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.
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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