Join us as we discuss 10 best practices that will help you retain key employees by hiring, communicating, and coaching with intention....more

CPA leaders: Join us to explore innovative marketing strategies designed to captivate the interest of potential candidates and foster a workplace environment that encourages long-term engagement and loyalty among current employees....more

If you're ready to earn more, engage quality clients, and reduce your workload, Join this session with Loren Fogelman....more

To win over today's sophisticated prospects, you must be able to establish yourself as an expert who is able to provide the services they require, as well as being intimately familiar with their business and the challenges they face. Attract your ideal clients and generate higher dollar revenues for your firm by serving a niche or industry above and beyond the level of general practitioner....more

CAS (client accounting services) is one of the fastest growing areas of public accounting and offers tremendous opportunity for advisory services. Most firms have offered their clients some form of accounting services for years. But the new model of success starts with a good plan--a vision of what the practice will look like - the foundation of which is defining an ideal client and what you plan to do for them. Whether you are just getting organized or have an existing practice you're taking to a new level this session will help your team get on track....more

Join us for a 50-minute CPE webinar presented by Bruce Ditman. Examine the obvious challenges to success when setting up a niche CPA practice. Explore real-life scenarios of success and failure. Learn best practices and acquire easy tactics that you can apply tomorrow....more

KPIs are essential in measuring partner performance in accounting firms; but, traditional quantitative KPIs often miss crucial insights. This webinar will give you the tools to enhance performance metrics and strategically align them with your firm's long-term goals....more

If your CPA firm needs a better process, criteria or plan to bring in new partners we'll share 10 best practices you can't ignore....more

How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession....more

Explore how traditional accounting firms can effectively compete with PE firms in acquiring other accounting firms....more

Attend this webinar to understand the Social Security questions and issues that relate to all clients. Discover how to ask the right questions to unlock additional Social Security benefits for clients. The universal language of baby boomers is Social Security. Understanding Social Security better will help you, as a CPA advisor, to better connect with baby boomers....more

Join us to look at best practices in growth initiatives, and to find out how firms execute at an advanced level in this area. Some firm leaders believe that the only way to increase revenue is to attract new clients. There are so many more ways to grow the top line that will get all your professionals involved. Attend this webinar to discover revenue growth best practices that will improve your firm's top line....more

Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more

Your accounting firm may be your largest asset. Learn the secrets to understanding how to value your firm when selling....more

CPAs: Change from inwardly facing measurements to measurements that look outside the firm and increase your firm's financial performance. Is your firm ready for the challenge and the reward?...more

Is your owner agreement designed to effectively manage the admission of new partners and the buyout of retiring partners? Join us to discuss how the changes in firm values caused by strategic buyers should or should not affect your owner agreement....more

Join us for a look at the 5 major compensation systems and which is most prevalent by firm size, utilizing statistics from the 2024 Rosenberg Survey. Better understand each system and the pros and cons of closed vs. open compensation structures....more

Merger Readiness-Best Practices in Firm and Partner Preparedness...more

Discover how AI can streamline your marketing efforts, improve content quality, and boost your firm's online visibility....more

Join us as we discuss 10 best practices that will help you retain key employees by hiring, communicating, and coaching with intention....more