Content Provider
Sam

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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
Creating the CPA Firm of Tomorrow, Today

CREATING THE CPA FIRM OF TOMORROW, TODAY

Available Date(s)
Thursday, October 05, 2023: 2:00PM EDT

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

The CPA industry is undergoing rapid transformations driven by technological advancements, regulatory changes inclusive of staffing, and shifting client expectations. Staying relevant and competitive demands an in-depth understanding of these trends and the ability to adapt swiftly. 

In this cutting-edge webinar, Todd Steinberg, a seasoned professional with years of experience at the forefront of the industry, will guide you through the currents of change and arm you with the knowledge and strategies to navigate them with confidence AND greater profitability.


Learning Objectives:


  • Recall how to harness technology for success by embracing emerging technologies that streamline operations and enhance decision-making

  • Determine how to future-proof your firm by adapting to industry shifts and positioning yourself as a valuable asset to clients

  • Recognize how to deliver exceptional client experiences by understanding what modern clients truly need so you can exceed their expectations

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Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.

The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.

Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.

Additional Materials
Webinar Technical FAQs
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.
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

Sam
In 2017, after years of experiencing challenges owning 53 CPA tax practices, the founders at SAM decided to leverage cutting edge technology and AI to create a solution to the growing challenges within the tax and accounting industries.

The goal: to create a marketplace platform that is easy to use. One that increases profitability for the firms, allows firms access to additional value adding services for their clients, and does so with greater efficiency and effectiveness.