CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
6 CPE credit of Finance for all CPAs
6 CPD credit (Verifiable) for Canadian CPAs
6 CPD credit (Verifiable) for CPA/PFS
6 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Building A 7-Figure Tax Practice While Black
How to build a successful tax practice
Top Hacks for Tax Season 2021
Four Essential Tools for Media Success
Pivot Your Marketing in Response to COVID-19
Public Relations and Marketing for Small Business Owners
Improve Your Virtual and In Person Networking Success
Lessons for In-Person Networking Success
Rev Up Your Newsletter or Start One
Why HER and Not ME? How YOU Can be the Accountant Reporters Call
Niche Strategy: Grow Your Bottom Line with High Value Clients
Succession Planning in Accounting Firms: How to Recruit, Develop and Retain Successors
Why You Should Care About the CARES Act
The Power of Succession Planning
The Power of Business Continuity
Financial planning has become an essential part of the individual and business practices. Therefore it is recommended that the businesses with the inclination and interest in the subject take them as a business expansion prospect.
This webinar covers the process to be used when the CPA firm adds the service of Financial Planning for their clients. It encompasses the areas of expertise needed by the CPA to be a professional Financial Planner.
This webinar covers:
This webinar will provide a comprehensive approach towards taking financial planning as a technical subject that may provide numerous business advantages in the long run.
