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Self-Study CPE
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4stepsmostprofitable tsheets


Cost Free   CPE Credits 1.0 hour   Subject Area Specialized Knowledge & Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm 
Series: Bookkeeper 
Course Description

A new year and another tax season offers the perfect opportunity to evaluate what you should stop, start and continue doing in your business in 2017. Join us for a 60-minute webinar to learn the four simple steps (that the top firms are already implementing) you can put into action over the next few months to tee your firm to have its most profitable year yet. The best part? These steps are easy to execute on, evaluate success from and build upon.

Learning Objectives

  • How to turn annual clients into monthly clients with renewed focus on Client Accounting Service.

  • How to reintroduce service offerings that have traditionally been loss leaders as profit makers.

  • How to leverage technology to make this change even easier.

  • How to evaluate your price points and ensure you aren't spending time on service offerings that don't make sense for your bottom line.


Kelly Bistriceanu was lucky enough to spend the early years of her career learning from some of the smartest C-Suite Executives on the planet! Now she is an entrepreneur based in Boise, Idaho. She owns and operates several different businesses all of which focus in some way on helping other SMBs/ Entrepreneurs find their true passion, purpose, and mission for their business.


Thomas Casey

Senior Accountant Advocate
(571) 612-6076

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Thomas has been helping accountants, bookkeepers and SMBs make informed business decisions through software and cloud technology recommendations and strategic business consulting services for 15 years. He is a well-respected accountant advocate and industry veteran. Thomas is a professionally trained negotiator, with proven results in forging strategic partnerships and negotiating key contracts. He has broad experience establishing, managing, and growing key accounts. He develops innovative go-to-market strategies for firms ranging from SMBs to multi-billion dollar, global corporations.

Handout Materials
Presentation Slides
Additional Materials
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Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.