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Free cpe webinars
Creating the CPA Firm of Tomorrow, Today

CREATING THE CPA FIRM OF TOMORROW, TODAY

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 26, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The CPA industry is undergoing rapid transformations driven by technological advancements, regulatory changes inclusive of staffing, and shifting client expectations. Staying relevant and competitive demands an in-depth understanding of these trends and the ability to adapt swiftly. 

In this cutting-edge webinar, Todd Steinberg, a seasoned professional with years of experience at the forefront of the industry, will guide you through the currents of change and arm you with the knowledge and strategies to navigate them with confidence AND greater profitability.


Learning Objectives:


  • Recall how to harness technology for success by embracing emerging technologies that streamline operations and enhance decision-making

  • Determine how to future-proof your firm by adapting to industry shifts and positioning yourself as a valuable asset to clients

  • Recognize how to deliver exceptional client experiences by understanding what modern clients truly need so you can exceed their expectations

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.

The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.

Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.

About Our Presenter

Sam
In 2017, after years of experiencing challenges owning 53 CPA tax practices, the founders at SAM decided to leverage cutting edge technology and AI to create a solution to the growing challenges within the tax and accounting industries.

The goal: to create a marketplace platform that is easy to use. One that increases profitability for the firms, allows firms access to additional value adding services for their clients, and does so with greater efficiency and effectiveness.