Client Accounting and Advisory Services: Implementing and Monitoring Systems, Enhancing Quality, Minimizing Risks
Recording of a 110-minute CPE webinar with Q&A
This webinar will equip accounting firms with the knowledge and tools to successfully provide client accounting and advisory services (CAAS). Our panel of CAAS experts will address the key elements of implementing and strengthening these services, including understanding client needs, developing specialized expertise, implementing technology, and streamlining internal processes.
Outline
- Introduction to client accounting advisory services
- Understanding client needs and expectations
- Expanding service offerings
- Developing specialized expertise
- Implementing technology and innovation
- Streamlining internal processes
- Enhancing communication and collaboration
- Quality assurance and risk management
- Marketing and business development
- Continuous improvement and adaptation
Benefits
This panel will review these and other critical issues:
- Evaluating internal workflows and procedures in order to streamline services provided
- Implementing quality control processes and procedures to monitor risks
- Assessing technological needs and capabilities
- Finding and developing a talented team with specialized skills
Faculty
Adam Hale, CPA
Partner
Summit Virtual CFO by Anders
Mr. Hale co-founded Summit CPA Group (now Summit Virtual CFO by Anders) in 2002, which merged with Anders CPAs +... | Read More
Mr. Hale co-founded Summit CPA Group (now Summit Virtual CFO by Anders) in 2002, which merged with Anders CPAs + Advisors (Anders) in 2022. As a Partner at Anders, he now supervises the VCFO division and proactively works to build out the advisory side of Anders with a Virtual CFO service model. Mr. Hale leverages 20+ years of experience in the public accounting sector to coach his team and other accounting firm owners around how to successfully sell and deliver Virtual CFO services. He takes a leading role in the ideation and development of CPA training courses, including Summit’s Virtual CFO Playbook: How to Land $60K/year Clients and Provide a Killer Client Experience. Mr. Hale specializes in Virtual CFO Services, Creative Agencies, and Remote Team Management. He is also a member a several professional organizations including the American Institute of Certified Public Accountants (AICPA), Indiana CPA Society, and Member of the Society of Digital Agencies (SoDA). Mr. Hale is a member of both PlanGuru’s Board of Directors and Mizpah Shrine. In 2017, he was awarded as a winner of the Indiana CPA Society Innovation Award.
Close
Katina Peters, CPA, CGMA
Owner
Peters, Johnson, Staley & Co.
Ms. Peters is a business growth and profitability advisor with a passion for helping clients achieve their dreams. She... | Read More
Ms. Peters is a business growth and profitability advisor with a passion for helping clients achieve their dreams. She works with service-based businesses, focusing her expertise on law firms and construction contractors. Ms. Peters utilizes her credentials, education and 20+ years of experience as a Certified Public Accountant and Chartered Global Management Accountant in providing clients with insight to their business and acts as a partner in strategic planning and execution.
Close
