Course Description

Maintaining a positive cash flow and improving your firm's profitability is essential for accounting firms of any size. If you aren’t keeping a proper eye on your firm’s bottom line, it simply cannot survive. The most successful accounting firms use a variety of best practices to manage their finances effectively, many of which can be implemented relatively quickly.  

In this course, Emiley Parker, Brand Manager with CPACharge will walk through seven ways you can make small changes at your practice to streamline operations, retain clients and generate more profits, all to improve your bottom line.

Learning Objectives

• Identify quick changes you can make to impact your bottom line.
• Discover unique strategies of other successful firms.
• Recognize how small shifts can influence your client satisfaction.

Prerequisites

• None

Who Should Attend

CPA firm owners, leaders, and staff members who are interested in running an accounting firm. This webinar is intended for CPAs, enrolled agents and bookkeepers in small, medium, and large firms. It is not intended for those in private accounting.