Accounting firms have long adhered to a conventional business approach, striving to cater to every need. Consequently, they often find themselves juggling numerous clients and services, leading to issues such as inadequate pricing, overburdened workloads, and staff exhaustion. This reactive, deadline-driven model has adversely affected both individual firms and the profession, driving down prices, allowing clients to dictate terms, and placing unsustainable pressure on firm owners and team members. It's evident that a more sustainable approach is imperative....more

Accomplish your growth goals for new clients....more

CPA firms are under pressure to grow while managing capacity constraints, talent shortages, margin compression, technology change, and rising client expectations. Attend this webinar and receive a practical framework for identifying where your firm is constrained and what must be strengthened to allow for optimal growth....more

Answering the hourly rate question too soon is unfair to you and your potential client. Join this session with Loren Fogelman to earn more & confidently answer the hourly rate question....more

CPAs: Are you ready for the next level in your career? Looking to move on after career success? Attend this webinar to explore how to successfully finish one phase and move to the next....more

Larry Bildstein shares from years of experience helping firms drive growth in their CAS practices. Find out what DOESN'T work and what DOES!...more

Discover how to regain control of your agenda and effectively conquer the time management issue. It's possible for you to achieve more in less time (without overwhelm)!...more

Attract premium clients. Communicate your value clearly and bring quality clients to your firm with AI-powered strategies....more

Discover a practical approach to integrate AI tools into the workplace. Enhance employee productivity and decision-making....more

Discover how to regain control of your agenda and effectively conquer the time management issue. It's possible for you to achieve more in less time (without overwhelm)!...more

Take an honest look at the current challenges facing the multiple generations of accountants in today's marketplace. Be empowered to help your CPA firm thrive in the short and long term....more

AI isn’t coming for your job. It’s coming with you to your next one. In this hands-on session, Jody Padar, the Radical CPA, demonstrates what it means to actually work with AI in your day-to-day as a CPA....more

What business processes can be made more cost-effective w/ automation & outsourcing? Which are not suited to outsourcing & automation? Discover the answers to these questions & more today @ 1pm ET....more

No more annual reviews? Develop an accountable firm culture that encourages and equips each firm member for individual success and better outcomes for the entire firm....more

The reactive, deadline-driven CPA firm model has adversely affected both individual firms and the profession, driving down prices, allowing clients to dictate terms, and placing unsustainable pressure on firm owners and team members. Adopting a more sustainable approach is imperative. Attend this webinar and learn how....more

Attract premium clients with AI-powered strategies. Position your firm as the obvious choice. If you’re ready to stop guessing, communicate your value clearly, and bring quality clients to your firm, this session is for you....more

Get equipped with a practical framework for connecting employees to the financial drivers that matter most....more

Discover how to regain control of your agenda and effectively conquer the time management issue. It's possible for you to achieve more in less time (without overwhelm)!...more

In this informative & insightful webinar, Joe Tarasco will present an update on M&A, PE deals, and hybrid transactions. Discover the pros and cons of the private equity model, M&A, and hybrid structures. Learn essential details to determine how best to achieve a successful transaction under different types of structures, and more....more

One of the top issues facing firms today is partner accountability and unity. Gary will discuss the alignment of firm strategy and vision with partner performance and compensation; and, why that linkage is missing in most firms. How do you create a culture of accountability? What should being accountable mean in your firm?...more