Cooking Up Success: CPA Clara's Recipe for a Modernized Firm
If you have questions about this event, please call us at 952-831-2707.
Wednesday, June 17, 2026
10-11 a.m. Central
1 CPE (1 non-technical)
Course code: 26WA-3445
View pricing
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
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How to structure/offer repeated services without stretching yourself thin.
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Types of Tech Stack you should include in your firm.
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Managing client expectations and building your workflows around them.
Learning objectives
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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
|
 Standard Nonmember Fee |
$39.00
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If you have questions about this event, please call us at 952-831-2707.
