Advisory services go beyond reporting—they solve real business problems. And few problems are more painful for small businesses than slow, inconsistent cash flow. This webinar explores how to add billing and A/R management to your controllership and CAS offerings to help clients get paid faster, reduce stress, and improve cash flow. You'll learn how to price, package, and deliver these services with the right mix of people, process, and technology.

This session will guide firms on transforming their CAS teams into proactive business advisors, emphasizing leadership’s role, team structuring, and technology integration. Attendees will explore strategies to foster high-performing teams, implement change management, and leverage tools like AI and automation to enhance client relationships and drive firm growth. Walk away with a clear roadmap to elevate your CAS practice and empower your team for long-term success.

Properly classifying workers as either independent contractors or employees is essential for businesses to remain compliant with federal labor laws. Misclassification can lead to significant legal and financial consequences, including fines and back pay. This webinar will provide an in-depth look at the differences between independent contractors and employees, using the Department of Labor's latest guidelines under the Fair Labor Standards Act (FLSA). We will explore how to identify misclassification using the economic realities test, the steps to take if misclassification is discovered, and how to advise clients on maintaining compliance. 

Join us for an impactful webinar on harnessing technology to elevate your accounting practice. Discover how integrating tech-enabled services can streamline your firm's offerings and deliver substantial value to your clients. Through compelling case studies, learn how firms have successfully introduced highly profitable, value-added services by partnering with leading technology providers. This webinar will offer practical strategies for leveraging technology to simplify complex processes and enhance your business.

In today’s high-tech AI world, there is still a great need for business services, including bookkeeping, accounting, payroll, technology consulting, forecasting, and analytic work. This session will discuss the market and share perspectives from a seasoned Client Advisory Services (CAS) veteran.  Val Steed, CPA, MA, CITP, has worked in the accounting technology industry for over thirty years.  He ran his own firm and CAS practice for over twelve years and has spent numerous hours consulting with accounting technology companies on how to build a partner program and market to accountants.  This session is a guaranteed good time and has valuable information.

Dive into strategic ways to maximize the potential of Accounts Payable (AP) processes, establishing them as a vital entry point for increasing overall organizational efficiency and financial management for a CAS practice and its clients. Optimize accounts payable procedures, strengthen vendor connections, reduce payment processing expenses, and mitigate financial risks.

This webinar is perfect for CAS practice business lines seeking to enhance their departmental performance when managing procure-to-pay processes (P2P), better known as Accounts Payable processing. Gain invaluable strategies and tactics to harness the full potential of Accounts Payable within the broader context with Accounts Payable Solutions.

This webinar zeroes in on the critical role of defining and managing scope in client relationships within accounting. It highlights the importance of crafting precise engagement letters that delineate the scope of services, pricing, and responsibilities, forming the bedrock of a successful professional relationship. The session will explore effective client onboarding strategies that align with the established scope, ensuring a transparent and efficient initiation of services. The primary objective of this webinar is to equip accountants with the skills to manage client expectations accurately from the outset.

Register today to join Joe Woodard as he introduces a "Less is More" approach focused on measuring success by client outcomes, sustainable workloads, and increased profits. During this impactful session, you'll learn how to identify and eliminate non-ideal clients, boost profits with existing clients, and attract less price-sensitive businesses. If you're feeling overwhelmed by tax and accounting deadlines, there's a solution to reduce stress and improve your practice. Don't miss this opportunity for a more sustainable and profitable accounting journey.

As accountants and professional bookkeepers emerge from the “busy season,” Joe Woodard is leading a discussion on how to look within to reconcile workloads and determine what is driving the pivot from seasonal workload increases (sane) to 12-hour workdays, weekend work, frustrated clients, and burned-out employees (insane).