Management of an Accounting Practice

(Product #: 13168)  The Management of an Accounting Practice (MAP) web series consists of three one-hour webinars designed to enhance the skills sole practitioners and small firms need to position themselves for growth in today’s competitive marketplace.

 

The pass is non-refundable and cannot be transferred to another person.

Events included in this bundle:

Click on an event title below to view the details of the event.

May 8, 201912:00-1:00 PMManagement of an Accounting Practice: Staffing and Succession Planning
How can you compete in today's market? Learn success strategies that sole practitioners and small firms can leverage to increase retention and stay a cut above the competition. Our experts will identify staffing and succession planning problems and solutions to ready your firm for the future.

Highlights

Topics include:
  • Competing with larger firms for qualified staff
  • The value of using interns
  • Benefits for staff (flexible work schedules, paying for CPE and/or professional memberships, fun/stress-relieving activities, etc.)
  • Remaining as an independent small firm
  • Managing tax season & staffing
  • Identifying/building the staff pipeline for succession - pathway to partner

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May 15, 201912:00-1:00 PMManagement of an Accounting Practice: Competing in Today’s Market
Position your firm to rise above the competition. Hear best practices and learn techniques to help sole practitioners and small firms stand out.

Highlights

  • Leveraging social media
  • Leveraging firm alliances/partnerships
  • Leveraging existing clients (upselling additional services, getting clients to refer you to others)
  • How to stay engaged with clients
  • Pricing of your services
  • Expanding into new services/niches

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May 22, 201912:00-1:00 PMManagement of an Accounting Practice: Firm Management and Administration
Sustainability and growth in an age of disruption; what do sole practitioners and small firms need to succeed? Learn best practices of firm management and administration to help your firm prepare for the future.

Highlights

Topics include:
  • Firm scorecards and KPIs
  • Preparing for a peer review
  • Insurance (professional liability, cybersecurity, etc.)
  • Managing/leveraging technology – the cloud, outsourcing, etc.
  • Data protection/cybersecurity
  • Mergers/acquisitions

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