Available in:

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

97 minutes
Course Exam
Certificate of Completion
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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 reviewed on March 8, 2023.

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

No Credit Available

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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

All of your training, right here at Lorman.

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

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

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

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 406809
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!