Description
Discover your guide to deploying technology, adapting workflows and monitoring new key performance indicators to maximize value and profits in client accounting services.Accounting firms are struggling to find the time and talent to transform their service lines into more advisory and consulting services, yet this is where growth is coming from in the accounting profession. You will learn the how as well as the mindsets, toolsets and skillsets required to transform your firm into a sustainable and future ready firm. This material was designed for experienced and entry level professionals who desire to move from the hours time dollars business into a more sustainable and higher valued business model.
Date: 2019-08-30 Start Time: End Time:
Learning Objectives
The Continuum of Value
• Capacity
• Capability
The Business Capability Model – the Automation of Your Entire Business.
• Stakeholders
• Business Channels
• 9 Areas of Automation
The Required Mindsets, Skillsets and Toolsets
• Formula for Success
• Mindset Scorecard
The Wheel of Technology – Boomer’s Intelligent Solutions
• Quick Start
• Advanced
Developing a Menu of Services
• Transactional-Compliance-Advisory-Consulting
• Industry-Niche
Packaging and Pricing
• Bundling
• Target Clients
• Target Prices/Margins
The Importance of Lean Processes (Cycle Times and One Way Workflow)
• Efficient vs. Effective
• Lean+ Technology
Conclusion
• Additional Resources
• Your Game Plan
• Accountability
CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
L. Gary Boomer, CPA.CITP, CGMA-Boomer Consulting, Inc.
