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Live Webinar

100-minute live streaming program
  • June 20
  • 1:00 - 2:40 pm EST

Maximizing Profits and Value with Client Accounting Services

June 20

Discover your guide to deploying technology, adapting workflows and monitoring new key performance indicators to maximize value and profits in client accounting services.

Accounting firms are struggling to find the time and talent to transform their service lines into more advisory and consulting services, yet this is where growth is coming from in the accounting profession. You will learn the how as well as the mindsets, toolsets and skillsets required to transform your firm into a sustainable and future ready firm. This material was designed for experienced and entry level professionals who desire to move from the hours time dollars business into a more sustainable and higher valued business model.

Learning Objectives

  • You will be able to identify the 9 Areas of Automation.
  • You will be able to describe the importance of lean processes.
  • You will be able to define The Business Capability Model.
  • You will be able to differentiate Efficient vs. Effective.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

The Continuum of Value
  • Capacity
  • Capability
The Business Capability Model - the Automation of Your Entire Business.
  • Stakeholders
  • Business Channels
  • 9 Areas of Automation
The Required Mindsets, Skillsets and Toolsets
  • Formula for Success
  • Mindset Scorecard
The Wheel of Technology - Boomer's Intelligent Solutions
  • Quick Start
  • Advanced
Developing a Menu of Services
  • Transactional-Compliance-Advisory-Consulting
  • Industry-Niche
Packaging and Pricing
  • Bundling
  • Target Clients
  • Target Prices/Margins
The Importance of Lean Processes (Cycle Times and One Way Workflow)
  • Efficient vs. Effective
  • Lean+ Technology
Conclusion
  • Additional Resources
  • Your Game Plan
  • Accountability
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • Enrolled Agents 2.0
     
  • This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     
  • CPE 2.0 including Business Management and Organization 2
     
  • Lorman Education Services 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 web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Business Management and Organization for 2.0 hours. Prerequisite: basic knowledge of general accounting. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Advisory Services for 2.0 hours.
     

Who should attend?

This live webinar is designed for accountants, controllers, business owners and managers, finance executives, tax managers, enrolled agents, bookkeepers, and tax preparers.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

L. Gary Boomer, CPA.CITP, CGMA

L. Gary Boomer, CPA.CITP, CGMA

Boomer Consulting, Inc.

  • Partner in a regional accounting firm
  • Founder of Boomer Technology Circles and The Business Transformation Circle where firm professionals meet their peers to learn about the plans, people, processes and platforms successful firms are leveraging
  • Has also been active in the AICPA and served as chairman of the IT Executive Committee and Life Insurance and Disability Plans
  • Named to the top 100 Accounting Today Influencers, IPA Top 10 Recommended Consultants and CPA Practice Advisor's Top 25 Thought Leaders
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 405709
Published 2019
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