Content Provider
Botkeeperlogo

Sponsored by
Gustologo
Self-Study CPE
AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
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THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
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THE DNA OF A CAS FIRM
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HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
Pivoting Client Accounting Services to Offset the COVID-19 Impact

PIVOTING CLIENT ACCOUNTING SERVICES TO OFFSET THE COVID-19 IMPACT

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

2020 has been a doozy for all of us in the industry affecting our advice to clients in new ways. Accounting firms have the unique opportunity to counterbalance the COVID impact with clients while setting their firms up for long-term success by revisiting client advisory services.

In this webinar, join Will Lopez, Head of Gusto’s Accountant Community, and Deneen Dias, Director of Partner Success at Botkeeper, as they unpack how the combination of technology, people, and processes will create a winning formula to automate, innovate, and scale your Client Accounting Services in the age of Coronavirus.
 
Learning Objectives:


  • Discuss how the future of client accounting advisory services will focus on people first, tech second

  • Identify the value of delivering people advisory services for clients and your firm

  • Recognize ways that Gusto and Botkeeper enable you to deliver Client Advisory Services with ease

Linkedin

Deneen Dias

Botkeeper
Director of Partner Success
deneen@botkeeper.com
(212) 596-6252

Botkeeperlogo

Deneen has been working with firms for over 10 years on ways to utilize cloud technology to transform their client accounting practice. She helps hundreds of firms evaluate, implement, and leverage technology to improve internal processes as well as enhance their client relationship. Deneen has a keen interest in working with firms of all sizes to drive increases to their bottom lines through implementing new cloud technology. She consults with firms on ways to add new revenue streams from new services lines including Business Process Outsourcing (BPO), and real-time advisory services.

Linkedin

Will Lopez

Gusto
Head of Accountant Community
will.lopez@gusto.com
(415) 408-5574

Gustologo

As the head of Gusto’s accountant community, Will advocates for, and helps identify more opportunities for accountants, bookkeepers, and other advisors to better support small businesses. He is inspired to build a community that can be a voice for small business owners and their transformational advisors to can create more value together. Through a deeper partnership with Gusto, a new era will begin where accountants at every level will be valued for all the hard work they provide to the clients who trust them most with all things people.

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.
Handout Materials
Presentation Slides
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 Sponsor

Gustologo
Gusto serves more than 100,000 small businesses and 4,500 accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.