K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
Total Credits: 2 including 2 Accounting - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Accounting and Auditing
- Faculty:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Expires 30 day(s) after program date.
Description
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS, and identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS to ensure ethical and professional service delivery.
Basic Course Information
Learning Objectives- Define the scope and benefits of Client Accounting Services for CPA firms
- Identify essential technology tools and strategies for CAS implementation
- Evaluate various pricing models and their application to CAS offerings
- Outline critical considerations for maintaining data security and regulatory compliance in CAS
- Develop a roadmap for building or enhancing a scalable CAS practice
Major Subjects
- CAS overview to understand the service offerings, client needs, and market opportunities
- Selecting technology tools in CAS for accounting, workflow, and client collaboration
- Designing Service Delivery Models that are scalable and efficient processes for CAS
- Managing client relationships and setting expectations to deliver consistent value
- Evaluating pricing strategies, including fixed fee, subscription, and other pricing models
- Ensuring governance and meeting regulatory standards for data security and compliance
- Adapting to emerging technologies and evolving client demands to future-proof the practice
Course Materials
| IMPORTANT_CPE Credit Instructions_Read Before Webcast_2025 Update (434.2 KB) | Available after Purchase | ||
Faculty
Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products
Shareholder
K2 Enterprises
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
Serving as a Chief Financial Officer for an international engineering organization; and
Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Dates
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Mon, Jun 16, 2025 - 12:00pm to 02:00pm CDT
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Wed, Jun 25, 2025 - 02:00pm to 04:00pm CDT
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Mon, Jul 07, 2025 - 04:00pm to 06:00pm CDT
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Thu, Jul 17, 2025 - 08:00am to 10:00am CDT
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Wed, Aug 06, 2025 - 10:00am to 12:00pm CDT
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Tue, Aug 26, 2025 - 12:00pm to 02:00pm CDT
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Tue, Sep 02, 2025 - 06:00pm to 08:00pm CDT
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Wed, Sep 24, 2025 - 04:00pm to 06:00pm CDT
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Sat, Oct 11, 2025 - 08:00am to 10:00am CDT
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Tue, Oct 21, 2025 - 10:00am to 12:00pm CDT
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Thu, Nov 06, 2025 - 12:00pm to 02:00pm CST
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Tue, Nov 25, 2025 - 02:00pm to 04:00pm CST
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Tue, Dec 02, 2025 - 06:00pm to 08:00pm CST
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Wed, Dec 10, 2025 - 08:00am to 10:00am CST
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Sat, Dec 20, 2025 - 10:00am to 12:00pm CST
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Mon, Jan 05, 2026 - 12:00pm to 02:00pm CST
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Tue, Jan 20, 2026 - 02:00pm to 04:00pm CST
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Sat, Feb 07, 2026 - 04:00pm to 06:00pm CST
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Mon, Feb 23, 2026 - 08:00am to 10:00am CST
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Thu, Mar 12, 2026 - 10:00am to 12:00pm CDT
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Mon, Mar 23, 2026 - 12:00pm to 02:00pm CDT
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Thu, Apr 09, 2026 - 02:00pm to 04:00pm CDT
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Tue, Apr 21, 2026 - 06:00pm to 08:00pm CDT
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Wed, May 06, 2026 - 08:00am to 10:00am CDT
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Tue, May 26, 2026 - 10:00am to 12:00pm CDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For Business professionals responsible for creating, maintaining, or auditing automated workflows
Original Recording Date
2025
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 04/2025
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.