K2's Client Accounting Services for CPA Firms Webcast [CAS]
Time: 11:00am,-1:00pm
Subject:
AccountingCredit Hours:
2.00Price:
Member: $125.00
Non-member: $155.00
Discussion Leader:
Steve Yoss, CPA, MS
more info
Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.
At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then.
Stephen is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. While at Loyola, he served the campus as student body president and as the student representative to the Board of Trustees. He has a Master's of Science degree in Information Systems and Technology from Claremont Graduate University with a concentration in Geographic Information Systems.
In 2017, Stephen formed Devmatics, a software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technical expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs to gain a competitive advantage while increasing efficiency and productivity.
Before starting Devmatics, Stephen worked as an accountant in his family’s practice, Yoss & Allen. At Yoss & Allen, he completely redesigned the firm’s technology practices and instituted a technological infrastructure to streamline the firm’s practices and allow them strategic flexibility. Many of the technologies, strategies, and concepts that Stephen uses himself (and consults companies on how to use) were designed, perfected, and implemented to help his family’s business and their clients. In addition to his time with Yoss & Allen, Stephen worked in New Zealand as a management accountant.
Since 2009, Stephen has also been teaching continuing professional education, providing written, webcast, in-house, and live instruction. He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.
Stephen is also a professionally licensed pyrotechnician and works on major fireworks displays throughout the nation for Pyro Spectaculars, North America’s largest full-service fireworks display production company. He’s proud to have helped produce incredible displays, including the Macy’s July 4th Spectacular in New York City, the 75th Anniversary of the Golden Gate Bridge in San Francisco, KGB Skyshow in San Diego, and many more.
Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Stephen brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations to create efficiency and maximize their financial potential.
Stephen calls Big Bear City, CA, home; when he’s not at the desk, in a boardroom, at the podium, or producing a fireworks display, he spends as much time as he can pursuing his other passions. He is an avid music lover and attends multiple festivals each year. At the Burning Man, Stephen helps setup and produce pyrotechnic displays for the city. In Big Bear City, he regularly volunteers his time to perform various community services. He’s also an avid outdoorsman and regularly carves out time to scuba dive, camp, hike, and photograph both close to home with family and friends and on his many travels.
Website registration for this course closes on October 6, 2026. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
K2s Client Accounting Services for CPA Firms: Strategies for Growth & Success Webcast (CAS)October 7th, 2026 / 11:00 am 1:00 pm
Live Webcast
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS, and identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS to ensure ethical and professional service delivery.
Major Topics:
-Ensuring governance and meeting regulatory standards for data security and compliance
-Adapting to emerging technologies and evolving client demands to future-proof the practice
-CAS overview to understand the service offerings, client needs, and market opportunities
-Selecting technology tools in CAS for accounting, workflow, and client collaboration
-Designing Service Delivery Models that are scalable and efficient processes for CAS
-Managing client relationships and setting expectations to deliver consistent value
-Evaluating pricing strategies, including fixed fee, subscription, and other pricing models
Learning Objectives:
Upon completing this course, you should be able to:
-Define the scope and benefits of Client Accounting Services for CPA firms
-Identify essential technology tools and strategies for CAS implementation
-Evaluate various pricing models and their application to CAS offerings
-Outline critical considerations for maintaining data security and regulatory compliance in CAS
-Develop a roadmap for building or enhancing a scalable CAS practice
Designed For: Accounting professionals seeking to successfully enter or expand the client accounting sector of their practice
CPE Credits: 2, Accounting
Level of Knowledge: Intermediate
Prerequisite: None
Acronym: CAS
Discussion Leader: Steve Yoss, CPA, MS

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