Future Forward: How to Seamlessly Integrate Qvinci Analytics into CAS to Drive Value, Profits, and Growth
Speakers: Charles Nagel, Brad Adams & William Murphy
Sponsor: Qvinci
Topic: How to Seamlessly Integrate Qvinci Analytics into CAS to Drive Value, Profits, and Growth
Client Accounting Service (CAS) providers today deliver far more than bookkeeping—they serve as outsourced CFOs, controllers, and strategic performance advisors. This session is designed for CAS firms and outsourced accounting professionals looking to enhance the value of their service packages by integrating analytics and performance management tools. Participants will learn practical strategies for incorporating Qvinci’s analytics platform into existing bundled pricing models, introducing new services, and communicating innovation to clients without disrupting workflows.
Learning Objectives:
After completing this session, participants will be able to:
- Identify methods for integrating Qvinci’s analytics and performance management tools into CAS service packages.
- Differentiate “Good, Better, Best” service tiers to enhance perceived client value.
- Develop a strategy for timing service introductions and renewals to improve adoption and profitability.
- Apply communication techniques to present innovation as part of the firm’s ongoing value proposition.
- Outline steps to implement the Qvinci Turnkey Advisor Program (QTAP) effectively within a CAS practice.
Cost: Free
CPE Credits: 1
Subject Area: Business Management & Organization
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer