Are you concerned that AI is going to be the end of the CPA? With the right mindset and strategy, it doesn't have to be! Join this CPE webinar to learn how to shift from a compliance and reactive mindset to an analytical, big data worldview. Discover how, by harnessing technology and data, your clients will rely on you more, not less....more

In this informative and insightful webinar, Joe Tarasco will present an update, on M&A, PE deals and hybrid transactions. Joe will also discuss the pros and cons of private equity model, M&A, and hybrid structures. Joe will present essential details to help Partners determine the best decision to achieve a successful transaction under types of structures. Joe will review the transaction criteria under both models and which size and type of firms fit best in all 3 models. Attendees will also learn about the ramifications and issues for partners and firm leadership to know throughout the decision process....more

What it took to get your firm off the ground is very different from what it will take to scale. Learn how to hire the right talent and set them up for success, how to build scalable infrastructure, and more. Gain the tools for true business growth and development....more

Explore the job of managing partner and why it is so important to the success of your firm. We will talk about how the role of managing partner is different depending on the size of your firm, and what you should expect as a firm grows. Most firms don't have a job description for their managing partner -- we'll give you some ideas....more

Gain new skills to help clients create value through a proven process that is now used by advisory firms globally....more

Learn to leverage existing client relationships and current accounting skills to generate new revenue opportunities for you and your firm....more

Going through a merger? Thinking about it? Had a bad experience? Hear what to look out for during the due diligence and integration periods of your M&A event from the former CMO at one of the most acquisitive CPA firms in the world....more

This brand new webinar focuses on advising medium size companies on how to help your clients with cash flow challenges during this pandemic and beyond....more

Since 2013, Summit CPA Group has been a fully distributed company with both employees and clients located throughout North America. While developing our team, we have learned a thing or two about what it takes to build a strong culture remotely. To learn more about remote team culture, join us when Traci Barrett and Josh Jeans dive into key factors and steps for building a virtual team....more

Learn to develop and implement a successful merger strategy. Explore how to determine and agree on the best criteria and steps to achieve a successful merger....more

Does the time and money you spend on marketing seem like a cost instead of an investment? Join this session with Loren Fogelman to discover how to attract quality clients who are eager to know more....more

Coaching Partners Through Conflict Resolution and Avoidance...more

Going through a merger? Thinking about it? Had a bad experience? Hear what to look out for during the due diligence and integration periods of your M&A event from the former CMO at one of the most acquisitive CPA firms in the world....more

Learn best practices in leadership and explore how to best understand - and improve - the culture at your accounting firm....more

This 50-minute webinar presented by Chris Blees will teach you how to use your existing knowledge to help clients sell their business. With knowledge of typical M&A transactions, CPAs can add value by helping clients target buyers and negotiate terms of the deal, including valuation, working capital targets, tax structuring, due diligence assistance and more....more

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

We will review a detailed list of best practices firms implement when looking to assess their client service effectiveness and share some insights of ways for firms to assess their performance vs. the competition. For some firms the definition of client service is limited to processes that define how to deliver the compliance services. A broader definition is essential if good firms want to become great. We will review each best practice in detail and share how firms that do it well execute at an advanced level....more

Learn the tools to self-evaluate your personal brand. Discover how to course correct and align with your marketing/business development goals....more

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

What it took to get your firm off the ground is very different from what it will take to scale. Learn how to hire the right talent and set them up for success, how to build scalable infrastructure, and more. Gain the tools for true business growth and development....more