Web Seminar  Maximizing value (and profits) with client accounting services

Apr. 26, 2018 | 2 PM ET/11 AM PT
Hosted by Accounting Today

Client fees provided by client accounting services have more than doubled in recent years, according to the AIPCA. That’s because cloud accounting technology has transformed client accounting services into a major growth driver. In this webinar, you’ll find out how you can efficiently scale this profitable service line.

In 2017, Receipt Bank, in partnership with Boomer Consulting, examined how regional and national firms approach client accounting services. The report covered everything from deploying new technology and adapting workflows to monitoring updated key performance indicators (KPIs) to maximize value and profits.

In this webinar Damien Greathead, of Receipt Bank, and Gina Scott of Gina Scott & Associates, will break down the key findings of the Boomer Advantage Guide, Maximizing Value (and profits) in Client Accounting Services. Firms of all sizes now have the opportunity to reap the benefits of monthly recurring revenue. Don’t miss out on the chance to learn how you can do it too.

Learning Objectives:

  • Awareness of trends driving growth in client accounting services.
  • How to implement workflows that maximize the benefits of the cloud
  • The key metrics to measure and manage success
  • Best practices from the top 100 firms

All attendees will receive the Boomer Advantage Guide: Maximizing Value (and profits) in Client Accounting Services.

Gina Scott
Gina Scott & Associates
Damien Greathead
Vice President of Business Development
Receipt Bank
Dan Hood
Accounting Today

Sponsor Content From:


NASBA CPE Credit is being offered for this webinar.**

SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

** In order to qualify to receive the CPE credits you will need to attend and stay on the seminar for its duration, which is about 60 minutes. This seminar not approved for IRS CPE Credit.
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