Content Provider
Vicai

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Self-Study CPE
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
Advisory Best Practices: Accounting, CPA, and Outsourced CFO Firms

ADVISORY BEST PRACTICES: ACCOUNTING, CPA, AND OUTSOURCED CFO FIRMS

This webinar is primarily intended for CPAs in public accounting that work at firms with at least 10+ employees.
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

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The accounting profession continues to navigate unprecedented challenges as the industry and its clients attempt to absorb ten years of digital transformation in mere months.

Long before remote accounting and working from home became the current staffing models for outsourced accounting, most practice leaders were already trying to upscale their services model from data entry, coding, and compliance to deliver on advisory services as their clients' outsourced CFO.

Many accounting and CPA firms have already added an extra “A” to their Client Accounting Services (CAS) acronym to embrace Client Accounting & Advisory Services (CAAS) more fully.

This course is designed to help you better understand the opportunities that exist to add advisory services to more traditionally outsourced accounting and client accounting services. Vic.ai Academy has invited five expert panelists from a broad cross-section of firms to help you jump-start and accelerate your own practice’s advisory services.

Please Note: This webinar is for outsourced accounting, outsourced CFO, client accounting services (CAS), entrepreneurial services, managed accounting, and bookkeeping teams.


Learning Objectives:


  • Identify how to get started in advisory roles

  • Determine how to add advisory services into the mix of other accounting services your team provides

  • Define industry best practices for success

  • Identify whether advisory services are right for you and your team

  • Determine how to staff up the right roles and responsibilities

  • Determine how to add advisory services to your firm’s business model

  • List the right tools and software to make your advisory more efficient and profitable

  • Identify plans to sharpen your skills and find clients that are a good fit

  • Determine the future of the advisory industry

Linkedin

Joshua Feinberg

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

Vicai

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 keeps an accounts receivable sub-ledger for his paper route. Joshua's been consulting with and designing and selling IT to accountants since 1992.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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

Vicai
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?