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Profit-Focused Accounting: The Roadmap To Client Success

  • CMA
  • CPA (US)
  • CGMA
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

To succeed it requires a strategy and a plan. The same is true in the case of creating a profit-focused accounting practice. This webinar is aimed to provide you how you can plan your road-map to client success for your accounting practice.  

The accountants at Summit CPA shares their experience and learning with how they achieve client satisfaction by operating under a profit-focused model. They emphasize client satisfaction as a key component to delivering quality service. They are specifically are going to talk about leveraging forecasting models, key performance indicators that they have applied to grow the accounting practice multiple-fold. The webinar is also going to explore using these methods to achieve long-term financial stability and growth rather than struggling to stay in the blacks. 

The webinar will also focus on:

  • How to deliver profit-focused accounting using key indicators
  • Cash Production metrics
  • Financial metrics
  • Pipeline metrics
  • What to cover in periodic (weekly and/or monthly) client meetings

The webinar will provide key insights for turning the fate of your accounting-firm with proven practices.

Learning Objectives

  • To recognize what profit-focused accounting means
  • To identify why profit-focused accounting is valuable for clients
  • To explore how to approach weekly and/or monthly client meetings

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Chartered Global Management Accountants (CGMA)

Presenter

About Presenter

Jody Grunden, CPA (US)

Chief Executive Officer (CEO) Summit CPA Group

Jody Grunden is the CEO and Co-Founder of Summit CPA Group. From Summit CPA's inception in 2002, Jody transitioned the company to a distributed accounting firm in 2013. Since 2002, Summit CPA Group has grown from a team of 2 people to approximately 50. The company has grown extremely fast, experiencing 3-year 150% growth consecutively over the past 3 years and being recognized by Inc. 5000. 

About Company

Summit CPA Group

www.summitcpa.net/

Summit CPA Group is a fully distributed accounting firm and leading provider of Virtual CFO Services in North America. In addition to providing VCFO coaching, CPA firm augmentation, Summit CPA Group is building a community of CPA firm owners who want to learn how to provide or enhance their existing VCFO service offerings. The CFO Community includes: free monthly CPE webinars, a Slack network, The Virtual CFO Playbook – a course dedicated to teaching CPA firm owners how to build and scale Virtual CFO services, and more. Join the community today and start getting the support you need to grow your firm!

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

113 Ratings

Excellent

65

Very Good

44

Average

4

Poor

0

Terrible

0

BD

Brenna Drake, CPA (US)

Dec 18th, 2020

great!!

NY

Nancy Yuen, CPA (US)

Dec 17th, 2020

All presenters were knowledgeable of the topic and delivered useful information for both clients and our businesses.

BD

Brittany Dortch, CPA (US)

Dec 17th, 2020

The instructors did a great job presenting this material and providing real life examples of how they provide service to clients. I liked the multiple presenters versus one presenter.

JM

James Marnell, CPA (US)

Dec 17th, 2020

Good program.

KE

Kareem Elhossary, ACCT/BK, CPA (US)

Dec 17th, 2020

Assistant manager

Profit-Focused Accounting: The Roadmap To Client Success

FREE

1 Credit

Subject Area

Accounting

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