In celebration of International Women's Day, we are proud to host a special virtual session in partnership with Intuit, dedicated to empowering leaders and aspiring leaders within the accounting and tax profession, while also recognizing the significant contributions of women in shaping the future of Client Accounting Services (CAS).
Don't miss this opportunity to connect, learn, and be inspired to start or expand your CAS practice. Register today!
Learning outcomes
- Embrace CAS Practice Advantages: Discover why the current market makes it the perfect time to launch or expand your Client Accounting Services, capturing new opportunities and client needs.
- Refine Your Pricing Approach: Learn how to effectively differentiate your pricing strategies to ensure your services are properly valued, avoiding common pitfalls that lead to undervaluation.
- Strategic Staffing Solutions: Gain insights into key strategies for recruiting and retaining top accounting talent, ensuring your team is equipped to meet the demands of a growing CAS practice.
- Optimize Operations with Technology: Implement cutting-edge workflows and tools like QuickBooks Online (QBO) and Ignition to enhance your financial management processes. Focus on automation and standardization to facilitate scalable growth.
Speakers
Carla Caldwell
Founder | Caldwell Consulting & Training
With over 25 years of experience in the accounting field, Carla Caldwell understands the complexities facing today’s accounting firm. Drawing on her background in technology education, Carla combines her extensive industry knowledge with an intuitive ability to connect with people, which places her in an elite class of accounting consultants and trainers. She knows how to evaluate the needs of a firm and implement solutions based on that firm’s processes, client niche, and optimal workflow.
Ashleigh Sutter
Director of US Accountant Sales | Intuit
Marcus Dillon
Founder and President | Dillon Advisors
Marcus Dillon founded Dillon Business Advisors, a remote client accounting and advisory firm, in 2011 and DBA | FIRM in 2023. He also cohosts Who’s Really the Boss, a podcast for accounting firm owners and leaders. Marcus gives back to the accounting industry through speaking, mentoring, podcasting, and thought leadership. Marcus currently serves on the Ignition Council, ADP Accountant Advisory Council, Board of the Katy Area Chamber of Commerce, and he was previously named to CPA Practice Advisor’s 40 under 40.
Keila Hill-Trawick
Founder & CEO | Little Fish Accounting
US
