This intermediate self-study course is designed for professionals seeking to enhance their understanding and application of efficiency and standardization in a CAS practice. The course defines efficiency as the ability to deliver high-quality accounting services in a timely and cost-effective manner by optimizing processes, utilizing technology, and managing resources effectively.
Learners will explore strategies and best practices that can lead to increased profit margins and net client fees per professional (NCFPP). They will also learn how to create and implement effective standard operating procedures, leverage technology to optimize processes, measure standardization, staff for ongoing standardization, and understand when customization may be appropriate.

Best fit for learners who want to: 
Improve consistency, service quality, staff efficiency, profitability, and scalability through standardized processes, technology alignment, staffing models, SOPs, and performance measurement.

Learning objectives  

By the end of this course, learners will be able to:  

  • Recognize how efficiency and standardization in service delivery can lead to an increase in profit margin and net client fees per professional (NCFPP).
  • Choose best practices for achieving efficiencies in ongoing service delivery.
  • Identify effective standard operating procedures to ensure consistency and quality.
  • Determine strategies to leverage technology to enhance efficiency and standardization.

Best fit for learners who want to:  

Improve consistency, service quality, staff efficiency, profitability, and scalability through standardized processes, technology alignment, staffing models, SOPs, and performance measurement. 

 

CPE Credit

Requirements: Familiarity with CAS practices and prior completion of a basic-level course on CAS or equivalent practical experience. 

Advanced Preparation: None

Field of Study: Business Management & Organization 

Number of CPE credits: 1.0

Program Level: Intermedate

Instructional Method : QAS Self Study

Location:  Online


Purchase

CPA.com (Registration # 108347) is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

REFUND POLICY

No refunds will be issued for online CPE subscription products.

For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact workshops@hq.cpa.com.