Modernized Bookkeeping for the CPA
Monday, April 28, 2025
9-10 a.m. Central
1 CPE (1 non-technical)
Course code: 25WA-0799
View pricing
Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
CPAs get a bad rep regarding bookkeeping services. Walk through how to overhaul your offering by reviewing your client expectations, tech stack, and workflows.
Major subjects
-
How to structure/offer repeated services without stretching yourself thin
-
Types of Tech Stack you should include in your firm
-
Managing client expectations and building your workflows around them
Learning objectives
-
Review the framework a firm should take to structure its bookkeeping services
Who should take this program?
- CPAs offering bookkeeping services or looking to expand/partner with a bookkeeping firm
Pricing
|
Standard Member Fee |
$39.00
|
 Standard Nonmember Fee |
$39.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$39.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
Location
Online
Area
of study
Accounting & audit
Field(s)
of study
Business Management & Organization - Non-Technical (1.0)
Level
Update
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
​​​​​​No prior requisites are required, but previous experience offering bookkeeping to clients will emphasize the importance of this new framework
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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