achieve financial growth CPAs & Consultants The New CPA: A Year in Review by Jim Laubinger and Jeff Hays June 5, 2012

Conception  The Merging of Two Visions  ESG + IT = The New CPA

The Plan Outline  Changing of Traditional CPA Model  Building a Team to Serve a Client  Introduction of Business Analysts and Project Managers

Staffing Challenge  Project Manager Role  Business Analysts Role

Marketing  Challenges of Marketing for a Small Firm

Culture Change  Traditional CPA Model vs. The New CPA o Acceptance and Understanding o Relinquishing of Client Control

Kolbe Integration  Quick Start vs. Firm Acceptance  2 Quick Starts in Niche Development  All of ESG and IT

Evaluation of Products and Decisions  Intacct (Affiliate vs. VAR)  Bill.com (Expert Certification & Guru Certification)  Xero (Partner)  Right Networks  QuickBooks Online  Office 365  CCH Portal SaaS

Value Pricing  Scrapping of Time Sheets  Pricing the New CPA  Initial Feedback from Clients

Questions & Discussion