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Self-Study CPE
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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)
Tuesday, May 21, 2024: 12:00PM 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 is the owner of Padgett New Orleans, as well as the Chief Operating Officer for Padgett’s corporate office. She has known she wanted to become a CPA from age 16, and now holds a Master’s Degree in Taxation from the University of Denver. Prior to joining the Padgett team, Amanda ran Aguillard Accounting LLC and is the founder of Accounting Salon, a think tank of cloud accounting experts, and its virtual offshoot, SALONv. She has been named one of the Top 50 Women in Accounting in 2018 and 2019 and regularly speaks at state CPA societies and industry technology conferences. When she’s not advocating for her industry or helping clients succeed, she spends her free time cooking for her two children, reading historical fiction, and backcountry hiking

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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 is a leading franchise network of over 250 tax and accounting firms across North America, dedicated to providing small businesses with the financial and operating guidance they need to meet their goals. Our mission is to serve as trusted advisors. For small businesses we offer tax planning and preparation, payroll, bookkeeping and accounting. For franchisees, we provide comprehensive professional support, practice management coaching, proven marketing programs and software discounts all delivered within the context of a supportive community. 

At Padgett we empower small business leaders to identify and achieve their unique vision of success.