Providing higher value added services through collaborative bookkeeping and accounting services is a valuable client advisory service. Learn strategies to run a successful practice, understand how to staff appropriately, and review what services you should avoid. In addition, you will understand how to deliver excellent service by providing what clients value. In this course, you will also discover a variety of accounting software and cloud-base solutions to increase your efficiency when working with clients.
Upon successful completion of this course, participants will be able to:
- Cite service opportunities for clients that your firm can provide.
- Identify how collaborative accounting changes accounting procedures and processes, and how it potentially improves efficiency and accuracy.
- Recognize services, pricing, and delivery that drive client value.
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Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.
Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.
Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.
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