Breaking Down the Deliverables of CFO Services - American Institute of CPAs
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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(s):
Robin
Thieme,
CPA, CITP, CGMA,
Founder, CEO & CAO (Chief Anticipation Officer),
KBS CFO, LLC
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