Managing Quality in Your Client Accounting Service Practice
May 27, 2020 | 2:00 p.m. Eastern Time | Presented by Calvin Wilder
Having scaled a CAS practice from zero to 40 employees over a 7-year period, we learned many things. Some were planned and others were learned the hard way. In this webinar we focus on managing quality of service as you launch and scale your CAS practice. This includes:
- Defining technical standards, from chart of accounts to how to report LLC owner compensation to balance sheet schedules and everything in-between
- Standard Operating Procedures to close client books fast each month
- Quality from your client’s perspective-- expectation setting and client experience
- Accountability systems and performance metrics to manage your CAS staff, especially in a remote work environment
- Practical ways to reduce complexity and associated costs, mistakes, and staff burnout
Calvin Wilder is Founder & CEO of SmartBooks Genie and SmartBooks Services. Cal is responsible for leading SmartBooks’ growth including vision and strategy, successfully scaling internal and external operations, and innovation initiatives. Most recently he has taken the lead in developing and bringing to market the SmartBooks Genie client accounting services practice management application. He is an expert at effectively balancing accounting needs, reporting priorities, operational requirements, and budget constraints. Number of triathlons conquered: 11 Based in: Acton, MA.