WEBINAR: FEBRUARY 1, 2024

WEBINAR: FEBRUARY 1, 2024

The Future of Your CAAS Practice: Product and Recurring Revenue
February 1, 2024 @ 1-1:50pm ET
 
The reality is compliance and basic accounting services are increasingly commoditized and/or automated. Forward-thinking firms are productizing existing offerings and moving toward recurring revenue models. Let's talk about the why, what, and how during our session:
  • What makes a good product?
  • Services vs. products: selling and buying behaviors in contrast
  • Product development: How's that work in our business?
  • How to price for higher margins and profitability through product
  • Differentiate your firm by creating valuable IP
  • Reorient your practice purpose from delivery to advisory
  • Ability to scale your business faster through self-service products
  • Lower client churn with recurring engagements
  • Build equity value by transitioning from billable hours to product catalogues


Who Should Attend


  • Generalists who want to work in/develop/lead niche practices
  • Owners/MPs of small to medium size firms that are looking for growth
  • Specialists who are frustrated and want to learn best practices

Learning Objectives


  • Learn how to spot and/or develop a product in the wild
  • Learn how to go to market with a product vs. services
  • Learn how some forward-thinking firms are already using MRR model to row
  • Understand the role of technology in productization
Presenter: Bruce Ditman, Founder of Chief Seconds LLC.

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Individual $69*
5 Member Group $149**
Unlimited Group $445***

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**2 Free blog/newsletter articles per month
**4 Free blog/newsletter articles per month

ADDTIONAL INFORMATION

Instructional Delivery Method:
Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.
WEBINAR: FEBRUARY 1, 2024CPA Leadership Institute, Inc. is registered with the National Association of the 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 the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.