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Free cpe webinars
Offering Specialized Services Around Client Centric Needs

OFFERING SPECIALIZED SERVICES AROUND CLIENT CENTRIC NEEDS

Available Date(s)
Thursday, November 04, 2021: 11:30AM EDT
Wednesday, December 01, 2021: 12:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Management Services
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

We will be joined by three CPA firms (one woman-owned and two family-owned). Hear how they have built their business model based on defining their specialized services and their industry focus.

Oni Anderson - Envision Business Management Group Jose Gonzalez - GNO Tax & Business Center, LLC Javier Rodriguez, CPA - J A Rodriguez CPA, LLC

Learning Objectives:


  • Define your firm's area of specialization

  • Embrace and provide technology to better serve your clients

  • Identify how to be client advisory focuses

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Deneen Dias

Botkeeper
VP of Strategic Partnerships
deneen@botkeeper.com
(212) 596-6252

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Deneen has spent the last 11 years strategizing with firms to evaluate, implement, and leverage technology to improve internal processes as well as enhance their client accounting relationship. She is passionate about helping firms utilize Artificial Intelligence & Cloud Technology to transform their accounting practices, and has facilitated the CPA.com Digital CAS Roadmap Workshop for years and trained hundreds of firms on how to build a Client Accounting & Advisory practice. Along with being a frequent speaker at conferences such as Engage, CPA.com Digital, and Sage Intacct Advantage, Deneen has a keen interest in helping firms create fast-growing, profitable new revenue lines by focusing on automation & innovation.  
 

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.
Handout Materials
Presentation Slides
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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.

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

About Our Presenter

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Botkeeper was founded by a team of entrepreneurs who suffered the same bookkeeping challenges experienced by most small and midsize businesses. They realized the primary issue with bookkeeping was the humans in the middle tasked with doing the work: tedious, manual, and repetitive data entry combined with visualization and analytics of that data. Human error, unexpected life events, a need to sleep, and a lack of scalability make humans very inefficient at bookkeeping. Alternatively, software is excellent at automating data entry accurately, 24/7, and is also great at following rules and accounting policies consistently and precisely, while visually rendering unlimited reports, dashboards, and charts. Botkeeper's Partner Program is for CPAs, accountants, CFOs and bookkeeping firms that want to grow their businesses by providing exceptional service to their clients. Our partners get exclusive access to our White Labeling option which will evolve your firm from data entry and bookkeeping to advisory services.