Best Practices in Strategic Planning for the CPA Firm

Advising Clients on Strategy and Innovation - August 13, 2020 @ 1-1:50pm ET

The relationship between the business owner and CPA is changing. Progress, transformation, and massive strides being made in technology have allowed CPAs to refocus their time from traditional bookkeeping/maintenance work to higher-level advisory and wealth management--ultimately increasing the value provided to clients. As a result, client relationships are changing as well. So how can you continue to differentiate your offering, and ensure your clients' success? During our presentation, we will focus on how to advise your clients on overall business strategy, and innovation beyond the scope of accounting alone.

Who Should Attend

Accounting Professionals

Learning Objectives

Learn how to better advise your clients on overall business strategy.
Explore innovations beyond the scope of accounting alone.
Learn how to better connect with your clients.
Learn how to use your existing knowledge to better diversify your offering.
Learn how to readjust your perception of the future, post COVID-19.
Learn how to develop a strategic plan that makes sense and implement your plan without hitting a wall!

Presenter: Jody Padar, Vice President of Strategy at Botkeeper

REGISTER - All members attend all webinars FREE!

Members Register Here

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Individual $49
5 Member Group $149*
Unlimited Group $495**

*2 Free blog/newsletter articles per month
**4 Free blog/newsletter articles per month

ADDITIONAL INFORMATION

Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

WEBINAR: AUGUST 13, 2020

CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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WEBINAR: AUGUST 13, 2020

WEBINAR: AUGUST 13, 2020

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