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Self-Study CPE
GROWING FROM 0-100 CLIENTS, OVERCOMING HURDLES AT EACH STAGE
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VIRTUAL CONTROLLER: NEW SERVICES FOR EXPANDING YOUR ACCOUNTING FIRM

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

There’s a huge opportunity for accounting firms to add virtual controller services to their firm’s service offering. Clients are looking for more from their accountant, and understanding what the numbers mean for their business is the perfect compliment to your accounting and tax services. You’ll not only be helping your clients grow their business, but you’ll be growing your business with higher value and priced services.
 
This webinar helps define what virtual controller services actually are, and how to create a package of these services to deliver to your clients. We’ll show you how the core technology stack integrates to get your client’s information processed efficiently. And you’ll learn how to pitch your clients and prospects on the value that you as a part-time, virtual controller can bring to their business.

Learning Objectives:


  • Understand the key deliverables of a controller engagement

  • How to sell controller services to your clients and prospects

  • Understand the core technology for efficient service delivery

Linkedin

Damien Greathead, MBA

Receipt Bank
Vice President - North America
damien@receipt-bank.com
(855) 969-5448

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Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

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About Our Presenter

Receiptbank logo
Receipt Bank's aim is to remove the burden that bills, receipts and invoices place on businesses. Working with bookkeepers, accountants and businesses directly, Receipt Bank has developed its software and service to make the gathering, storage and processing of bills, receipts and invoices as easy and as cost-effective as possible.