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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(s):
Val
D. Steed,
CPA, MA, CITP,
Director Accountants,
Zoho Corporation