Blueprint for Running a Better Firm: The Secret to Executing Change 1 Credit
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The cycle of managing disorder is entrenched in many small and mid-sized CPA businesses. People reacting and "doing business" in silos without sharing a similar vision or objective.
This business model's unreliability is the issue. It is not lucrative. Additionally, it is incredibly challenging to draw in and retain talent. You need to get out of your way to implement change and enable your company to flourish. The POWER model is our guide for putting into practice a step-by-step system that will get your team to support and engage in every change your firm needs to make so you can operate a more effective firm and a better business, starting with a clear vision.
Prepare, Optimize, Win, Evolve, and Results. These are the 5 critical components that make up the blueprint for running your firm like a profitable business.
We’ve been there. And, we’ve figured it out. We are going to show you the blueprint for running your CPA firm like a profitable business and the key position you need in your firm to execute your vision and empower your team.
Major Topics Covered:
Join this CPE Business Management Webinar we are going to dive into each component to show you exactly what to do to work less, make more, and enjoy the firm and lifestyle you envisioned for yourself- AND your team.
| License details | Credits | Status |
|---|---|---|
| Business Mgmnt and Org for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 1 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Business Mgmnt and Org for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 1 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Business Mgmnt and Org for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 1 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Business Mgmnt and Org for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Business Mgmnt and Org for CPA in Canada | 1 CPD | Eligible |
| Business Mgmnt and Org for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Julie Smith, MBA, is the Practice Manager for Harper & Company CPAs Plus, an entrepreneur, and co-host of the podcast Empowering Entrepreneurs. Julie joined the firm in November of 2013 and brings a strategic approach to running the practice.
Empowering others to develop into their best professional selves is her passion. Her superpower is teaching leaders how to get out of their own way so they can successfully execute change, build positive cultures, and move their businesses forward. With expertise in the business of public accounting, Julie also speaks nationwide and enjoys inspiring others in the profession to take action, evolve, and grow.
Julie was named CPA.com’s 2021 Innovative Practitioner of Year, and she was honored to accept the Luca Award on behalf of the firm from Thomson Reuters, also in 2021.
Julie has 2 beautiful daughters, Ella and Avery, that she enjoys spending time with in addition to traveling, sporting events, and running.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
MM
The presenters were great at communicating the importance of having a plan. And I took some great ideas to implement at my practice.
BP
Nice to see new thinking as fewer people join the profession
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