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- WEBINAR: NOVEMBER 18, 2021 Ten Best Practices in Going from Good to Great
Good firms can plan and improve to make their practices better by focusing on the differentiators that are associated with other high-performing firms. In this discussion, participants will learn strategies to take their accounting practice to a whole new level by focusing on five main priority areas and objectives....more
- WEBINAR: AUGUST 3, 2022Partners: Boost Your Leadership Skills to Retain Key Employees
If you are interested in successful goals setting for yourself and your team, this webinar will empower you to set ambitious but realistic goals you and your team can measure and achieve. You will leave this session with the tools to engage your team, keep yourself on-track, and delegate effectively....more
- WEBINAR: AUGUST 10, 2023Options To Automate Your Tax Preparation Workflow
During this session we explore how to structure your practice by planning in the pre-season and exploring outsourcing options. We dive into using technology to improve workflow, collaborating with clients and develop a plan for ease of delivery and completion. Learn about your tax technology tool options and how to offer higher value services to your clients....more
- Small Business Website
A Website that provides tax and management guidance for small- and medium-sized businesses....more
- Affordable Care Act Planning for CPAs
Affordable Care Act Planning for CPAs...more
- 2010 Webinar Schedule
2010 Webinar Calendar...more
- December 2017 Calendar
Webinar Calendar...more
- Practical Proposals Advice
Lost prospects should not be forgotten....more
- Is Value Billing the Key to Survivalfor CPA Firms?
CPAs will become obsolete if they fail to understand and provide the value their clients want....more
- A Checklist for the Retention and Advancement of Women
Are women included in your succession plans?...more
- Portals—Why You Must Start Planning for Them Now
Portals will provide big rewards to clients and the firm....more
- Cross-selling-What is Your Firm's Lifetime Value to its Clients
Cross-selling-What is Your Firm's Lifetime Value to its Clients...more
- Are You an Effective Leader?
Being the boss doesn’t mean you are a leader. Here are some important ideas about leadership....more
- How to Create a Firm Culture
If you don’t effectively express your vision for your firm, others will. And they may not create the culture you want....more
- What Prospects Want to Know about You
Prospective clients don’t want to know as much about you as you think....more
- Making Decisions on Niches
Building a Specialty Practice....more
- Your Workplace and Its Relationship to Intergenerational Differences
A table from Institute of Management & Administration....more
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