CS Professional Suite & Onvio

Training for CS Professional Suite

Class Listings


2020 Year-End Update and Productivity Training: Moving Your Practice Forward

Level: Overview

How are you getting paid for the value (e.g., ideas, strategies, and solutions) you bring to your clients separate from the physical compliance deliverables? How are you defining the clarity and setting the proper expectations in your client relationships? How are you creating highly duplicable services to help your clients reach their financial goals and aspirations? It’s all part of the journey to building a firm that offers higher value to clients, operates in a more sustainable business model, and generates a healthier bottom line. Learn how to become a breakthrough firm that is set apart from traditional accounting practices.

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Course Objectives:

  • Create your firm's service menu
  • Build your firm's business model
  • Develop your firm's roll out strategy

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