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The New CPA: A Year in Review

The New CPA: A Year in Review. by Jim Laubinger and Jeff Hays June 5, 2012. Conception The Merging of Two Visions ESG + IT = The New CPA. The Plan Outline Changing of Traditional CPA Model Building a Team to Serve a Client Introduction of Business Analysts and Project Managers.

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The New CPA: A Year in Review

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  1. The New CPA: A Year in Review by Jim Laubinger and Jeff Hays June 5, 2012

  2. Conception • The Merging of Two Visions • ESG + IT = The New CPA

  3. The Plan Outline • Changing of Traditional CPA Model • Building a Team to Serve a Client • Introduction of Business Analysts and Project Managers

  4. Staffing Challenge • Project Manager Role • Business Analysts Role

  5. Marketing • Challenges of Marketing for a Small Firm

  6. Culture Change • Traditional CPA Model vs. The New CPA • Acceptance and Understanding • Relinquishing of Client Control

  7. Kolbe Integration • Quick Start vs. Firm Acceptance • 2 Quick Starts in Niche Development • All of ESG and IT

  8. Evaluation of Products and Decisions • Intacct (Affiliate vs. VAR) • Bill.com (Expert Certification & Guru Certification) • Xero (Partner) • Right Networks • QuickBooks Online • Office 365 • CCH Portal SaaS

  9. Value Pricing • Scrapping of Time Sheets • Pricing the New CPA • Initial Feedback from Clients

  10. Questions & Discussion

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