Modernized Bookkeeping for the CPA
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Virtual
1.00 Credits
Member Price $39.00
Non-Member Price $59.00
Overview
CPAs get a bad rep regarding bookkeeping services. Walk through how to overhaul your offering by reviewing your client expectations, tech stack, and workflows.
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
Prerequisites
??????No prior requisites are required, but previous experience offering bookkeeping to clients will emphasize the importance of this new framework
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
Preparation
None
Non-Member Price $59.00
Member Price $39.00