client expectations and building your workflows around them