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Tuesday, June 13, 2017 Live

Virtual Accounting and CFO Services - A Step by Step Guide to Building Your Practice (E1706163)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

6 CPE Credits in CS
2 CPE Credits in AA

OVERVIEW

One of the fastest growing services in the accounting industry today is providing outsourced accounting and CFO services via the cloud. This course will provide you with a step by step guide on how to establish your practice. Whether you are working in an existing accounting practice or are looking to start a new one, this course will provide you with valuable insight and knowledge on how to tap into this growth market for the accounting industry.

DESIGNED FOR

Partners in an accounting firm, small or large, looking for new revenue opportunities. Accountants who are looking to start a new practice. CFOs who are looking to gain more independence.

BENEFITS

  • Understand the market opportunity for outsourced accounting and virtual CFO services
  • Learn what it takes to be successful from others
  • Have a step by step guide for building your service offering
  • Be familiar with the top-selling cloud accounting tools

HIGHLIGHTS

  • Understanding the market opportunity for outsourced accounting services
  • Stories from those who have achieved success shared via video interviews
  • Developing your business plan
  • Defining your scope of services and target market(s)
  • Selecting the right tools - an in-depth review of top selling cloud accounting tools: QBO, Xero, Intacct, Sage, NetSuite, Bill.com and more
  • Defining your business processes and staffing for success
  • Establishing your pricing model
  • Dotting the i's and crossing the t's in your engagement letter
  • Tips and tools for marketing your outsourced accounting services

COURSE LEVEL

Update

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

John Higgins

John H. Higgins, CPA.CITP

Strategic Technology Advisor

Higgins Advisory, LLC

John is the founder and CEO of Higgins Advisory, LLC, which helps CPAs, CFOs and other financial professionals successfully guide their firms and business organizations through a digital transformation that leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more. He is a seasoned entrepreneur, having been the founder of two separate accounting technology advisory firms that were acquired by larger organizations, such as the co-founder of CPA Crossings, LLC, a national provider of CPA technology advisory and educational services, and a founder of Computools, Inc. a provider of financial and ERP solutions for small and mid-size businesses. In addition, he has experience with a local CPA firm and as a technology advisory practice leader partner in a national CPA firm. John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements.

PRICING

$299.00 - Member

$399.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings