K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
Overview
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS, and identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS to ensure ethical and professional service delivery.
Highlights
- CAS overview to understand the service offerings, client needs, and market opportunities
- Selecting technology tools in CAS for accounting, workflow, and client collaboration
- Designing Service Delivery Models that are scalable and efficient processes for CAS
- Managing client relationships and setting expectations to deliver consistent value
- Evaluating pricing strategies, including fixed fee, subscription, and other pricing models
- Ensuring governance and meeting regulatory standards for data security and compliance
- Adapting to emerging technologies and evolving client demands to future-proof the practice
Prerequisites
None
Designed For
Business professionals responsible for creating, maintaining, or auditing automated workflows
Objectives
- Define the scope and benefits of Client Accounting Services for CPA firms
- Identify essential technology tools and strategies for CAS implementation
- Evaluate various pricing models and their application to CAS offerings
- Outline critical considerations for maintaining data security and regulatory compliance in CAS
- Develop a roadmap for building or enhancing a scalable CAS practice
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Randolph Johnston, Executive Vice President, K2 Enterprises LLC
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. Professional Service: •K2 Enterprises (K2E.com) - Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. (1990 - Present, Hammond, LA) •Network Management Group, Inc. (NMGI.com) – Chairman & CEO, Stockholder – Consults and specializes in Strategic Technology including planning, selection and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence and CRM; Infrastructure including: Cloud, Business Continuity, Virtualization, Backup, and remote mgmt. (1983 – Present Hutchinson, KS) •Hutchinson Community College – Department Chair, Professor, Adjunct – Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing. (1977 - 1997) Professional Data Services - Programmer and system designer - Developed a medical system including the first paperless claims in Kansas, appointments and collection systems. Owned ComputerLand, Entre’ and Connecting Point stores, received first IBM PC and first Compaq portable in KS. (1978 - 1981) •Farmland Industries - Programmer and system designer - Developed and maintained P&L, Credit Union and Feedlot accounting. (1977 - 1978) Awards: •Accounting Today - Listed as one of the 2004-2016 Top 100 Most Influential People •CPA Practice Advisor - Accounting Hall of Fame 2011, Top 25 Thought Leader 2011-2017 •Accounting Technology – Listed as one of the top nine technology stars in the industry •AICPA Technology Conference – Past Chair and featured Speaker for the past 31 years Who’s Who in Business & Industry – 1990-2017; in Computing 1987-2017 - Acknowledged as a leading business professional and as a leading computing professional Certifications: •Microsoft Certified Professional – MCP (Microsoft Corporation) •Certified Network Administrator – CNA (Novell Corporation) •Certified CAD specialist, Network Professional, Data Communications (AutoDesk, 3Com, Entre’)
Non-Member Price $119.00
Member Price $89.00