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Growth Lessons from Top Notch Firms: How to make 100% of your Revenue Growth hit the bottom line

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: August, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Introduction
    1 mins
  • Addressing the biggest barriers to growth?
    25 mins
  • Effect of high owner hours on your firm
    36 mins
  • Resources for transitioning to the cloud
    44 mins
  • Discussion of pricing strategies
    45 mins
  • Format, details, value of Accounting Practice Academy
    52 mins
  • Conclusion
    55 mins

Course Description

When the intention is to grow a CPA firm with a high focus, planning makes all the difference. However, growth means different things to different people. Some weigh it with the time invested, while some identify it with more work and personal time saved. 

This Online CPE podcast is about a lively conversation that discusses various aspects of growth. Whether the aspects that sound golden, are really golden from the perspective of the CPA firm will also be tested. In the end, this podcast will help you with invaluable insights on making the best of the experiences of CPA firms that create positive changes for the growth and longevity of your practices. 

Brannon Poe and Ian Brenner of the Poe Group Advisors discuss the following Key Points in the insightful podcast: 

  • How do I get the growth to go straight to the bottom line?
  • How do I address the biggest barriers to growth?
  • How can someone get out of the bottleneck of their firm?
  • Right pricing strategy for the CPA firm
  • What makes a highly focused firm?

Learning Objectives

  • To explore how you can address the biggest barriers to growth
  • To identify the effect of high owner hours on your firm
  • To recognize the resources for transitioning to the cloud
  • To discuss pricing strategy for your CPA firm
  • To explore what makes a firm highly focused

Recommended For

  • This online CPE podcast is recommended for CPA, CMA, and Other Accounting, Tax, and Finance professionals who want to contribute to growing CPA firm exponentially

Who Should Attend?

  • Certificate in Investment Performance Management
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chartered Certified Accountant (ACCA)
  • Chartered Global Management Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

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 through its website: www.NASBARegistry.org.

Presenter

Expert Speaker

Ian Brennan

Creative Director, Poe Group

 A graduate of Belmont University in Nashville where he studied film production, Ian has worked in the film industry for over six years. His ventures have taken him around the globe creating and sharing meaningful content, having pursued work with several companies producing documentaries in Los Angeles, animating for DreamWorks and even editing in Tokyo.

Ian first joined the Poe Group Advisors team after meeting Brannon Poe and hearing of their shared interest in the entrepreneurial spirit and the key drivers of success. Since joining the team, Ian has had a hand in helping set the foundation for Accounting Practice Academy through video and creative production, amongst many other projects for Poe Group Advisors as a whole. 

About Company

Buying or listing a CPA firm? We assist both parties in planning and implementing a strategic, successful transition of clients and staff.

Our mission is simple … we assist sellers to successfully navigate the sale of their businesses in a way that maximizes the value of their firm, while minimizing their risks and challenges. Likewise, we help buyers find an appropriate business for their particular talents and skills … and ultimately, we assist both parties in planning and implementing a strategic, successful transition of clients and staff.

Host

Brannon Poe, CPA (US)

Founder, Poe Group

Brannon began facilitating successful accounting practice transitions in 2003. He pioneered a consulting-based approach to transitioning accounting firms, which has culminated in Poe Group Advisors’ unique process – The Seamless Succession™.

He started his career in public accounting as an auditor with Ernst & Young before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately-held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience — with companies large and small — has provided the foundation for Poe Group Advisors to become the industry service leader.

He is the author of “Accountant’s Flight Plan: Best Practices for Today’s Firms” (published by the AICPA and CPA Canada), “On Your Own: How to Start Your Own CPA Firm” and multiple blogs.

About Company

Buying or listing a CPA firm? We assist both parties in planning and implementing a strategic, successful transition of clients and staff.

Our mission is simple … we assist sellers to successfully navigate the sale of their businesses in a way that maximizes the value of their firm, while minimizing their risks and challenges. Likewise, we help buyers find an appropriate business for their particular talents and skills … and ultimately, we assist both parties in planning and implementing a strategic, successful transition of clients and staff.

Faq

FAQs content

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Ratings and Review

4.1

21 Ratings

Excellent

7

Very Good

11

Average

2

Poor

0

Terrible

1

ERS

Ervin Robert So, CPA (CA)

Sep 8th, 2022

Great experience

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