Modernized Bookkeeping for the CPA

Tuesday, March 18, 2025
Webcast or Webinar, Online
4:00 PM - 5:00 PM (opens at 3:30 PM) EST
1Credits
Technical Business

Registration is Open

Members
$39.00 Regular Price
Non-Members
$59.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$20.00 Members / $28.00 Non-Members
Course Type: Webcast
Course Code: 24/AC037008
Level: Update
Vendor: ACPEN
Field of Study: Business Management & Organization

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.

Objectives:

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

Major Topics:

  • 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

Major Topics:

  • 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

Designed For:

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

Prerequisites:

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