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January 02, 2018
12:00PM - 2:00PM ET


Business Mgmnt and Org

Course Description

Providing higher value added services through collaborative bookkeeping & accounting services is a Client Advisory Service that you should consider. Learn the strategies to run a successful practice, gain ideas on how to develop your offering and monthly fees, see how to staff appropriately, and review what services you should avoid. Understand what clients value and how you can deliver excellent service. As an added benefit, firms that have collaborative bookkeeping services generally are worth more during an exit or merger acquisition. 


K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years’ experience in strategic technology planning, accounting software selection, paperless systems, systems and network integration, business continuity and disaster recovery planning, business development and management, process engineering and outsourced managed services. A consultant for high profile technology vendors, Randy delivers national seminars to CPAs, business groups, and IT leaders on technologies in accounting, healthcare, and banking. He also creates articles on over 30 technology topics including CPA firm technology, cloud technology, business continuity, accounting software, and business strategies leveraging technology. Accounting Today listed Randy as one of its Top 100 Most Influential People from 2004–2015. In 2011, CPA Practice Advisor acknowledged Randy in the Accounting Hall of Fame and as a Top 25 Thought Leader from 2011–2016. For the past 29 years, Randy has been a featured speaker at the AICPA Technology Conference. In addition to these recognitions, Who’s Who in Business & Industry has acknowledged Randy as a leading business and computing professional.

Course Specifics

Business Mgmnt and Org
Dec 22, 2015

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • List service opportunities for clients that your firm can provide
  • Define 'collaborative accounting,” how it changes accounting procedures and processes, and how it potentially improves efficiency and accuracy
  • Differentiate services, pricing and delivery that drive client value

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