As a leader within a CPA firm in 2020, you have an amazing opportunity to grow. Why? There are more business owners than ever before who are in need of direction on their taxes, wealth management, and overall financial planning.
Course ID: BPSP
Best Practices in Strategic Planning for the CPA Firm
Learning Objectives
After completing this course, you will be able to:
- Focus on how to advise your clients on overall business strategy and innovation beyond the scope of accounting alone
- Develop a strategic plan that makes sense
- Implement your plan – without hitting a wall!
Major Topics
With the changes in the business landscape, there has never been a better time for CPAs to expand and diversify their offering, becoming true business advisors. But – to properly enable your CPA firm for long-term growth, you need a reliable strategic plan. Where do you even begin? During this presentation, you’ll hear some of our strategic planning best-practices that will help position your CPA firm for long-term growth – that actually work.
Advanced Preparations
None
Who Should Attend
Accounting Professionals
Fields of Study
AccountingPrerequisites
None