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Self-Study CPE
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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MAKING THE HYBRID WORK MODEL WORK FOR YOUR FIRM
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HOW TO ONBOARD A NEW CLIENT TO YOUR ACCOUNTING FIRM
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WORKING REMOTELY: 5 STRATEGIES FOR SUCCESS
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
Stop Underselling: Learn From “GaryVee” and Experts on How To Grow Your Firm

STOP UNDERSELLING: LEARN FROM “GARYVEE” AND EXPERTS ON HOW TO GROW YOUR FIRM

This webinar takes place on Zoom
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
Course Description

Here's the hard truth: Accounting firms lose over $76k of annual revenue on average in out-of-scope work, while an astonishing 89% avoid awkward conversations with clients.

Join us as we tackle some of the biggest challenges facing our profession today with entrepreneur and thought leader Gary Vaynerchuk, a.k.a "GaryVee" and a panel of accounting industry experts.

Along the way, we’ll be sure to discuss embracing the digital age and provide actionable insights you can use to scale and grow your business by harnessing the power of technology.

Learning Objectives: 


  • Recognize the importance of embracing technology to rapidly scale and grow your firm

  • Identify common difficulties around scope creep, moving to upfront payments, pricing, and inefficient workflows, and arm you with technology-driven fixes

  • Diagnose untapped potential in your firm's cash flow with expert strategies and tech-driven solutions to unlock profits and growth

  • Outline tech hacks to turbocharge your business and breeze through year-end challenges

  • Evaluate how Ignition’s all-in-one platform of automated proposals, billing, payments, and workflows can empower you to stay ahead this year-end and beyond

  • List key stats from around the industry and gain the insights your firm needs to grow utilizing technology

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Gary Vaynerchuk

Gary Vaynerchuk
Chairman of VaynerX, CEO of VaynerMedia, Creator & CEO of VeeFriends

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Gary is an entrepreneur at heart – he builds businesses. Today, he helps Fortune 1000 brands leverage consumer attention through his full-service advertising agency, VaynerMedia, which has offices in New York, Los Angeles, London, Mexico City, and Singapore. VaynerMedia is part of the VaynerX holding company, including Eva Nosidam Productions, Vayner3, Gallery Media Group, The Sasha Group, VaynerSpeakers, and VaynerCommerce. Gary is also the Co-Founder of VaynerSports, Resy, and Empathy Wines. Gary guided both Resy and Empathy to successful exits – which were sold respectively to American Express and Constellation Brands. He’s also a Board Member at Candy Digital, Co-Founder of VCR Group, Co-Founder of ArtOfficial, Co-Founder of VaynerWATT, and Creator & CEO of VeeFriends. In addition, Gary was recently named to the Fortune list of the Top 50 Influential people in the NFT industry.

In addition to running multiple businesses, Gary documents his life daily as a CEO through his social media channels, which have more than 44 million followers and garnish over 173 million monthly impressions/views across all platforms. His podcast, “The GaryVee Audio Experience,” ranks among the top podcasts globally. He is a five-time New York Times Bestselling Author and one of the most highly sought-after public speakers.

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Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.

Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of  Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”

As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.

Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.

Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.

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Logan Graf

The Graf Tax Co. PLLC
Chief Tax Officer & Founder

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CPA firm owner based out of the Austin, TX area. Focused on building a firm that makes our client's lives easier while providing a great lifestyle to our staff. When Logan isn't spending his time on #TaxTwitter, he makes tax related YouTube content, mountain bikes, and thinks about working on his 1965 Mustang project.

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Tiffany Davis

Washington Accounting Services Inc.
CEO & Founder of Washington Accounting Service

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Before establishing Washington Accounting Services Inc., Tiffany W. Davis, a Charles County native, was employed within the accounting industry for over seven years. During those years, Mrs. Davis has worked in several industries such as construction, environmental, non-profit, retail, financial investment, and mortgage and banking. Mrs. Davis has a wide range of experience within the accounting industry both within the for- profit and not-for-profit sectors

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Frequently Asked Questions
  • 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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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 Sponsor

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.