Watch the

Hosted by
Joshua Feinberg of Vic.ai Academy

Traditional CPA firms and outsourced accounting providers continue to see client accounting services (CAS) as an important way to attract new clients, expand existing client relationships, move up the value chain, and directly impact their clients’ growth.

And while many accounting firms increasingly adopt technology as part of their core growth engine, accounting firms usually miss one key role that’s a given in nearly all technology firms: a product manager.

What does it take for leaders of traditional CPA firms and outsourced accounting providers to create compelling and profitable packaging and pricing around client accounting services?

When you register for How to Package and Price Your Client Accounting Services (CAS), you’ll learn how to:

  • Understand the CAS marketplace your firm competes in
  • Define the role of CAS in your firm’s growth plans
  • Figure out what should (and shouldn’t) be included
  • Package your CAS into different service levels
  • Avoid the most common packaging mistakes that plague the CAS team
  • Segment your existing client base
  • Weigh the pros and cons of CAS pricing models
  • Price based on value, so your CAS isn’t just a loss leader
  • Identify technology tools that make scaling CAS more efficient and profitable
  • And much more!

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

 

Panelists

Jason Warford, CPA, MAcc
Manager, Outsourcing Department
Harding, Shymanski & Company

Jason Warford, CPA, MAcc Manager, Outsourcing Department Harding, Shymanski & CompanyJason Warford is a Manager of the Outsourcing Department at Harding, Shymanski & Company. He joined the firm in 2018. Prior to joining Harding, Shymanski & Company, Jason worked on engagements of various sizes in KPMG’s audit practice and served as a manager in a local CPA firm where he primarily performed tax compliance and consulting services. Jason has eight total years of public accounting experience and brings a valuable, diverse set of experiences to the firm’s Outsourcing Department. In his career, he has worked with businesses of varying sizes, industries, and entity types. Jason has a passion for providing closely held businesses with accounting and business principals normally reserved for large corporations. He strives to help businesses and organizations streamline their accounting processes by utilizing web-based solutions to allow those owners and managers to do what they do best; manage their organizations.

 

Hal Rosen, CPA
Partner
Haynie & Company

Hal Rosen, CPA Partner Haynie & CompanyHal Rosen graduated from Brigham Young University in Accounting. During his 40+ year career, he spent time with a Big Eight international accounting firm, was a shareholder in local CPA firms, and held various financial and executive positions. Hal has taught accounting software classes and is a firm believer in properly accounting for businesses’ activities. In 2020, 2019, 2016, and 2015, Hal was one of Insightful Accountant’s Top 100 ProAdvisors. He also spent part of his career as an entrepreneur. Hal has been involved in small companies’ operations and has co-founded more than twelve companies in various industries. Hal has experience in many industries. These industries include scientific equipment manufacturing, coal mining, tool and mine supply distribution, real estate development and financing, employee benefits, and a travel agency.

 

Kurt Miller, CPA
President
RDM Associates

Kurt Miller, CPA President RDM AssociatesKurt Miller is the President of RDM Associates (RDMA), a technology driven Outsourced Accounting firm specializing in non-profits. With 22 years at RDMA, he is a CPA with a BS in Accountancy from Wayne State University. Before joining RDMA, Kurt worked as manager at a regional VAR of enterprise construction accounting systems, that he implemented throughout the Southern United States. This is where his passion for automation, reporting & analytics, and business process reengineering started. Kurt has strong experience in construction, national franchises, foster care, physician practice groups, behavioral health, engineering, software development and others. Now, with RDM Associates, Outsourced Accounting expertise is combined with AI and Business Intelligence to transform client financial and reporting functions into strategic forces in their business.

 

Moderator:

Joshua Feinberg
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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