November 1, 2023


4 Total CPE Credits


Webinar (CA): How to Manage Your CPA Practice 2023

  • Instructor

    Mark Wille

Learning Objectives

• The management of our clients
• How to set up expectations with clients
• How to keep difficult relationships from destroying your firm
• How and when to fire a client
• How to choose and nurture good employees
• How do I compare to other firms?
• When should I raise my rates?
• Hourly vs. fixed fee arrangements
• How to have virtually no bad debts
• How should the managing partner manage themselves?

Major Topics

• Client management
• Employee management
• Pricing models
• Partner management

CPE Credits Available

Total CPE
Business Management & Organization

Things to Know About This Course

Course Level

  • Overview



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Small to medium size firms partners and administrators


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

Please login to register.