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Ideal Practice Model™️ With a Focus on the Ideal Client

IDEAL PRACTICE MODEL™️ WITH A FOCUS ON THE IDEAL CLIENT

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 27, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

An ideal practice for CAS (Client Advisory Services) operates with a laser focus on understanding and fulfilling the unique needs of its clients. This practice excels in providing a holistic suite of services tailored to the clients, encompassing meticulous accounting, controllership services, proactive financial analysis, tax optimization, and strategic advisory.

Identifying the Ideal Client that fits into a firm’s culture inclusive of vision, mission, and purpose is critical to the success of the CAS practice. Focusing on delivering a tailored solution with excellence, the practice establishes itself as a trusted advisor and partner in the client’s business and financial journey. 

Learning Objectives:


  • Name the 7 pillars of the Ideal Practice Model™️ 

  • Describe the differences between vision, mission, and purpose statement

  • Recognize red flags that indicate a client is not an ideal client

  • Identify key characteristics of an ideal client

  • Identify the primary processes utilized in a practice

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Deb Defer

Woodard
Director of CAAS Consulting Services
[email protected]
(404) 857-0700

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Deborah has more than 30 years of accounting experience. She is the technology lead for the platform as it relates to QuickBooks Online along with the multitude of third party applications. She focuses on QuickBooks administration, receivables/payables, payroll setup and processing, financial reports, business workflows, and both corporate and individual tax returns.

About Our Presenter

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Woodard empowers small business advisors to transform their practices and their clients through education, coaching, resources, and professional communities. Our education programs provide some of the most advanced and relevant training in the world, our coaching program is regarded as the most comprehensive and high-impact program of its kind, our resources are unique and high-impact, and our communities gather some of the most experienced - and kindest - advisors in the world."