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K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success

 Various
 
2.0
Registration is Open
Member Price
$79.00 Regular Registration
Your Price
$109.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Mon, 06/16/2025 from 1:00 pm to 3:00 pm
 Wed, 06/25/2025 from 3:00 pm to 5:00 pm
 Mon, 07/07/2025 from 5:00 pm to 7:00 pm
 Thu, 07/17/2025 from 9:00 am to 11:00 am
 Wed, 08/06/2025 from 11:00 am to 1:00 pm
 Tue, 08/26/2025 from 1:00 pm to 3:00 pm
 Tue, 09/02/2025 from 7:00 pm to 9:00 pm
 Wed, 09/24/2025 from 5:00 pm to 7:00 pm
 Sat, 10/11/2025 from 9:00 am to 11:00 am
 Tue, 10/21/2025 from 11:00 am to 1:00 pm
 Thu, 11/06/2025 from 1:00 pm to 3:00 pm
 Tue, 11/25/2025 from 3:00 pm to 5:00 pm
 Tue, 12/02/2025 from 7:00 pm to 9:00 pm
 Wed, 12/10/2025 from 9:00 am to 11:00 am
Designed For:

Business professionals responsible for creating, maintaining, or auditing automated workflows

Prerequisite:

None

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.

Delivery Method: Individual webcast
CPE Credit: Accounting
Program Level: Intermediate

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.