October 25, 2022

Webinar

4 CPE

Webinar (CA): How to Manage Your CPA Practice

October 25, 2022
Webinar
4 CPE

Webinar (CA): How to Manage Your CPA Practice

An interactive workshop designed for small and medium CPA firms. We will review how to be efficient and profitable in your firm. The learning model includes a lecture with lots of questions answered and case studies to reinforce the concepts.

Learning Objectives

• The management of our clients

• How to set up expectations with our clients
• How to keep difficult relationships from destroying your firm

• How and when to fire a client

• How to nurture good employees

• How to pick 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?

• Case studies reinforcing these concepts

Major Topics

Practice Management of a CPA Firm

CPE Credits Available

4 CPE
4
Business Management & Organization

Things to Know About This Course

Course Level

  • Overview

Prerequisites

None

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

Provider

California CPA Education Foundation

This event has ended.