5 Strategies to Manage Your Accounting Workflow

2018 CPA Academy Webinar Series

Thank you for attending this session in which we explored being proactive about your success running a client accounting services firm.  Your knowledge capital is your secret sauce.  The firm will use it to create revenue.  Proactive management of the service delivery speaks directly to the bottom line profit.

Here are some of the samples and resources referred to during the session:

• PPT slide deck
• Defining Your Services
  • How to write a great procedure
  • Sample procedure:  QBO Reconcile, Troubleshoot Beginning Balance
  • Sample checklist:  QBO Reconcile
  • Sample checklist:  BDC Pay Bills
• Selling Your Services
  • Price for Profit, Part 1
  • Price for Profit, Part 2
  • Sample standard service menu, base packages
  • Sample standard service menu, add-ons
  • Sample concierge service needs assessment
  • Sample expectation, how it works
  • Sample expectation, terms of service
  • Sample service agreement, pricing page
  • Sample recurring payment authorization form (QB Payments)
• Delivering Your Services
  • Sample resources for staff
  • Bookkeeping Client Onboarding Checklist
  • Sample client payroll onboarding form
  • Sample client onboarding request checklist
  • Practice management considerations
  • Sample practice management reports
• Book:  E-Myth Accountant
• Mastery:  QuickBooks Online Certification
• App:  Aero Workflow