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Cpamg

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AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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THE DNA OF A CAS FIRM
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Free cpe webinars
Teamwork to Triumph: Goal Setting for Success in the New Economy

TEAMWORK TO TRIUMPH: GOAL SETTING FOR SUCCESS IN THE NEW ECONOMY

This session is for small sized CPA firms. The strategy level content is NOT suitable for non-owners/managers, firms without business clients, or anyone in non-CPA firms. Please ONLY register if you are an Owner in a CPA firm with business clients.
Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who should attend? CPA - small firm
Course Description

Setting goals for your practice is more than just writing about what you hope for on a piece of paper.

Goal setting is a team effort—one that requires a clear set plan, realistic and achievable metrics, and ownership.

Following the recent crisis, it is even more important for teams to come together to regroup and reassess those goals in light of the new challenges they are currently faced with.

On this webinar, I’ll share how to engage your team in setting effective goals that will set your practice up for success and beyond in the new economy.

You’ll discover...


  • Easy steps to get your team involved in the goal-setting process and taking ownership of their goals.

  • How to set clear, concise, and intentional team goals for your practice following the pandemic.

  • The difference between realistic and unrealistic goals during unprecedented times and how to avoid setting the wrong ones for your practice.

  • How to create appropriate key performance indicators (KPIs) so you can measure and adjust your goals for success!

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Cpamg

Salim Omar transformed a struggling practice he started in 1996 with low-paying clients, poor cash flow and a high turnover into a highly profitable firm with a top quality team that allows him to work just a few days in a week while his practice continues to grow. He is the author of the popular book The Ultimate CPA Practice in the New Economy and has been featured in a range of prestigious publications such as The CPA Journal and on the cover of Accounting Today.

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.
Handout Materials
Presentation Slides
Nasba

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Cpamg
The premiere marketing and practice management company serving over 8,000 CPAs all over the world.

Salim Omar is a best selling author, thought leader and mentor for CPA firms. He is considered by many as THE “CPA Practice Coach” because he owns and runs a CPA practice so he understands what it takes to create and sustain a successful firm.