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ENG23SS205 - Adding Value to Your Practice - presented by Zoho (PRA, TCH)

‐ Jun 6, 2023 7:50am

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





Complimentary Bonus Session Onsite and Online

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