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achieve financial growth CPAs & Consultants 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
Staffing Challenge Project Manager Role Business Analysts Role
Marketing Challenges of Marketing for a Small Firm
Culture Change Traditional CPA Model vs. The New CPA o Acceptance and Understanding o Relinquishing of Client Control
Kolbe Integration Quick Start vs. Firm Acceptance 2 Quick Starts in Niche Development All of ESG and IT
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
Value Pricing Scrapping of Time Sheets Pricing the New CPA Initial Feedback from Clients
Questions & Discussion
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