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Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to engage in conversations with your clients about their business cash flow.

The Current Crisis in Business

I believe we are currently facing an unprecedented crisis in the business world. The core of this crisis is simple: many accountants feel uncomfortable discussing cash flow and cash flow management with their clients. As a result, the focus often shifts to discussing last year's results, which I argue is a concerning state of affairs. While accountants are undoubtedly busy, it's essential to acknowledge the alarming rate at which small businesses fail. Consider this: 80% of small businesses do not survive the first five years and of those, another 80% fail in the following five years. It's rare to encounter a business that's over 10 years old. Doing the math, this equates to only about 4% of businesses succeeding and thriving beyond a decade. This statistic underscores a moral obligation for accountants to aid their clients effectively.

The Benefit for Accountants

On the upside, accountants who actively assist their clients with business cash flow management services are not only appreciated but also rewarded by their clients. Today's focus will be on the 'why' of offering cash flow services. The 'how' will be addressed in our upcoming series. Our goal is to keep the information simple and accessible.

So, that's our agenda for today, and I'm excited to dive in with you all.

Why Offer Cash Flow Management Services (Video) (2 Hrs)
A/B
Suggested Courses

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to engage in conversations with your clients about their business cash flow.

The Current Crisis in Business

I believe we are currently facing an unprecedented crisis in the business world. The core of this crisis is simple: many accountants feel uncomfortable discussing cash flow and cash flow management with their clients. As a result, the focus often shifts to discussing last year's results, which I argue is a concerning state of affairs. While accountants are undoubtedly busy, it's essential to acknowledge the alarming rate at which small businesses fail. Consider this: 80% of small businesses do not survive the first five years and of those, another 80% fail in the following five years. It's rare to encounter a business that's over 10 years old. Doing the math, this equates to only about 4% of businesses succeeding and thriving beyond a decade. This statistic underscores a moral obligation for accountants to aid their clients effectively.

The Benefit for Accountants

On the upside, accountants who actively assist their clients with business cash flow management services are not only appreciated but also rewarded by their clients. Today's focus will be on the 'why' of offering cash flow services. The 'how' will be addressed in our upcoming series. Our goal is to keep the information simple and accessible.

So, that's our agenda for today, and I'm excited to dive in with you all.

Why Offer Cash Flow Management Services (Video) (2 Hrs)
Recent Searches
No recent searches found.
Similar Courses

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to engage in conversations with your clients about their business cash flow.

The Current Crisis in Business

I believe we are currently facing an unprecedented crisis in the business world. The core of this crisis is simple: many accountants feel uncomfortable discussing cash flow and cash flow management with their clients. As a result, the focus often shifts to discussing last year's results, which I argue is a concerning state of affairs. While accountants are undoubtedly busy, it's essential to acknowledge the alarming rate at which small businesses fail. Consider this: 80% of small businesses do not survive the first five years and of those, another 80% fail in the following five years. It's rare to encounter a business that's over 10 years old. Doing the math, this equates to only about 4% of businesses succeeding and thriving beyond a decade. This statistic underscores a moral obligation for accountants to aid their clients effectively.

The Benefit for Accountants

On the upside, accountants who actively assist their clients with business cash flow management services are not only appreciated but also rewarded by their clients. Today's focus will be on the 'why' of offering cash flow services. The 'how' will be addressed in our upcoming series. Our goal is to keep the information simple and accessible.

So, that's our agenda for today, and I'm excited to dive in with you all.

Why Offer Cash Flow Management Services (Video) (2 Hrs)
Suggested Courses

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to engage in conversations with your clients about their business cash flow.

The Current Crisis in Business

I believe we are currently facing an unprecedented crisis in the business world. The core of this crisis is simple: many accountants feel uncomfortable discussing cash flow and cash flow management with their clients. As a result, the focus often shifts to discussing last year's results, which I argue is a concerning state of affairs. While accountants are undoubtedly busy, it's essential to acknowledge the alarming rate at which small businesses fail. Consider this: 80% of small businesses do not survive the first five years and of those, another 80% fail in the following five years. It's rare to encounter a business that's over 10 years old. Doing the math, this equates to only about 4% of businesses succeeding and thriving beyond a decade. This statistic underscores a moral obligation for accountants to aid their clients effectively.

The Benefit for Accountants

On the upside, accountants who actively assist their clients with business cash flow management services are not only appreciated but also rewarded by their clients. Today's focus will be on the 'why' of offering cash flow services. The 'how' will be addressed in our upcoming series. Our goal is to keep the information simple and accessible.

So, that's our agenda for today, and I'm excited to dive in with you all.

Why Offer Cash Flow Management Services (Video) (2 Hrs)
Course Details

Improving Work Flow Using Agile Lean (Course Id 1892)

QAS / Registry
  Add to Cart 
Author : Colten Christensen, Author
Course Length : Pages: 32 ||| Review Questions: 12 ||| Final Exam Questions: 20
CPE Credits : 4.0
IRS Credits : 0
Price : $35.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Management Services - Management Services for Course Id 1892

Description :

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency and quality is desired. This course will describe the Agile Kanban project management methodology. 

Lean is an agile project management methodology for improving processes by eliminating waste. Lean is also used to improve work process and improve efficiencies. This course will describe the agile project management approach and compare it to a traditional project management approach. This course will describe the four values and twelve agile principles. This course will describe important Lean concepts to help a team to improve the way they work.  This course will also describe the process for identifying root cause of problems.  Finally, this course will identify the three wastes that constrain project workflow.

Usage Rank : 13571
Release : 2021
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 20-Apr-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 1892

Keywords : Management Services, Improving, Work, Flow, Using, Agile, Lean, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

At the end of this course, students will be able to:
  • Identify the project life cycle.
  • List the characteristics for a Waterfall project management method.
  • Recognize the four values for an agile method.
  • Identify the twelve agile principles.
  • Recognize important Lean concepts to help a team to improve the way they work.
  • Determine how to identify root cause of problems.
  • Identify the three wastes that constrain project workflow.
Course Contents :

Chapter 1 - Improving Work Flow Using Agile Lean

Course Learning Objectives

Introduction

Selecting a Project Management Methodology

Project Management Methodologies

Traditional Project Management Methodology

Project Phases

Project Life Cycle

Project Management Process Groups

Initiating Process Group

Planning Process Group

Executing Process Group

Monitoring and Controlling Process Group

Closing Process Group

Traditional Project Management Exercise

Why Change Project Management Methodology

Why Agility Matters

The Agile Project Management Methodology

Agile Manifesto

The 12 Agile Principles

Twelve Agile Principles in Detail

Summary

Agile Project Management Exercise

Agile Lean

Lean Values

Lean Thinking Tools

Commitment and Options Thinking

Incremental Design

Wishful Thinking

Lean Thinking

Eliminate Waste

Partially Completed Work

Extra processes

Extra features

Task Switching

Waiting

Defects

Value Stream Map

Delivering Value

See the Whole

Root Cause Analysis

Deliver As Fast As Possible

Work in Progress Charts

Bottlenecks

Pull Systems

Summary

Glossary

CPE Management Services Course: https://www.cpethink.com/practice-management-cpa-courses
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