Strategically Plan Your Best Year Ever! Grow Your Firm and Raise Your Profit Margin

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Strategically Plan Your Best Year Ever! Grow Your Firm and Raise Your Profit Margin

Published

February, 2024

Loren Fogelman

Learning Objectives

To discuss the fundamentals of strategic planning for accounting firms.
To identify strategies to maintain sustained momentum in business growth.
To explain the innovative approaches beyond traditional goal-setting to elevate business prospects.
To analyze the secrets behind tripling business efficiency through simple yet impactful techniques.
To discuss the Path to Profits Blueprint to strategically scale your accounting firm and elevate profitability.

Course Description

Gear up for your most remarkable year yet! Step into the league where action speaks louder than words, where your accounting practice not only thrives but soars. While you diligently manage the day-to-day operations, it's time to elevate by strategically propelling your business forward. Embrace the power of a strategic plan—a game-changer that puts you firmly in the driver's seat of your firm's growth.

No more being at the mercy of your business; take the reins and steer your firm towards success. Picture a scenario where your firm's growth aligns seamlessly with your life's aspirations. Whether it's fulfilling travel dreams, clearing debts, or securing your retirement, your firm becomes the catalyst for elevating your lifestyle.

Bid adieu to the mundane, static business plans stashed in forgotten drawers. Embrace a strategic plan that not only guides but fuels growth, helping you streamline your focus, shed what doesn't serve you, and significantly boost your bottom line. Follow the Path to Profits Blueprint—a blueprint that paves the way for your dream firm.

Major topics:

Fundamentals of strategic planning for accounting firms
Strategies for Sustained Business Growth
Innovative approaches beyond traditional goal-setting
Techniques to Triple Business Efficiency
Path to Profits Blueprint for Scaling Accounting Firms
Taking charge of the firm's growth strategically
Aligning business growth with personal aspirations
Embracing a dynamic strategic plan
Boosting the bottom line through strategic planning
Unveiling secrets to maintain momentum and break free from traditional approaches

Join us in this CPE Business Management Webinar, where we uncover the secrets to maintaining unwavering momentum, breaking free from the shackles of traditional goal-setting, and unlocking a simple yet impactful strategy to triple your business. Get ready to step into the realm of strategic growth and watch your firm flourish like never before!

Overview

How to be able to enroll clients?

4 mins
The value formula

16 mins
Set your Inner GPS

22 mins
The brick wall

29 mins
The rule of 3's

41 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 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 PDU Credit for Project Management Professional (PMP)
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 Points Credit of Business Management for Certified Professional in Talent Development (CPTD)
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)
1 Points Credit of Business Management for Associate Professional in Talent Development (APTD)

About Instructor

Loren Fogelman

Business Coach, Business Success Solution

Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches. From 2018 to 2021, she continues to be recognized by HubSpot in its annual list of the world’s top 22 business coaches.

She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many niche accounting conferences.

Loren is an expert in pricing strategy and sales for accounting professionals. She coaches them to shift away from the “dollars-per-hour” pricing trap to a value-based pricing model. This allows her clients to reduce workload by as much as 50% while doubling revenues.

She’s a regular contributor to Intuit’s Firm of the Future series, Accounting Web and the author of two Amazon best seller books: The Winning Point: How to Master the Mindset of Champions and The Success Solution: Break Through Limiting Beliefs for Business Success.

Ready to value price your services? Discover how to double your income while working half the time. Claim your FREE RESOURCE to separate your fees from your time at https://www.businesssuccesssolution.com/value-book/.

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

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JDV

Jason Del Vecchio, Tax Professional, RTRP

I felt it had a lot of usefull information and I was agreeing with everything it said. I never thought of some of those ideas and will be implementing some of them in my firm and daily life. Overall impression was very good considering this is the first video I watched from your site. Thank You

Armaan Ahuja, CPA (US)

Really enjoyed this instructor's enthusiasm on the topic

Rick Schettler, CPA (US)

Great tips for success. Some new, some reminders.

Bertrand Maimo, CPA (US)

Excellent course

James Goober,, CPA (US)

N/A

Course Preview

1 Credit

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Subject Area

Business Mgmnt and Org

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Strategically Plan Your Best Year Ever! Grow Your Firm and Raise Your Profit Margin

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Loren Fogelman

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Jason Del Vecchio, Tax Professional, RTRP

Armaan Ahuja, CPA (US)

Rick Schettler, CPA (US)

Bertrand Maimo, CPA (US)

James Goober,, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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