CPA - small firm
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Small Business Owner
Join this informative session with Joe Woodard about building a distinctive, value-driven bookkeeping practice. In this session, he will explore services that can be offered to your clients and determine which works best for their specific business model and operation. Joe will also discuss adding "Bookkeeping Plus" to your existing services and the best way to incorporate it into your current pricing model.
Learning Objectives:
- Evaluate specific types of "Bookkeeping Plus" services you can offer your clients
- Determine which "Bookkeeping Plus" services work best for each of your client’s business models and operations
- Outline pricing strategies for adding "Bookkeeping Plus" services to your existing bookkeeping engagements
- Recall specific tools and solutions that will equip you to begin offering "Bookkeeping Plus" services immediately
Joe Woodard
Woodard
Founder & CEO
[email protected]
(404) 857-0700
As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices.
Joe is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession.
Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.
About Our Presenter
Woodard empowers small business advisors to transform their practices and their clients through education, coaching, resources, and professional communities. Woodard's education programs provide some of the most advanced and relevant training in the world. Their coaching program is regarded as the most comprehensive and high-impact program of its kind, their resources are unique and high-impact, and their communities gather some of the most experienced - and kindest - advisors in the world.
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