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Create your Advisory Service Lines using KPI’s


Looking to clearly define your CAS business model, but aren’t sure where to start? Join Joshua Lance, CPA, as he shares how key performance indicators can help you make better decisions about your service lines, and bring more value to your clients. We’ll discuss KPI tools and resources, and touch on some KPIs that can be used across various industries.

Presented by Joshua Lance , Founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies.

Before venturing on his own with a mission to help small businesses, Josh spent his early career at Crowe LLP before working as a Controller at an ultra high net worth family office. Josh is also an adjunct professor at Northwestern University in Evanston, IL teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering. He enjoys making wine and beer at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017, 2018, 2019, and 2020 by CPA Practice Advisor. Josh was recently appointed to the Illinois CPA Society Board of Directors and the AICPA PCPS Executive Committee.

Learning Objectives
  • Define KPIs
  • Recognize the value of KPIs in choosing business offerings
  • Compare advisory pricing models
Maryland Association of CPAs
Course Level
Professional Area of Focus
Business & Industry; Technology
FutureReady Sponsor Event
CPE Field of Study
Computer Software & Applications
Who Should Attend

Accountants in, or moving into, the advisory space



Event Information
Oct 22, 2021
11:30 am - 12:30 pm EST
Total CPE Credits
Webcast Replay

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Create your Advisory Service Lines using KPI’s

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