How to Manage Your CPA Practice 2024

Thursday, April 24, 2025

Webcast or Webinar, Online

3:00 PM - 6:30 PM (opens at 2:30 PM) EST

4Credits

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Members

$159.00 Regular Price

Non-Members

$209.00 Regular Price

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Course Type: Webcast

Course Code: 25/7124912

Level: Overview

Vendor: California CPA Education Foundation

Field of Study: Business Management & Organization

Overview:

This interactive workshop is designed for small and medium CPA firms looking to improve internal processes and manage clients' needs and expectations. We'll review how to be efficient and profitable in your firm. Additionally, we will explore pricing models and best practices. This course is case study oriented to reinforce concepts.

Objectives:

• Know how to set up expectations with clients • Determine how and when to fire a client • Understand how to choose and nurture good employees • Conduct a Firm Comparison • Identify how to manage partners

Major Topics:

• Client management • Employee management • Pricing models • Partner management

Major Topics:

• Client management • Employee management • Pricing models • Partner management

Designed For:

Small to medium-sized firm partners and administrators

Prerequisites:

None