When it comes to understanding and solving financial challenges of a business, there is one trusted profession we have come to rely on… CPAs. Cloud users are looking for someone to solve their Cloud spend problem and are looking to the familiar community of pocket protector and green eyeshade savants, the CPA. The financial skills of the CPA are giving clients the peace of mind they are looking for by providing Cloud reports in easy-to-understand format while reducing their bloated Cloud spend.

CPAs core financial competencies and trusted advisor status makes them the perfect fit to solve their client’s Cloud spending issues. With some basic Cloud technology training, CPAs can be equipped to launch and operate a successful and high margin Cloud FinOps service offering. The Cloud FinOps offering focuses on providing data-driven insights to reduce ever-growing Cloud costs and align Cloud spend with organizations strategic goals.

Moneta teaches CPA firms how to strategically utilize their trusted advisor status and core finance competencies to pilot clients on their Cloud journey while simultaneously generating highly leverageable revenue for the firm. Moneta provides flexible CPE-eligible training services to CPA Firms to help them understand the Cloud, its financial components and how to quickly and efficiently stand-up a Cloud FinOps offering and provide the trusted service they are known to provide.

Introductory Cloud Training Program

  • This program helps CPAs understand the Cloud, its related technologies and how it impacts the client’s business.

Cloud Strategy Bootcamp

  • This bootcamp dives deeper into the Clouds components, including Cloud ROI concepts and an assessment of whether the creation of a Cloud FinOps line is good for your firm.

Cloud FinOps Service Line Launch Program

  • The last program leverages everything from before to teach CPAs step by step the requirements for running a Cloud FinOps service line and working hand in hand to launch the firm’s offering.

The skills that CPAs acquire during these bootcamp will render them as invaluable assets to their clients. Giving them the competitive edge and adding another revenue source for the firm.