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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
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Virtual Accounting and CFO ServicesCOURSE ID: TECH051L
DESCRIPTION

One of the fastest growing services in the accounting industry today is providing outsourced accounting and CFO services via the cloud. This course will provide you with a step by step guide on how to establish your practice. Whether you are working in an existing accounting practice or are looking to start a new one, this course will provide you with valuable insight and knowledge on how to tap into this growth market for the accounting industry.

DESIGNED FOR: Partners in an accounting firm, small or large, looking for new revenue opportunities. Accountants who are looking to start a new practice. CFOs who are looking to gain more independence.FIELD OF STUDY: Specialized Knowledge & ApplicationLEVEL: OverviewPREREQUISITES: NoneCOURSE PRODUCER: CPA CrossingsCREDITS: 8.0OBJECTIVES:
  • Upon completing this course, you will:
  • Understand the market opportunity for outsourced accounting and virtual CFO services
  • Learn from others what it takes to be successful
  • Have a step by step guide for building your service offering
  • Be familiar with the top selling cloud accounting tools
HIGHLIGHTS:

Some of the specific topics that will be covered include: • Understanding the market opportunity for outsourced accounting services • Stories from those who have achieved success shared via video interviews • Developing your business plan • Defining your scope of services and target market(s) • Selecting the right tools – An in-depth review of top selling cloud accounting tools: QBO, Xero, Intacct, Sage, NetSuite, Bill.com and more • Defining your business processes and staffing for success • Establishing your pricing model • Dotting the i’s and crossing the t’s in your engagement letter • Tips and tools for marketing your outsourced accounting services

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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