CPA Leaders: Is your firm operating with a traditional business model focused on being all things to all people? Often, firms using the traditional model take on too many clients, causing poor service to clients and exhaustion among firm members. This deadline driven, reactive model has had a deleterious impact on individual firms and the profession at large. It pushes prices down, lets clients define working relationships, makes firm workers bear the burden of low-value clients, and leaves good clients with poor service. There is a better way.

Join us for this webinar to discover how one firm converted many of its clients to a subscription model to alleviate these lasting problems. Learn the simple steps to transform your firm quickly and with little risk.

• CPA Firm Partners
• CPA Firm Leaders

• Evaluate the benefits of a CPA firm subscription model & how to transition clients to this new model.
• List ways that a subscription model commands premium prices over traditional models.
• Recognize how to position the subscription model as win/win for firm and clients and shift thinking to price for access.
• Identify how to reduce the number of meetings while obtaining better results and key metrics for modern firms.
• Evaluate the process to create a year-round tax and advisory subscription model for sustainable growth.