Content Provider
Vicai

Free cpe webinars
How to Package and Price Your Client Accounting Services (CAS)

HOW TO PACKAGE AND PRICE YOUR CLIENT ACCOUNTING SERVICES (CAS)

This course is intended for public CPA Firms, Outsourced Accounting Providers, Bookkeeping Firms, Outsourced Controllers, and Outsourced CFOs 10+ employees.
Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Traditional CPA firms and outsourced accounting providers continue to see client accounting services (CAS) as an important way to attract new clients, expand existing client relationships, move up the value chain, and directly impact their clients’ growth.

And while many accounting firms increasingly adopt technology as part of their core growth engine, accounting firms usually miss one key role that’s a given in nearly all technology firms: a product manager.

What does it take for leaders of traditional CPA firms and outsourced accounting providers to create compelling and profitable packaging and pricing around client accounting services?

When you register for How to Package and Price Your Client Accounting Services (CAS), you’ll learn how to:


  • Understand the CAS marketplace your firm competes in

  • Define the role of CAS in your firm’s growth plans

  • Figure out what should (and shouldn’t) be included

  • Package your CAS into different service levels

  • Avoid the most common packaging mistakes that plague the CAS team

  • Segment your existing client base

  • Weigh the pros and cons of CAS pricing models

  • Price based on value, so your CAS isn’t just a loss leader

  • Identify technology tools that make scaling CAS more efficient and profitable

  • And much more!


This webinar is especially crucial for CPA firms, outsourced accounting providers, bookkeeping firms, outsourced controllers, and outsourced CFOs.

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Joshua Feinberg

vic.ai
Chief Marketing Officer
joshua@vic.ai
(561) 420-0600

Vicai

Before joining Vic.ai in 2018, for the better part of two decades, Joshua Feinberg consulted with marketing, sales, and channel teams in and around the SaaS, cloud services, managed services, data center, and hosting industries. As the son of a retired CPA and retail controller, Joshua got his first taste of accounting at age 10 when his dad insisted he keeps an accounts receivable sub-ledger for his paper route. Joshua's been consulting with and designing and selling IT to accountants since 1992.

Jason Warford

Harding, Shymanski & Company
Manager, Outsourcing Department

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Jason Warford is a Manager of the Outsourcing Department at Harding, Shymanski & Company. He joined the firm in 2018. Prior to joining Harding, Shymanski & Company, Jason worked on engagements of various sizes in KPMG’s audit practice and served as a manager in a local CPA firm where he primarily performed tax compliance and consulting services. Jason has eight total years of public accounting experience and brings a valuable, diverse set of experiences to the firm’s Outsourcing Department. In his career, he has worked with businesses of varying sizes, industries, and entity types. Jason has a passion for providing closely held businesses with accounting and business principals normally reserved for large corporations. He strives to help businesses and organizations streamline their accounting processes by utilizing web-based solutions to allow those owners and managers to do what they do best; manage their organizations.

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Hal Rosen graduated from Brigham Young University in Accounting. During his 40+ year career, he spent time with a Big Eight international accounting firm, was a shareholder in local CPA firms, and held various financial and executive positions. Hal has taught accounting software classes and is a firm believer in properly accounting for businesses’ activities. In 2020, 2019, 2016, and 2015, Hal was one of Insightful Accountant’s Top 100 ProAdvisors. He also spent part of his career as an entrepreneur. Hal has been involved in small companies’ operations and has co-founded more than twelve companies in various industries. Hal has experience in many industries. These industries include scientific equipment manufacturing, coal mining, tool and mine supply distribution, real estate development and financing, employee benefits, and a travel agency.

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Kurt Miller is the President of RDM Associates (RDMA), a technology driven Outsourced Accounting firm specializing in non-profits. With 22 years at RDMA, he is a CPA with a BS in Accountancy from Wayne State University. Before joining RDMA, Kurt worked as manager at a regional VAR of enterprise construction accounting systems, that he implemented throughout the Southern United States. This is where his passion for automation, reporting & analytics, and business process reengineering started. Kurt has strong experience in construction, national franchises, foster care, physician practice groups, behavioral health, engineering, software development and others. Now, with RDM Associates, Outsourced Accounting expertise is combined with AI and Business Intelligence to transform client financial and reporting functions into strategic forces in their business.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Vicai
Vic.ai is pioneering the use of autonomy and intelligence to digitally transform accounting and finance processes to improve productivity, decision-making, and ROI. Vic.ai addresses the most manual and inefficient task in accounting – invoice processing – to improve its speed and scalability, and ultimately enable customers to reinvent their accounts payable operations and improve financial management. By processing more than half a billion invoices with up to 99% accuracy, Vic.ai has helped 10,000+ customers achieve nearly $188 million in cost savings and 6 million hours in time savings. Vic.ai is jointly headquartered in New York City and Oslo, Norway. For more information, please visit http://www.vic.ai/