How to Manage Your CPA Practice 2024

Overview

This interactive workshop is designed for small and medium CPA firms looking to improve internal processes and manage clients’ needs and expectations. We’ll review how to be efficient and profitable in your firm. Additionally, we will explore pricing models and best practices. This course is case study oriented to reinforce concepts.

Highlights

• Client management • Employee management • Pricing models • Partner management

Prerequisites

None

Designed For

Small to medium-sized firm partners and administrators

Objectives

• Know how to set up expectations with clients • Determine how and when to fire a client • Understand how to choose and nurture good employees • Conduct a Firm Comparison • Identify how to manage partners

Preparation

None