Best Practices for Client Engagement Process and Staffing the Outsourced Accounting/Virtual CFO Practice

Published September 24, 2012 Jennifer Katrulya CPA.CITP, CGMA, President & CEO, BMRG, LLC. NEW YORK (Sept. 24, 2012) ?Your clients and prospects WANT you on their team, providing them with the ongoing Outsourced Controller, CFO, transaction processing and back-office support services they need to not only compete but win in today?s challenging business environment. As Client Accounting Service (CAS) providers, CPA firms have access to web-based accounting and integrated technology solutions that give you the unprecedented ability to provide clients with these services in a real-time, collaborative environment. So how do you approach this in a way that will ?wow? your clients and create a winning formula for success for your firm? The following are just a few of the things you?ll want to address as you build your CAS practice: Client Needs Assessment A Client Needs Assessment can be the key to building highly profitable client engagements. This Assessment follows the initial prospect qualification process, and is ideally structured as a short-term, required project that is completed before a firm agrees to provide long term Client Accounting Services (CAS). Using a standardized series of questions and analytics, you?ll gather information about the current pain points the client has and...

Source: http://www.cpa.com/2012/09/best-practices-for-client-engagement-process-and-staffing-the-outsourced-accounting-virtual-cfo.html

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