Adding Value to Your Practice

Thursday, September 21, 2023

2:00 PM - 3:30 PM


In today’s hi-tech AI world, there is still a great need for business services including bookkeeping, accounting, payroll, technology consulting, forecasting, and analytic work. This session will discuss the market and share perspectives from a seasoned Client Advisory Services (CAS) veteran. Val Steed, CPA, MA, CITP has been working in the accounting technology industry for over 30 years. He ran his own firm and CAS practice for over 12 years and has spent numerous hours consulting with accounting technology companies on building a partner program and marketing to accountants. This session is a guaranteed good time and with useful information.

Managing Bookkeeping
Accounting, Advisory & Reporting
Location Name
Toronto Room
Sponsored By:

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