How to Take Your Firm Nationwide: The Journey from Thriving in a Local Market to Becoming the Next National Firm

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How to Take Your Firm Nationwide: The Journey from Thriving in a Local Market to Becoming the Next National Firm

Reviewed

March, 2024

Sia Kal

Learning Objectives

To explain your motivation for expansion.
To analyze what you should consider before committing to the journey.
To discuss how to prepare for your expansion.
To know how to plan your expansion.
To discuss how to hit important milestones.

Course Description

Are you a partner of a CPA firm dreaming of expanding your business beyond your local or regional market to achieve a national presence?

Many partners have been thinking about what their firm will look like if they would expand to other markets. Some firms have hit a glass ceiling in their local market and find it difficult to grow beyond their current rate. Others have discovered they can do more by playing in other markets. And some are not sure if they are interested in going nationwide yet, but they are listening.

In this CPE Business Management Webinar, you will gain a comprehensive understanding of the factors that contribute to successful expansion from local to national markets, explore real-life case studies of CPA firms that have successfully expanded their presence, learn from their experiences and pitfalls and Develop a roadmap tailored to your firm's unique goals and resources, providing you with a clear path forward.

Major Topics Covered:

Demystifying the myths
What you need
Why do you want to expand
What’s good for others is good for you!
Things to consider

If you are a partner and considering taking your firm to the next level, this is a perfect course to open your eyes to new possibilities.

Overview

Why are you interested in taking your firm nationwide?

4 mins
Why do you want to expand?

14 mins
How ready is your firm to go nationwide?

17 mins
What's good for others is good for you

19 mins
Things to consider

23 mins

Webinar Qualifies For

1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Business Mgmnt and Org for CPA in Canada
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 CPD Credit for Chartered Accountants - Scotland
1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CPE Credit of Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Sia Kal

Managing Partner, FY USA LLC

Sia is an internationally recognized Business Performance Coach who has been educating thousands of Accounting Firms on how to scale and reach impressive and sustainable results in their business. He has created and delivered hundreds of compelling professional courses and workshops, specifically designed to upgrade the business performance of accounting firms. Sia’s expertise is to enable accounting firms resolve issues that imped their ability to achieve success beyond expectations. His passion is to focus on morality and fair dealing in the business world to cultivate relationships. His key to success has been ‘putting people before profit,’ a strategy that has proven to be profitable.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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.

Ratings and Review

4.2

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Kristi Altman, CPA (US)

We are not close to expanding but this was very informative.

John Mcgovern, CPA (US)

Good presentation...

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1 Credit

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Subject Area

Business Mgmnt and Org

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How to Take Your Firm Nationwide: The Journey from Thriving in a Local Market to Becoming the Next National Firm

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Sia Kal

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.2

Kristi Altman, CPA (US)

John Mcgovern, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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