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.
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.
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.
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