HOW TO STRATEGIZE YOUR FIRM’S GROWTH AND EXPAND MARGINS IN THE NEW WORLD

4.1 (414)

Shawn Parikh

Entigrity

Monday, April 26, 2021 | 12:00 PM EST

  • CPA Canada
  • CFE
  • CPA

1 CPE | 1 CPD

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Mar 01, 2021 | 12:00 PM EST Register
Mar 08, 2021 | 12:00 PM EST Register
Mar 15, 2021 | 12:00 PM EST Register
Mar 22, 2021 | 01:00 PM EST Register
Mar 29, 2021 | 01:00 PM EST Register
Apr 05, 2021 | 01:00 PM EST Register
Apr 12, 2021 | 12:30 PM EST Register
Apr 19, 2021 | 01:00 PM EST Register

Course Description

This webinar is good for Owners, Partners, President and Principal of Small & Mid-Size Accounting firms in North America

The traditional accounting profession is coming into the digital age. There are tons of content & learning materials out there around remote working, how to manage remote team etc. But now is the time for accounting firms to look beyond just working remotely. It’s time you should be looking at redesigning or restrategizing your firm’s way forward. It’s time you asked some important questions to yourself.

1. Do I have the strategy on how to acquire new clients in this new world?

2. Do I have the strategy to build capacity for growth in this new world?

3. Do I have a strategy on how to redefine my business operations in this new world?

4. Do I have a strategy on how would I position my firm in this new world?

This webinar would be answering those pertinent questions and would also be highlighting the following topics:

1. Niches - Why Niches?

2. Differentiation is difficult, Niches are achievable.

3. Why CAS should be part of every small & mid-size firm?

4. Requisites to build profitable and scalable Niche or CAS practice.

5. Productize your offerings for scaling up

6. Systematize your operation for scaling up

7. Benefits & Pitfalls of Virtual working

8. Building Capacity with Offshore Team.

9. Case studies of firms.

10. Impact of Building Offshore Team in the Entigrity's Client Annual Survey 2019

This is not a traditional webinar, instead this would be a fast-paced interactive Webinar with 40 minutes of Presentation Time and 20 Minutes of Q & A and discussion. Attendee lines would be open at the end of the webinar.

Learning Objectives

  • Identifying Niches and Why & How to Pick & Build Niches
  • Learning how to Integrate New Age CAS Practice in your firms
  • Understanding on how to build capacity with remote working
  • Identifying on how to productize and systematize your offerings and operations
  • Learning from successful firms case studies.

Who Should Attend?

  • Enrolled Agent
  • Tax Practitioners
  • Bookkeeper
  • Accountant
  • Business Owner
  • Xero Advisor
  • QB Pro Advisor
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • Auditors
  • Tax Firm
  • Young CPA
  • Entrepreneurial CPA
  • Accounting Practice Owners
  • CEO
  • Cloud Accountants
  • Cloud Firms
  • Entrepreneurial Accountant
  • Tax Preparer

Testimonial

4.1

(414)
43%
32%
18%
3%
3%

DS

For businesses without a strong grip on their financial situation, I believe this would have helped in convincing a business to invest with a qualified CAS. Money matters and can make or break a business. This also would help a manager or anyone running a company to seriously consider their own knowledge of finances and if they need to get more educated on the matter, or again invest in a qualified CAS

MS

This is one of the top two webinars I've ever participated in - and I've participated in a ton of them. Excellent presenter and very valuable info. And I don't even have a CPA practice (which this course targeted). I'm a CPA, but in retail. However, I was still able to apply the majority of the "do's" and "don'ts.

SK

Important information was given on how to grow accounting business. Great examples were given about niche accounting. I plan to utilize this information to grow my business in the direction I want. Thank you.

TL

The webinar gave me insight into improving the way I manage my practice, to make it more profitable. I had already implemented many of these changes in the past year, and the webinar reinforced my actions

MB

I enjoyed the webinar. I think back about a few clients I used to have to work on who could never be pleased and constantly nickeled and dimed their fees that would have been such good candidates for clients to fire

CB

This presentation was very professionally prepared and presented. They supplied ample information about what they offer and how it can increase your business, The specific CPA clients examples were helpful as real life scenarios