Advisory Services: Is Your Firm Ready to Play Above the Line?
There is a lot of interest, discussion and action taking place around client accounting and advisory services. Firms are recognizing the opportunities offered by advances in technology and cloud accounting systems. However, it’s not the technology platform driving this movement, rather firms’ desire to transition from a trusted technical advisor to a trusted business advisor. Before you even get into the discussion about which cloud accounting platform is right for your firm and clients, you must first ask if your firm is prepared to play above the line.
In this webinar, you will learn about the relevant trends and latest developments in client advisory services. We will focus on how firms can maximize success in advisory services and be future ready in today's rapidly changing environment.
- Finding Your Champion and Building Your Team
- The Rise of the Cloud Ecosystem
- Building a Menu of Services
- Selling the Value Proposition of Client Advisory Services (Internally & Externally)
- Your 90-Day Game Plan to Success
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- Access to expertise, peers and leading vendors
- Sample Menu of Services and Service Levels
- Sample Pricing Matrix
- How to package and price services
- How to build a service delivery team
- No travel time or expense
- Unlimited number of people may attend from your firm
- 4.5 hours of CPE
Each section of this webinar will be packed full of education, tools, resources to assist you in succeeding.
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Who Should Attend
This webinar is designed for firms wanting to increase the profitability of their client accounting and advisory services as well as onboard new members of our Producer Circle community. You will learn from our consultants, peers, leading vendors and gain access to tools and resources to make you more successful (e.g. sample menu of services, service levels, pricing matrix and proven platforms and ecosystem applications). We encourage you to have as many people as you like attend from your firm (even multiple locations) to save you time and learn how to use the tools and build your team.
Gary Boomer, CEO, Boomer Consulting, Inc.
Jim Boomer, CIO & Shareholder, Boomer Consulting, Inc.
Jon Hubbard, Director of Business Development & Consultant, Boomer Consulting, Inc.
A Live 240-Minute Webinar - 4.5 CPE Credits / September 3, 2014 10am CST - 2pm CST
Program Level: Update
Field of Study: Business Management and Organization
Advanced Preparation: None
Instructional Delivery Method: Group Internet Based
Recommended CPE Credit: Participants are entitled to up to 4.5 CPE credits. For information regarding administrative policies such as a complaint or a refund, please contact Sue Thiemann at firstname.lastname@example.org.
Course Registration & Cost Requirements: The total investment is $1,000 for your firm. Contact Erin Cheever for login details at email@example.com.
About Boomer Consulting, Inc.: Boomer Consulting, Inc. provides consulting services to high performing CPA firms. Our solutions target four areas critical to a firm’s success: Technology, Practice Management, Training and Learning and Human Capital. Learn how our services within these areas can help your firm minimize dangers, capture opportunities and optimize strengths. For more information, visit www.boomer.com.
Boomer Consulting, Inc. 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 of CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700 Nashville, TN 37219-2417 or by visiting the website: www.learningmarket.org.