K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success
Online
2.00 Credits
Member Price $79.00
Price will increase by $10 after 7/1
Non-Member Price $114.00
Price will increase by $10 after 7/1
Overview
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS, and identify critical steps to build a scalable CAS practice that aligns with their firm’s goals. The course also addresses the importance of data security, governance, and compliance in providing CAS to ensure ethical and professional service delivery.
Objectives
- Define the scope and benefits of Client Accounting Services for CPA firms
- Identify essential technology tools and strategies for CAS implementation
- Evaluate various pricing models and their application to CAS offerings
- Outline critical considerations for maintaining data security and regulatory compliance in CAS
- Develop a roadmap for building or enhancing a scalable CAS practice
Highlights
- Adapting to emerging technologies and evolving client demands to future-proof the practice
- Ensuring governance and meeting regulatory standards for data security and compliance
- CAS overview to understand the service offerings, client needs, and market opportunities
- Selecting technology tools in CAS for accounting, workflow, and client collaboration
- Designing Service Delivery Models that are scalable and efficient processes for CAS
Designed For
Accounting professionals seeking to successfully enter or expand the client accounting sector of their practice
Prerequisites
None
Preparation
None
Notice
To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.
Leader(s):
Leader Bios
Lawrence McClelland, Associate, K2 Enterprises, LLC
Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.
Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
Non-Member Price $114.00
Member Price $79.00