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OnDemand Course

Maximizing Profits and Value with Client Accounting Services

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 methods in developing a menu of services
  • You will be able to identify examples of each service type
  • You will be able to differentiate between pricing strategies
  • You will be able to recognize chsracteristics of Six Sigma

Runtime: 97 minutes
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Why Lorman?

Over 33 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 33 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

OnDemand Course

This course was last revised on August 30, 2019.

Call 1-866-352-9540 for further credit information.

  • CPE/NASBA - QAS Self Study 2.5 including Business Management and Organization 2.5
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study 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: 2.5 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 2.5 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement 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.
     
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More Program Information

Why Lorman?

Over 33 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 33 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: 406809
Published 2019
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