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Webinar

Modernized Bookkeeping for the CPA

If you have questions about this event, please call us at 952-831-2707.

Friday, Dec. 6, 2024
2-3 p.m. Central
1 CPE (1 non-technical)

Course code: 24WA-8739
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Alternate dates & more options


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

Major subjects

  • 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

Learning objectives

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

Who should take this program?

  • CPAs offering bookkeeping services or looking to expand/partner with a bookkeeping firm  

Pricing

Standard Member Fee $39.00
checkmark Standard Nonmember Fee $39.00
Our records indicate you are a nonmember. If you register, you will be charged $39.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Location Online
Area
of study
Accounting & audit
Field(s)
of study
Business Management & Organization - Non-Technical (1.0)
Level Update
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. ​​​​​​No prior requisites are required, but previous experience offering bookkeeping to clients will emphasize the importance of this new framework
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.