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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
Make the 4th Quarter of 2023 Your Best Quarter Ever

MAKE THE 4TH QUARTER OF 2023 YOUR BEST QUARTER EVER

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
Course Description

For accounting firm owners, the 4th quarter is the most critical time of the year. How you prepare during the 4th Quarter can make or break your year and the upcoming tax season.

These next few months can be some of the most rewarding so it’s crucial to capitalize on them. If you’d like to finish 2023 with a bang and be set up for success in 2024, you will want to attend this webinar.

Learning Objectives:


  • List three of the presenter's best tips to stay focused and avoid distraction while putting systems in place for an amazing tax season

  • Recognize why the 4th quarter is one of the best times to secure new, high-quality clients while businesses are looking to make a change for next year

  • Evaluate a breakthrough idea from Tony Robbins on how to build a team that is fully engaged and productive (especially important during the holidays)

  • Name 5 peak performance tips to maximize your firm’s income, reduce your hours at work, and get more out of everything you’ve got

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Cpamg

Salim Omar transformed a struggling practice he started in 1996 with low-paying clients, poor cash flow, and 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. In addition, he has been featured in various prestigious publications, such as the CPA Journal and Accounting Today.

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

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.