Content Provider
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Middle nyu2020
Self-Study CPE
EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
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THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
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HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
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AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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THE DNA OF A CAS FIRM
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Free cpe webinars
Client Accounting Services (CAS) Partner Panel

CLIENT ACCOUNTING SERVICES (CAS) PARTNER PANEL

THIS COURSE WAS DESIGNED FOR MID TO LARGE CPA FIRMS
Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

The accounting industry is changing fast; more rapidly than ever.

Against the backdrop of all of this change, what does the future hold for firms that provide client accounting services and outsourced accounting?

And in the post-COVID-19 economy, how will the landscape for client accounting services transform?

When you register for the Client Accounting Services (CAS) Partner Panel, you’ll learn how to:

Evaluate your mix of CAS compared to other services your firm provides
Differentiate your CAS offering
Build your firm’s ideal CAS team
Identify the single-biggest problems CAS teams face
Address CAS pricing questions
Adopt the right CAS technology stack
Figure out the right CAS benchmarks to measure
And much more!

This webinar is especially crucial for CPA firms, outsourced accounting providers, bookkeeping firms, outsourced controllers, and outsourced CFOs.

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Joshua Feinberg

vic.ai
Chief Marketing Officer
joshua@vic.ai
(561) 420-0600

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Before joining Vic.ai in 2018, for the better part of two decades, Joshua Feinberg consulted with marketing, sales, and channel teams in and around the SaaS, cloud services, managed services, data center, and hosting industries. As the son of a retired CPA and retail controller, Joshua got his first taste of accounting at age 10 when his dad insisted he keep an accounts receivable sub-ledger for his paper route. Joshua's been consulting with, and designing and selling IT to, accountants since 1992.

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Aaron Berson

Fringe Advisory
CEO and Co-Founder

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Aaron Berson, CPA, is the Chief Executive Officer and Co-Founder of Fringe Advisory Co. Aaron fills the roles of Controller, CFO, process designer and system curator for his clients. His passion for accounting and technology solutions allows him to provide complete automated workflows for clients and our team. In addition, Aaron’s experience and in-depth knowledge of tax, financial statements and GAAP enable him to assist clients with developing tax, financial and growth strategies. During his time at EisnerAmper, he founded and led the Virtual Business Services Group (Now called Cloud Accounting Services). Over the course of seven years, he has developed and perfected processes and workflows that aim to automate and streamline the accounting function of any business. In 2017, 2018 and 2019, CPA Practice Advisor recognized Aaron as a “40 Under 40” in the accounting profession as a leader who is helping to positively shape the accounting and tax professions

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Bella Hobbel

Fringe Advisory
COO and Co-Founder

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Bella Hobbel is the Chief Operating Officer, and Co-Founder of Fringe Advisory Co. Bella serves as Controller and CFO to her clients, getting to know them and their business in great detail. Due to Bella’s unique passion for her work and dedication to her clients, she is able to notice anomalies and discrepancies quickly. She has been able to spot and prevent fraud that the bank’s controls overlooked saving her clients thousands.

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Having founded the firm in 2002, Amy Knight oversees its entire operation focusing on client relations, business development, and IT initiatives. The practice provides complete back office solutions for the home health, hospice, and nursing facility industries. Within these industries, Amy has expertise of how the accounting systems should be designed, so that everything flows efficiently from one system to the next—such as payroll design that effortlessly flows into the year-end cost reporting. Amy has extensive experience with both Medicare and Texas Medicaid cost reporting. Additionally, her staff is highly focused on using integrative technologies to deal with the details so that they can each deliver a one-of-a-kind client experience.

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Carolyn Hall is the partner-in-charge of the Wiss Outsourced Accounting In-The-Cloud group where her strong abilities to understand each client’s needs provides immeasurable benefits to the business owners as they grow. Outsourced Accounting clients say that Carolyn’s advisory services and strong relationships with them ensures the highest standards of service and results for their business.

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.
Nasba

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Vic.ai layers on top of your systems, learning how your team works and begins helping them out. No need to rip and replace your existing accounting, expense, tax or reporting software. Want your team to be more efficient? Reduce errors? Improve your firm’s margins?