How to Manage Your CPA Practice 2024
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(Check-In 2:30pm EST)
Virtual
4.00 Credits
Member Price $159.00
Non-Member Price $209.00
Overview
This interactive workshop is designed for small and medium CPA firms looking to improve internal processes and manage clients’ needs and expectations. We’ll review how to be efficient and profitable in your firm. Additionally, we will explore pricing models and best practices. This course is case study oriented to reinforce concepts.
Highlights
• Client management • Employee management • Pricing models • Partner management
Prerequisites
None
Designed For
Small to medium-sized firm partners and administrators
Objectives
• Know how to set up expectations with clients • Determine how and when to fire a client • Understand how to choose and nurture good employees • Conduct a Firm Comparison • Identify how to manage partners
Preparation
None
Non-Member Price $209.00
Member Price $159.00