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HOW TO DEVELOP A WINNING STRATEGY FOR YOUR CPA FIRM

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

Everywhere you turn as a CPA, you are bombarded with information about the profession being disrupted, technology taking over your job and constant price pressure. But it's not all doom and gloom. The future for the accounting profession is bright - with the right strategy.

Learning Objectives

  • Why strategy fails and what to do about it

  • The problem with strategy is in its implementation, not its formulation

  • Most strategy is flawed because it is not driven by goals

  • The five business areas to consider in designing a strategic plan

Linkedin

Colin Dunn

Panalitix
Co-Founder and Director
colin.dunn@panalitix.com
(855) 437-1379

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Colin Dunn is a Chartered Accountant with extensive experience in coaching accountants to develop and implement strategies to build better businesses and help their clients achieve their business and personal goals. Having spent almost 10 years in a business advisory capacity in a fast growing accounting firm in the UK, Colin has spent the past 17 years training, coaching and consulting to accounting firms, in the UK, the United States, Australia and New Zealand. Colin has developed content, products and systems to enable accountants to work closely with their clients to grow their businesses, improve profitability and better manage cash flow. He regularly speaks on these topics and passionately believes that accountants can play a major role in kick starting the economy by providing truly valuable services that their clients both need and want. Colin is an engaging and entertaining speaker who will challenge you, make you think deeply about your accounting business and provide you with pragmatic advice that make a real difference. Colin is also a prodigious author and generator of content, primarily in the form of 'how to' material to enable Accountants to respond to client needs with value-based services.

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
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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.

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

About Our Presenter

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Panalitix helps accountants build the business they want. Using software, mentoring and content, their clients define and sell high-value services which help them stand out and grow their businesses profitably.