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Summit CPA's journey into a multimillion-dollar client advisory services (CAS) practice, boasting an impressive 72% average gross profit margin, is not luck but a result of the strategic adoption of cutting-edge accounting technologies. These technologies have become pivotal in automating manual, labor-intensive back-office processes, allowing their team to pivot towards providing high-value advisory services, including the crucial area of spend management.
The realm of spend management advisory services is an emerging powerhouse within the CAS offerings, and through this webinar, you'll gain firsthand insight into Summit CPA's successful approach. Learn from their experiences in effectively pricing, positioning, and packaging these services into a highly profitable and scalable CAS practice.
We'll delve into the specifics of the transformative technologies that can revolutionize your clients' approach to handling expense reports and other non-payroll expenses. Discover how it's not just feasible but highly advantageous to expedite the closing of client books with enhanced accuracy. This forward-thinking approach, in turn, offers invaluable insights into cash flow dynamics that can aid in streamlining client budgeting processes and mitigating fraud.
This webinar promises to provide you with the key insights and tools needed to elevate your own CAS practice to new heights while maintaining the highest standards of service delivery and client satisfaction. Remember, the success of Summit CPA is not an exception; it's a result of adopting innovative practices that you too can leverage. Join us to start your journey towards a more profitable and efficient CAS practice.
Learning Objectives:
- Describe how technology can automate manual back-office tasks like expense reports and other non-payroll expenses
- Evaluate possibilities of streamlining advisory services and improving efficiency
- Identify considerations needed to create a pricing model for your spend-management advisory service
- List challenges involved with subscription pricing and how to overcome them
- Compile best practices and a step-by-step plan to get started
Amy Merletti
CPA.com
Senior Integrated Marketing Manager
[email protected]
Amy Merletti is the Senior Manager for the Academic & Student Engagement team at the AICPA. Amy joined the AICPA in 2015 and oversees the Academic Champion program, Accounting Pilot & Bridge Project along with other key influencer initiatives. Prior to joining the AICPA, Amy worked in the marketing industry for a top accounting firm in Miami, FL. Her experience includes marketing strategy, brand management, event execution, and public and media relations. Amy received her bachelor’s degree from Florida Atlantic University in public communications with a minor in business hospitality and tourism management.
Jody Grunden
Summit CPA Group
CEO and Co-Founder
[email protected]
(260) 918-8822
Jody Grunden is the CEO and Co-Founder of Summit CPA Group. From Summit CPA's inception in 2002, Jody transitioned the company to a distributed accounting firm in 2013. Since 2002, Summit CPA Group has grown from a team of two people to approximately 50. The company has grown extremely fast, experiencing three-year 150% growth consecutively over the past three years and being recognized by Inc. 5000.
Jake Grimm
Summit CPA Group
Director of Technology
[email protected]
(260) 440-8119
Jake Grimm is the Director of Technology at Summit Virtual CFO by Anders. In his role Jake is constantly researching and developing forward thinking tools and processes that will continue to keep Summit as the leader in Virtual CFO services. His focus is finding the next solution that not only helps the Summit Team become more efficient but also helps our clients become better informed about their business' past results and more importantly, their future outlooks. Jake's background in distribution has equipped him with the analytic tools necessary to locate potential efficiencies with his clients at Summit. Throughout his past work experience, Jake has been an inventory manager, pricing analyst, assistant controller, and an interim CFO/controller.
Zac Heinz
BILL Spend & Expense
Senior Manager, Channel Sales
[email protected]
Zac is a Senior Manager at Divvy specializing in process optimization, technical sales, and accounting. He has an MBA from the University of Utah - David Eccles School of Business.
About Our Presenter
CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.
CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.
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