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Thursday, March 12, 2026 Live Webcast

Client Accounting Services For CPA Firms: Strategies For Growth And Success (X4-7336533)

11:00 AM - 1:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in AA

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.

DESIGNED FOR

Business professionals responsible for creating, maintaining, or auditing automated workflows

BENEFITS

  • 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

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

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Thomas Stephens

Thomas G. Stephens, CPA, CITP, CGMA

K2 Enterprises

Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA Shareholder, K2 Enterprises Woodstock, Georgia tommy@k2e.com Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992. Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-two years, Mr. Stephens has presented over 2,100 educational sessions to over 61,000 participants nationwide. Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle – his wife of thirty-one years – have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

PRICING

$79.00 - Member

$109.00 - Nonmember

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Note: Online pre-registration will close on March 12 at 10:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

ACPEN