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ENG23SS205
Adding Value to Your Practice - presented by Zoho (PRA, TCH)
Date
June 6, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA & CIMA ENGAGE 2023:
This includes sessions from the conference: Practitioners Symposium (as part of AICPA & CIMA ENGAGE 2023)
This includes sessions from the conference: TECH+ Conference (as part of AICPA & CIMA ENGAGE 2023)
In today’s hi-tech AI world there is still a great need for business services including bookkeeping, accounting, payroll, technology consulting, forecasting, and analytic work. This session will discuss the market and share perspectives from a seasoned veteran of Client Advisory Services (CAS). Val Steed, CPA, MA, CITP has been working in the accounting technology industry for over thirty years. He ran his own firm and CAS practice for over twelve years and has spent numerous hours consulting with accounting technology companies on how to build a partner program and market to accountants. This session is a guaranteed good time and with useful information.
Learning Objectives
- List five service areas for CAS
- Learn how to build a CAS practice from an accounting practice
- Identify how a simple policy change or two can significantly help your practice
- Create a more positive culture in your CAS practice
Speaker
Val D. Steed, CPA, MA, CITP
Director Accountants, Zoho Corporation
Session Categories
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