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CPA Firm Success Metrics
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
Ensuring your firm's profitability is essential in today's economy, but the professional services business model isn't that intuitive.  This session will help attendees get their arms around the various “levers” in their practices that influence profitability and success.

Presenter, Jack Lee, is a CPA, who prior to joining ConvergenceCoaching LLC was a partner with Deloitte with over 28 years experience in client service, management, people development, and strategic business development.

View the course syllabus.

Cost & Registration
To register, select the date by your membership level.

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Program Information

Who Should Attend

• Partners, managers, and firm administrators who want to better explain firm metrics to their people and all professionals who want to gain clarity on their role in firm economics

What You Learn

• Understanding various CPA firm success metrics, such as fees per partner, income per partner, leverage, chargeability, realization, utilization, and more
• Identifying the integration between the various metrics, the risks of statistic manipulation, and the need to focus on the right metrics for your firm
• Discussing ways that you can influence firm profitability in the way you manage your people and engagements

Benefits of Attending

• Gain a clearer picture of how you can affect the financial mechanics that drive practice profitability and success

Program Level: Basic

Prerequisite: None

Advanced Preparation: None

Field of Study: Business Management and Organization

This is a group Internet-based offering. The instructional method is lecture with active group participation and visual aids.