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DCPA2224

Breaking Down the Deliverables of CFO Services

Date
December 6, 2022
$49
Standard Price
This product is also available as part of the following products:
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This includes sessions from the conference: 2022 Digital CPA Conference

At one time, the deliverable for a scope of work was so easily identified.   This session is designed to provide some actionable tools regarding defining deliverables in a digital age, where most of our work is performed in a remote and distributed environment.

Learning Objectives

  • Analyze scenarios where the deliverable is unclear to the client
  • Identify strategies for clarifying the deliverables that your clients value
  • Ensure that your staff is aware of the deliverable 'dilemma'
  • Distinguish between a description of steps to perform and scope of services versus communicating the deliverable(s) for an engagement
  • Develop a 'Deliverable' mindset

Speaker

Speaker Image for Robin Thieme
Robin Thieme, CPA, CITP, CGMA
Founder, CEO & CAO (Chief Anticipation Officer), KBS CFO, LLC

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