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CPA - small firm
CPA - medium firm
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As a firm of the future, you must move from a historical, transaction-based focus, to a more proactive, facilitation-based future. But before you can make this shift, you need a different mindset, skillset, and internal toolset.
In this webinar, you’ll learn new tools that you can apply to your own practice to manage internal and external change. Join author, keynote speaker, and accounting thought leader Geni Whitehouse as we take a dive into setting your firm up into the new year and her secrets to help you achieve the same success!
In this webinar you will learn:
- What change looks like for your firm and how to easily manage it
- How to leverage current skills to maximize your productivity
- New methods to grow your clients and cash
- Ways to get your “internal ducks” in a row to ensure your firm runs smoothly
- New ways to become a trusted advisor
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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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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