Modernized Bookkeeping for the CPA

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

Highlights

• 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

Designed For

CPAs offering bookkeeping services or looking to expand/partner with a bookkeeping firm

Prerequisites

??????No prior requisites are required, but previous experience offering bookkeeping to clients will emphasize the importance of this new framework

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/loginhttps://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.