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22WX-2516: Reassess Your Success: Maximize Profitability & Productivity (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Monday, December 12, 2022
Time 12:00pm - 1:00pm
Central Time
Location Online
CPE credits CPE 1.0
Field(s)
of study
Personal Development - Non-Technical (1.0)
Fees
Standard Member Fee $49.00
Standard Nonmember Fee $49.00

Description

Dawn Brolin, author of the new book, "The Designated Motivator for Accounting Professionals", leads this strategy-focused session to help you implement key changes for more productivity and profitability in your practice.

In this session you will go through the reassessment process that Dawn has used to exponentially increase her profit margins, overall team productivity, and work-life balance so you can do the same.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Who should take this program?

Practitioners offering tax preparation services. Firms using SmartVault and Lacerte/ProSeries, or who need cloud-based solutions for these key workflow positions.

Major subjects

  • This interactive session will ensure that you are prepared for whatever may come next with a solid business continuity plan.
  • We will lay out your firm's business strategy and integrated technology ecosystem to become more profitable, more efficient, and most importantly, happier with your professional life no matter what type of service offering or clients you desire to have.

Learning objective(s)

  • Identify the clients you love to serve and those you don't.
  • Analyze the services you are providing currently and make a plan to offer new services and get rid of those you don't enjoy doing.
  • Recognize the importance of having a tech stack that makes sense for your practice.
  • Learn about the motivation you need to make significant improvements to your processes.
  • Mentally prepare for the upcoming tax season regardless of the services you provide.
  • Understand your current technologies and how to integrate them.
  • Analyze your tech stack and find any missing gaps.
  • Apply technology that you didn't realize could be a game changer in your practice.

Notes:

Course code Code 22WX-2516
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. None
Advance
prep
None

If you have questions about this event, please call us at 952-831-2707.