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Self-Study CPE
CREATING AN INNOVATION STRATEGY FOR ACCOUNTING FIRMS
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PRACTICAL GUIDE TO CPA RISK MANAGEMENT: 2018-19 UPDATE
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Quickbooks connect 2018

GROWING FROM 0-100 CLIENTS, OVERCOMING HURDLES AT EACH STAGE

QB Connect 2018
CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE1.0
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNov 07, 2018
Date OfferedNov 08, 2018
Course Description

Growth doesn't happen overnight. In fact, the faster you grow, the faster you need to change and adapt. Bob Wang CPA took his Bookkeeping Firm, Legacy Advantage, from zero to 100 clients in 1 year. He faced a lot of challenges along the way. He noticed that there were hurdles at 10 clients, 30 clients, 50 clients and 100 clients. Each hurdle came with its own unique challenges and he wants to share how to overcome them so you can grow to the next level.

Learning Objectives:


  • How to perform break-even analysis that helps you determine if you can afford to hire your next employee.

  • Implement value/fixed pricing to improve cashflow.

  • Learn 2-3 tips on how to get more business.

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Review Questions
Review Questions
QUESTION 1: 1/1/0001 1 minutes
QUESTION 2: 1/1/0001 1 minutes
QUESTION 3: 1/1/0001 1 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Bob’s previous experience includes KPMG Enterprise, their private client services branch. There, he performed many small audits, reviews, compilations and tax returns. He realized that people have a hard time finding good quality bookkeepers that actually added value to their organization. He founded Legacy Advantage to solve this problem. 

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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QuickBooks Connect is a multi-day event that brings entrepreneurs, small business owners, accountants & developers together to grow, learn & connect with each other.

These courses help bring some of the knowledge and thought leadership from the event to any and all accounting professionals.

Sign up at https://quickbooksconnect.com