Content Provider
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Sponsored by
Avalaralogo
Self-Study CPE
HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
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EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
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THE DNA OF A CAS FIRM
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AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Smallpracticebigdreams avalara

SMALL PRACTICE, BIG DREAMS: ELEVATE YOUR BRAND, GROW YOUR PRACTICE

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
Series: Bookkeeper
Course Description

How does a small accounting practice find success?  Some of us do it by working 70 – 80 hours per week churning out tax returns.  But maybe there is another way, one that highlights your strengths and expertise while offering a better revenue stream while offering an improved work/life balance.

Join us in this webinar for practical tips on how to start the journey. Identify the skills needed to provide quality advisory services to your clients.  Distinguish yourself from other general practitioners by focusing on your best skills, talents and processes and target clients that need, and are willing to pay for your  expertise.  Creating a niche can not only be professionally fulfilling but also bring workflow efficiencies that can enable your practice to grow.

Learning Objectives: 
•    Developing advisory competence
•    Communicate data into actionable advice
•    Target your niche, services and pricing
•    What services are you ready to offer now
•    Benefits of targeting your services to specific clients
•    Possible options for specialization
•    Considerations for Staffing
•    Review different pricing methods

Kildalservices logo

Stacy Kildal, founder of Kildal Services LLC, is an internationally recognized expert in QuickBooks Online that has been named as one of Accounting’s Most Powerful Women in 2012, 2013 & 2014, as well as one of 2013 & 2014’s 40 Under 40 in Accounting. In 2014, she was also voted by her peers as one of the Top 100 ProAdvisors (included in the top 10!) and named as one of 100 Most Influential People in Accounting. In 2015, her blog was named as one of 15 Essential Sites for Accountants.

Additional Materials
Webinar FAQs
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.
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 Sponsor

Avalaralogo
Avalara helps businesses of all sizes achieve compliance with transactional taxes, including sales and use, VAT, excise, communications, and other tax types. The company delivers comprehensive, automated, cloud-based solutions that are designed to be fast, accurate, and easy to use. We automate and simplify governmental compliance processes, including tax determination, exemption certificate management, and tax return preparation, filing, and remittance. Avalara’s Compliance Cloud™ platform helps customers manage complicated and burdensome tax compliance obligations imposed by state, local, and other taxing authorities throughout the world. Avalara offers more than 500 hundred pre-built connectors into leading accounting, ERP, ecommerce and other business applications making the integration of tax and compliance solutions easy for customers. Each year, the company processes billions of indirect tax transactions for customers and users, files more than a million tax returns and other compliance documents.