Idaho Society of CPAs

Modernized Bookkeeping for the CPA

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  • Location
    • Your Computer
      Your Space
      ISCPA / ACPEN Webinar, ID 00000
  • Credits
    • 1.00
  • Credit Type(s)
    • Business Management & Organization (1.00)
  • Prerequisites

    • ""No prior requisites are required, but previous experience offering bookkeeping to clients will emphasize the importance of this new framework

  • Vendor
    • ACPEN
  • Level
    • Update
  • Fields of Study
    • Business Management & Organization
  • Message
    • Virtual Experience

Description

CPAs get a bad rep regarding bookkeeping services. Walk through how to overhaul your offering by reviewing your client expectations, tech stack, and workflows.



  • Presented by Eman Abdur-Rahman

    • Delivery Format: Live Webcast Replay

    Designed For

    CPAs offering bookkeeping services or looking to expand/partner with a bookkeeping firm

    Objectives

    • Review the framework a firm should take to structure its bookkeeping services

    Highlights

    • How to structure/offer repeated services without stretching yourself thin
    • Types of Tech Stack you should include in your firm
    • Managing client expectations and building your workflows around them

    Advanced Prep

    None

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    Leaders

    ACPEN Panel

    No Biography Available

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