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Self-Study CPE
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Free cpe webinars
Maximizing Profitability: Rightsizing Strategies for Tax/Accounting Firm Owners

MAXIMIZING PROFITABILITY: RIGHTSIZING STRATEGIES FOR TAX/ACCOUNTING FIRM OWNERS

This webinar is designed specifically for SMALL FIRM OWNERS

This webinar was previously titled EFFICIENCY: THE PATH TO PROFITABILITY FOR TAX AND ACCOUNTING FIRM OWNERS
Available Date(s)
Wednesday, May 15, 2024: 2:00PM EDT

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

Ready to run a tax and accounting practice that doesn’t drive you into the ground every tax season? In this session, our expert presenters will examine ways that systems, processes, and clients can work together to create a more efficient firm. Well-run firms can become more profitable without sacrificing work-life balance by utilizing an objective evaluation of your firm, effective use of technology, and expansion of year-round services for SMB clients. Join this webinar as our presenters cover tangible steps to build a more sustainable and efficient firm.

Learning Objectives:


  • Determine how to save your time and peace of mind, even during busy seasons

  • Identify the best mix of clients and services for your firm

  • List the processes, people, and technology you need to build success

  • Evaluate how expanding your client relationships can bring added value for clients and your firm

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Amanda Aguillard decided to become a CPA when she was 16, and never looked back. She started Aguillard Accounting LLC in 2012, committed to running a cloud-based practice from anywhere in the world. 

She was the Xero Evangelist of the Year in 2016 and used her experience as an instructor of the Xero Certification Course to co-found Elefant, a software training company.  She has been a Hubdoc Top 50 Cloud Accountant for the last two years and regularly speaks at state CPA societies and industry technology conferences like Accountex, Clio Cloud Conference and Xerocon.  She is also the Senior Xero Editor for Accountex.

She spends any spare time cooking for her two kids and reading historical fiction. While she holds a Masters Degree in Taxation from the University of Denver, she would much rather craft and implement ecosystems for small businesses, and help other advisors build and grow cloud-based practices. 

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Jeff Phillips is the Chief Executive Officer of Padgett. Since earning his economics degree from Baylor University and his MBA from Southern Methodist University, he has established himself as a leader in the accounting industry. He has been included on Accounting Today’s Top 100 Most Influential People list five times and serves on multiple professional and community boards. He is also the co-founder and former CEO of Accountingfly, a company working to match accountants with modern, innovative firms across the country. Jeff currently lives in his hometown of Pensacola with his wife and three children.

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Roger Harris is the president of Padgett and has been serving in this role since 1992. He has worked with the company for 50 years, since studying at the J.M. Tull School of Accounting at the University of Georgia. Prior to becoming president of the company, Roger served as President and Chairman of the Board for 10 years in one of the largest Padgett franchises in the system, giving him years of valuable expertise in the franchise industry. He has used his expertise as an industry expert in the Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News and Accounting Today. Roger has also offered testimony before Congress, putting his decades of experience to work as an advocate for small business legislation.

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
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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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Padgett Business Services® is a small business tax, accounting and consulting company with more than 300 locations in the United States and Canada whose mission is to help its network of business owners make the most of their experience and expertise in an ever-changing industry. Its professionals receive streamlined client focus, top-line software and technology tools, client acquisition strategies, unmatched industry experience and expertise, and more. And with their Business Growth Program for Professionals, Padgett helps its professionals take their business to the next level…all while maintaining the control and independence they expect.