Content Provider
Verisave logo
Middlebanner excel07092024
Additional Materials
Webinar Technical FAQs
Free cpe webinars
CPA Firms: Expand Services and Add Revenue with Outsourced Cost Savings Audits

CPA FIRMS: EXPAND SERVICES AND ADD REVENUE WITH OUTSOURCED COST SAVINGS AUDITS

THIS COURSE IS GEARED FOR PUBLIC ACCOUNTANTS AND FIRMS THAT REPRESENT MID-MARKET AND LARGE ENTERPRISE CLIENTS.
Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 12, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As a public accountant, your clients trust you to help them be as profitable as possible. But you can't do everything yourself, and some cost savings activities require deep and often obscure expertise that you may not have on staff. To address these costs, many firms will partner with outsourced cost savings auditors, adding a key service to the mix, and often significantly improving the client's bottom line.
 
In this session we will discuss the process of engaging with an outsourced audit firm, how to identify ideal clients for these services, how this adds revenue to your firm without causing an expense for your client, and how to gauge the impact these programs will have on your client's bottom line.
 
Agenda:


  • Overview of outsourcing

  • How cost savings audits work

  • Understanding the savings opportunity

  • Minimizing the workload for you and your client

  • Onboarding an audit firm

  • How this adds revenue to your CPA firm

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Verisave logo

Jeremy Layton started Verisave back in 2001 to identify and collect overpayments made by their customers to their suppliers. In 2010, Jeremy noticed that most of his customers were paying a lot of money to process credit card payments. After digging a little deeper, he found that most of his customers were paying much more than they needed to, and Jeremy was determined to help them reduce these fees. Over the past ten years, Jeremy has become an expert in all things relating to the credit card processing industry. Verisave saved its customers over $30 million on credit card processing fees.

About Our Presenter

Verisave logo
Verisave is a seasoned auditing company that helps organizations identify and eliminate excess merchant processing fees. Since 2002, the Verisave team has served clients throughout the United States in a variety of industries by providing clarity and transparency in a complicated area of business. Our team of processing industry experts brings experience and knowledge to the table with one goal–to identify and implement measurable savings for your business.