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Sunday, September 18, 2011

1:30 PM - 5:30 PM

TRAINING SESSION THREE: BUILDING AND LEADING THE HIGH-PERFORMANCE CLIENT ACCOUNTING SERVICES PRACTICE

Jennifer Katrulya, CPA CEO, BUSINESS MANAGEMENT RESOURCE GROUP, LLC

 

Today’s leading CPA firms are using hosted and cloud technology solutions to provide the high value client accounting and advisory services for their clients and realizing unprecedented gains in efficiency and profitability.  The hardest part of building the successful Client Accounting Services Practice (CAS) can often be getting started!  In this session, we’ll take an in-depth look at the keys to building a foundation for success which include:

  • Leading the CAS Practice
  • Selling the message within the firm
  • The CAS Business Plan
  • Financial Management in the CAS Firm
  • The SWOT Analysis

 

You’ll leave this session armed with essential information you need to transition to this lucrative CAS model.  Sessions that follow throughout the C4 Conference will help you build on this foundation and help you propel your firm forward. 

 

 

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