Watch the Client Accounting Services (CAS) Partner Panel (Webinar Recording)

Hosted by
Joshua Feinberg of Vic.ai Academy

The accounting industry is changing fast; more rapidly than ever.


Against the backdrop of all of this change, what does the future hold for firms that provide client accounting services and outsourced accounting?

And in the post-COVID-19 economy, how will the landscape for client accounting services transform?

When you register for the Client Accounting Services (CAS) Partner Panel, you’ll learn how to:

  • Evaluate your mix of CAS compared to other services your firm provides
  • Differentiate your CAS offering
  • Build your firm’s ideal CAS team
  • Identify the single-biggest problems CAS teams face
  • Address CAS pricing questions
  • Adopt the right CAS technology stack
  • Figure out the right CAS benchmarks to measure
  • And much more!

This webinar is especially crucial for CPA firms, outsourced accounting providers, bookkeeping firms, outsourced controllers, and outsourced CFOs.

Panelists

Deborah Defer, Managing Director, Business Services and Outsourcing at BDO USA

Deborah Defer, Managing Director, Business Services and Outsourcing at BDO USADeborah Defer has more than 30 years of accounting experience; both in industry and accounting firms. As Managing Director for BDO USA, LLP’s Business Services & Outsourcing, her team is focused on consulting and training of clients regarding their accounting system analysis, recommendations and implementation. She also serves as the firm's Technology Leader for all solutions utilizing the QuickBooks Online platform. Deborah has been selected to the Intuit Influencers, Top Business Process Outsourcing ProAdvisor of 2015 by Insightful Accountant, and Top 100 ProAdvisor for six consecutive years.

 

Aaron Berson, CEO and Co-Founder of Fringe Advisory

Aaron Berson, CEO and Co-Founder of Fringe AdvisoryAaron Berson, CPA, is the Chief Executive Officer and Co-Founder of Fringe Advisory Co. Aaron fills the roles of Controller, CFO, process designer and system curator for his clients. His passion for accounting and technology solutions allows him to provide complete automated workflows for clients and our team. In addition, Aaron’s experience and in-depth knowledge of tax, financial statements and GAAP enable him to assist clients with developing tax, financial and growth strategies. During his time at EisnerAmper, he founded and led the Virtual Business Services Group (Now called Cloud Accounting Services). Over the course of seven years, he has developed and perfected processes and workflows that aim to automate and streamline the accounting function of any business. In 2017, 2018 and 2019, CPA Practice Advisor recognized Aaron as a “40 Under 40” in the accounting profession as a leader who is helping to positively shape the accounting and tax professions.

 

Bella Hobbel, COO and Co-Founder of Fringe Advisory

Bella Hobbel, COO and Co-Founder of Fringe AdvisoryBella Hobbel is the Chief Operating Officer, and Co-Founder of Fringe Advisory Co. Bella serves as Controller and CFO to her clients, getting to know them and their business in great detail. Due to Bella’s unique passion for her work and dedication to her clients, she is able to notice anomalies and discrepancies quickly. She has been able to spot and prevent fraud that the bank’s controls overlooked saving her clients thousands.

 

Amy Knight, President of Knight CPA Group

Amy Knight, President of Knight CPA GroupHaving founded the firm in 2002, Amy Knight oversees its entire operation focusing on client relations, business development, and IT initiatives. The practice provides complete back office solutions for the home health, hospice, and nursing facility industries. Within these industries, Amy has expertise of how the accounting systems should be designed, so that everything flows efficiently from one system to the next—such as payroll design that effortlessly flows into the year-end cost reporting. Amy has extensive experience with both Medicare and Texas Medicaid cost reporting. Additionally, her staff is highly focused on using integrative technologies to deal with the details so that they can each deliver a one-of-a-kind client experience.

 

Carolyn Hall, Partner-in-charge of the Wiss Outsourced Accounting In-The-Cloud group at Wiss & Company

Carolyn Hall, Partner-in-charge of the Wiss Outsourced Accounting In-The-Cloud group at Wiss & CompanyCarolyn Hall is the partner-in-charge of the Wiss Outsourced Accounting In-The-Cloud group where her strong abilities to understand each client’s needs provides immeasurable benefits to the business owners as they grow. Outsourced Accounting clients say that Carolyn’s advisory services and strong relationships with them ensures the highest standards of service and results for their business.

 

Moderator:

Joshua Feinberg of Vic.ai

About Joshua FeinbergBefore 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.

 

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