Content Provider
Dinamis

Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
7 Tips to Expand Your Margins and Increase Revenue with CAS

7 TIPS TO EXPAND YOUR MARGINS AND INCREASE REVENUE WITH CAS

Available Date(s)
Tuesday, December 15, 2020: 12:00PM EST
Wednesday, January 13, 2021: 12:00PM EST
Wednesday, February 17, 2021: 12:00PM EST
Wednesday, March 17, 2021: 12:00PM EDT
Wednesday, April 28, 2021: 12:00PM EDT

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
Series: Bookkeeper
Course Description

New client expectations represent growth potential for your firm. This course will explore integrated solutions for a new breed of clients and an integrated dashboard with KPIs, digital bill payments, online payroll, and digital document management systems. We will also discuss the option of video conferencing for a client planning meeting. This current market shift can mean real growth for your firm.

You work hard to keep your business running, but what are you doing to keep it growing? Building a Client Accounting Services (CAS) practice is hard work. Advisory practices in general and CAS, in particular, are quite different from tax and assurance practices. When you identify the right business opportunities and apply a value-based pricing model, you’ll reveal your true worth to your clients. Today, many firms are still ramping up CAS practices, and we’ve identified a few tips for growing your practice.

Learning Objectives:


  • Recognize how being a disruptor may be one of your critical success factors

  • Identify why picking and mastering a niche is critical to advisory success

  • Identify your greatest expense and how to manage it effectively

  • Recognize why it is essential to be a disruptor in this new practice area

  • Recognize the necessity & worth of one key ingredient in all your plans

Linkedin

Edward Warren

Dinamis
Business Development Director
ed@dinam.is

Dinamis

Edward D. Warren is the Business Development Director at Dinamis. Ed is a veteran sales and marketing executive and individual producer with over 20 years of progressive sales and sales management experience.

Warren joined Dinamis in October of 2019. Before joining Dinamis, Ed served in marketing and business development leadership in two public accounting firms, PBMares and Smith Elliott Kearns & Company. He also served as director and Vice President of sales for Telmar Network Technology, a wireless telecommunications infrastructure provider.

Ed earned a Bachelor of Science in Business Administration from the University of Baltimore and an MBA from Loyola University of Maryland. Ed volunteers as a board member for Samaritan Ministry of Greater Washington.  He is also a general board member for the Association of Accounting Marketing. Ed has led training and seminars on consultative selling and on using LinkedIn for sales and professional networking. He was also a featured panelist on a CPA.com webinar on the role sales and marketing can play in growing your client accounting services practice.

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.
Handout Materials
Presentation Slides
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

Dinamis
Dinamis is a business process outsourcing (BPO) provider that offers transaction processing and controllership services for accounting, bookkeeping and client accounting services firms. Dinamis also provides BPO support for software development firms.