Content Provider

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Self-Study CPE
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Growingyouraccountingpractice withum


Available Date(s) Monday, February 12, 2018

Start Time
10:00AM EST

Cost Free   CPE Credits 1.0 hour   Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Learn what James Bourke, CPA and Avalara have to say about the changing face of the Accounting Entrepreneur. Find out the key steps in building and expanding your tax compliance services by defining new go-to-market strategies. We'll explore how Accountants use focused sales and marketing strategies along with new staff functions to move from a partner model to a corporate model of operation. Learn how to build profits through subscription pricing models to bring new, high value services to your clients with recurring revenue streams with high ROI around tax compliance. Join James to explore tactics that can help you grow your accounting practice, and bring your questions for a lively Q&A session around these topics!


"Great course.......gave me a lot to think about"

"Jim Bourke highlighted issues the prevalent in the industry that many practitioners are either oblivious to or conveniently ignoring. I really like that he gave several ways that we as accountants can remain relevant in the industry while being responsive to client needs."

"Terrific!!! Very informative."

"Very well presented and very interesting."

"Great, and relevant, information on practice management/growth."


In Jim’s role as Technology Niche Practice Leader, Jim heads-up the Firm’s business development, audit, tax and consulting services areas for companies engaged in the technology sector. Jim works with technology companies from start-up to those ready to realize their exit plan and helps them every step of the way from navigating through capital infusion, traditional financing, equity transactions, tax incentives, etc. He is Past President for the New Jersey Society of Certified Public Accountants. Jim has authored many articles dealing with firm technology issues and was featured on the cover of past issues of Accounting Technology Magazine and Practical Accountant Magazine.

Handout Materials
Presentation Slides
Additional Materials
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.


NASBA Approved

CPAwebengage, Inc. (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:

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Avalara, Inc., is the leader in sales tax and compliance automation in the cloud. Avalara makes sales tax compliance simple and automatic for thousands of customers every day. Its SaaS-based solutions span the compliance spectrum; each year these solutions deliver billions of tax decisions, manage millions of exemption certificates, file hundreds of thousands of sales tax returns, and remit billions of tax dollars to states nationwide and countries internationally. Recognized as one of America’s fastest growing technology companies, Avalara is integrated with leading ERP and ecommerce software systems that serve millions of businesses. Founded in 2004 and privately-held, Avalara employs over 1,000 people from its Seattle headquarters and 15 offices globally.