Watch the Webinar Recording Advisory Best Practices for Accounting, CPA, and Outsourced CFO Firms

The accounting profession continues to navigate unprecedented challenges as the industry and its clients attempt to absorb ten years of digital transformation in mere months.

Long before remote accounting and work from home became the current staffing models for outsourced accounting, most practice leaders were already trying to upscale their services model from data entry, coding, and compliance to delivering on the promise of true advisory as their clients' outsourced CFO.

Many accounting and CPA firms have already added an extra “A” to their Client Accounting Services (CAS) acronym to embrace Client Accounting & Advisory Services (CAAS) more fully.

To help you better understand the opportunity to add advisory to more traditional outsourced accounting and client accounting services, Vic.ai Academy has invited five expert panelists from a broad cross-section of firms to help you jump-start and accelerate your own practice’s advisory services.

When you attend the webinar panel “Advisory Best Practices for Accounting, CPA, and Outsourced CFO Firms,” you’ll learn how to:

  • Get started in advisory
  • Add advisory into the mix of other accounting services your team provides
  • Lean on industry best practices for success
  • Decide whether advisory is right for you and your team
  • Staff up the right roles and responsibilities 
  • Adapt advisory to your firm’s business model
  • Utilize the right tools and software to make your advisory more efficient and profitable
  • Keep your skills sharp
  • Identify good fit clients
  • Prepare for the future of advisory
  • And much more!

This webinar is for outsourced accounting, outsourced CFO, client accounting services (CAS), entrepreneurial services, managed accounting, and bookkeeping teams. 

 

 

Moderated By:

Joshua Feinberg of Vic.ai Academy and Host of the AI in Accounting Podcast

Presented By:  Joshua Feinberg of Vic.ai Academy and Host of the AI in Accounting PodcastBefore joining Vic.ai in 2018, for the better part of two decades, Joshua Feinberg consulted with marketing, sales, and channel teams in and around the SaaS, cloud services, managed services, data center, and hosting industries. As the son of a retired CPA and retail controller, Joshua got his first taste of accounting at age 10 when his dad insisted he keep an accounts receivable sub-ledger for his paper route. Joshua's been consulting with, and designing and selling IT to, accountants since 1992.

 

Expert Panelists:

Lisa DeVaughn Foley, Member and Leader, Client Accounting Services (CAS) at Baldwin CPAsLisa DeVaughn Foley, Member and Leader, Client Accounting Services (CAS) at Baldwin CPAs

Lisa DeVaughn Foley oversees outsourced CFO services, compilations, cloud accounting, and client payroll services at Baldwin CPAs. With more than 25 years of accounting and tax experience, Lias has worked with a wide variety of industries, including construction, healthcare, real estate, restaurants, retail, and service businesses. An active member of both the accounting community and the local community, Lisa has served as the past chair of the Kentucky CPA Society’s CPE committee and a member of the Kentucky CPA Society’s Leadership Council.

 

Craig Steinhoff, Partner, Client Accounting and Advisory Services (CAAS) Group at HBK CPAsCraig Steinhoff, Partner, Client Accounting and Advisory Services (CAAS) Group at HBK CPAs

Craig Steinhoff is the leader of HBK CPA's Client Accounting and Advisory Services (CAAS) Group and Principal-in-Charge of the firm's Sarasota, Florida office. Craig began his accounting career in 1999 and joined HBK in 2007. He provides accounting, audit, and financial reporting services to a wide range of industries, including manufacturing, wholesale distribution, not-for-profit, governmental, retail, and entertainment. Craig is a recurring speaker, presenting various accounting, auditing, and internal control-related topics internally and for various external organizations. He also frequently authors non-profit articles for several external publications.

 

Scott Dawson, Director, Client Accounting Services at Kruggel Lawton CPAsScott Dawson, Director, Client Accounting Services at Kruggel Lawton CPAs

Scott Dawson leads Kruggel Lawton CPAs' CFO services practice. With diverse experience in public and private accounting, including CFO experience in manufacturing, automation, start-up, packaging, and software/technology, Scott anticipates client needs and provides tested solutions. His services include operational and strategic planning, business plan development and implementation, financial process development, evaluation, and improvement, as well as cash flow strategy and management. Scott also advises clients on pricing and profitability analysis, technology/ERP evaluation and implementation, cost reduction and optimization, board and executive presentations, scenario modeling, and business and project financing strategies.

 

Hayley Mayer, Principal, Client Account Services (CAS) at Prager Metis CPAsHayley Mayer, Principal, Client Account Services (CAS) at Prager Metis CPAs

Hayley Mayer is a Principal of Prager Metis CPAs and brings over fifteen years of experience in the accounting profession. As leader of the firm's Client Account Services (CAS) group, Haley's clients get access to various accounting services, valuable financial insights, and real-time analytics while eliminating the cost of an in-house accounting department. Her expertise includes QuickBooks, Enterprise Resource Planning (ERP), Point of Sale (POS), and Electronic Data Interchange (EDI) systems.

 

Glenn Scharf, Shareholder, Tax & Accounting Services at Saltmarsh, Cleaveland & GundGlenn Scharf, Shareholder, Tax & Accounting Services at Saltmarsh, Cleaveland & Gund

Glenn Scharf leads the Outsourced Accounting Services (OAS) department at Saltmarsh, Cleaveland & Gund, and is a shareholder in the firm's Tax & Accounting Services Department, assisting clients with all of their back-office accounting needs. Before joining Saltmarsh in July 2003, Glenn worked in the public accounting field since 1991 for several large, international firms in Atlanta. His broad range of expertise includes taxation, accounting, process engineering, business consulting, and tax management solutions for manufacturing, technology, real estate, telecommunications, healthcare, family-owned businesses, and individual taxpayers.

 

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