Online-Live
Cooking Up Success: CPA Clara's Recipe for a Modernized Firm
Tuesday, March 18, 2025 | 4:00 pm - 5:00 pm
Course # 157586 | by ACPEN
Members SAVE $20
$39.00
Member
$59.00
Non-Member
Speakers: Eman Abdur-Rahman
Time: 4:00 pm - 5:00 pm
Total Credits: 1.0
Earn Up To: 1.0 OT credits
Level: Intermediate
Vendor: ACPEN

What you will learn

Review the framework a firm should take to structure its bookkeeping services.

Description

CPAs get a bad rep regarding bookkeeping services. Walk through how to overhaul your offering by reviewing your client expectations, tech stack, and workflows.

Prerequisites:
No prior requisites are required, but previous experience offering bookkeeping to clients will emphasize the importance of this new framework

Advanced Preparation:
None

  • How to structure/offer repeated services without stretching yourself thin.
  • Types of Tech Stack you should include in your firm.
  • Managing client expectations and building your workflows around them.
CPAs offering bookkeeping services or looking to expand/partner with a bookkeeping firm.
  • Business Management & Organization
  • Eman Abdur-Rahman
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