It may feel you are always on a quest to streamline your processes.  If so, that is good!  As technology continues to automate work, we should continually be refining our processes, to take advantage of what is available.  As Client Accounting Advisory Services (CAS) profit lines expand in firms, more efficiencies are being achieved.  Join a practitioner and XCM, designers of workflow solutions and CAS outsource providers, to learn:

• How to analyze your processes for efficiency gains
  
• How to monitor for bottlenecks
  
• Techniques that have made a difference

Attend this session to hear, and share, how CAS processes can be streamlined in your firm.

Upon meeting a prospective client you conduct an interview to assess their fit as a client and your services. Then you may have a trial period to ensure you work well with the client and their needs. If you perform this due diligence is a client assessment really required? Yes! Don't skip the Client Assessment engagement; turn it into a valuable, profitable product you can sell over and over again.

In this session learn from a practitioner that has been refining this process for more than 7 years. Discover the basic components of a Client Assessment, and why providing an assessment is not optional.

In this extremely dynamic and competitive landscape it is critical for businesses to have clear growth strategies. One must be able to support the client’s strategic ambitions and be able to suggest alternative methods to support their growth.

Ash Noah will be discussing the alternative methods and explain each may be appropriate. In this session you will:

• Gain a high level appreciation for the various strategic options for growth in order to be able to recommend an appropriate method:

• Organic growth
• Strategic Alliance and Joint Ventures
• Mergers & Acquisition

The sales and use tax compliance market is changing due to the decision in the South Dakota vs Wayfair Supreme Court case. States can now broadly require businesses to collect sales tax, even if a business lacks physical presence in the state. Given this new complexity and potential lack of awareness, the demand and opportunity exists for accounting professionals to define their sales and use tax offering.

You have the chance to dive deeper into your advisory relationships, and help clients stay in compliance and plan accordingly. During this session, you will gain insights from an experienced sales tax practitioner, who will share:

• How to identify potential sales and use tax compliance clients
  
• Ways in which you should prioritize those clients
  
• The 3 essential steps you can take when working with these clients

Learning Objectives:

1. Gain perspective on the market demands the Wayfair decision has created for sales and use tax compliance.

2. Learn ways in which you can help your business clients with their sales and use tax compliance.

3. Hear how you can prioritize the work that needs to be done for sales and use tax clients.

Offering outsourced accounting services requires a range of skill sets, talents and roles. Finding one person that can, and excels, at performing all functions is a challenge, to say the least. Staffing your outsourced accounting team takes:

• Diversity
  
• Reskilling
  
• Project management abilities
  
• Technical savvy
  

This team will need to manage up and down the organizational structure as well for success. Join a couple practitioners as they discuss successful strategies to build out a well-rounded and high functioning team.

The traditional accounting firm business model focuses on the transactional fulfillment of compliance services. Meanwhile, technological advancements and increased competition threaten the legacies of firms that fail to evolve. How can firms step up in the eyes of their clients from the role of service vendor to that of an advisor having a true organizational impact? In this session, participants will learn the concepts of climbing the “value ladder” with clients and aligning solutions with where their clients are in the life cycle of their businesses.