Blueprint for Running a Better Firm: The Secret to Executing Change 1 Credit
Select your learning mode
Nov 26, 02:30 PM ET
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.
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
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.
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
After successfully completing a self-study course and passing the assessments, you can access and download your course 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.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
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
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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 - fastest in the industry.
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.