Content Provider
Cpamg

Middle marks right
Self-Study CPE
PRACTICAL GUIDE TO CPA RISK MANAGEMENT: 2018-19 UPDATE
View Details/Register
HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
View Details/Register
THE DNA OF A CAS FIRM
View Details/Register
EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
View Details/Register
AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
View Details/Register
THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
View Details/Register
Free cpe webinars
The Road to Success: Effective Goal Setting for Your Practice

THE ROAD TO SUCCESS: EFFECTIVE GOAL SETTING FOR YOUR PRACTICE

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
Available Date(s)
Wednesday, November 20, 2019: 3:00PM EST

Cost Free
CPE Credits 1.5 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who should attend? CPA - small firm
Course Description

Would you go to a new destination without using a GPS or at least asking for directions? I know I wouldn’t! So why would you run your practice without a roadmap to success? And that roadmap starts with effective goal setting.

On this webinar, I’ll break down the different types of goals, how to incorporate them into your practice and how to get your team involved.

Learning Objectives:


  • What are clear and concise goals and the steps to develop them in your practice.

  • SMART Goals are Effective Goals! You’ll learn the different between effective CPA practice goals and unrealistic goals and why you need to know the difference.

  • It’s a TEAM effort!  How to multiply productivity and generate higher growth and profits by involving your team in the goal creation process (this is VITAL to you practice success). 

  • KPIs! A goal cannot be achieved without some way to measure it. During this webinar, I’ll show you which KPIs you need to track and how to adjust your goals for success!

Linkedin
Cpamg

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

Handout Materials
Presentation Slides
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.
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.