The Radical CPA: New Rules for the Future-Ready Firm (110050-14)
Description
How to create a customer-centric “New” firm for today’s world: Including
in-depth Practice Management discussions with your peers around Cloud,
Social, Value, and Process. Imagine Online Interactive Video driven
conversations about meeting the demands of today’s Firm customers.
Learning Objectives
This course will get you started or help you improve serving today’s
cloud, social, value, and experience driven accounting and tax consumer
Major Topics
This workshop is a deep dive into the components that make up the Future
Ready firm. In depth coverage of the services and management that make
up the Future Ready Firm business model. An opportunity to take your
firm in new direction, real implementation tools and a road map to get
started. Adopting cloud and social technology creates the need for an
entirely new business model in your firm. How do you go about
positioning your services to cloud prospects
It's not about selling tax
and bookkeeping services anymore! Cloud/Social Accounting from firm and
client perspective Practice Management Driven Opportunities: With a new
model shift, comes a need for a new client engagement strategy. How do
you effectively onboard new accounting and tax clients and what tools do
you need to set the stage with new cloud clients. A new process driven
and value/fixed pricing model sets the stage for more regular
interactions with your clients, and bundles incremental value into your
brand promise.
