Modernized Bookkeeping for the CPA
Monday, April 28, 2025
Webcast or Webinar, Online
10:00AM - 11:00AM (opens at 9:30 AM) EST
1Credits
Technical Business
Registration is Open
Members
$39.00 Regular Price
Non-Members
$59.00 Regular Price
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Course Type: Webcast
Course Code: 25/AC037009
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