Modernized Bookkeeping for the CPA

Overview

CPAs get a bad rep regarding bookkeeping services. Walk through how to overhaul your offering by reviewing your client expectations, tech stack, and workflows.

Prerequisites

??????No prior requisites are required, but previous experience offering bookkeeping to clients will emphasize the importance of this new framework

Objectives

• Review the framework a firm should take to structure its bookkeeping services

Highlights

• How to structure/offer repeated services without stretching yourself thin
• Types of Tech Stack you should include in your firm
• Managing client expectations and building your workflows around them