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myCPE

Strategically Plan Your Best Year Ever! Grow Your Firm and Raise Your Profit Margin 1 Credit

Dec 06, 2024, 01:00 PM ET

Strategically Plan Your Best Year Ever! Grow Your Firm and Raise Your Profit Margin 1 Credit

  • Rating

    4.6
  • Published on

    February, 2024
  • Subject Area

    Business Mgmnt and Org

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Dec 06, 2024, 01:00 PM ET

Learning Objective

  • 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 Overview

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
  • Innovative approaches beyond traditional goal-setting, and strategies for sustained business growth
  • Techniques to Triple Business Efficiency, and Path to Profits blueprint for scaling accounting firms
  • Taking charge of the firm's growth strategically, aligning business growth with personal aspirations, and embracing a dynamic strategic plan
  • Boosting the bottom line through strategic planning, and 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!

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

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Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

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.

About Instructor

Loren Fogelman| CE/CPE/CPD Courses for CFE CMA & more
Loren Fogelman

Business Coach, Business Success Solution

  • 4.5
  • rating
  • rating
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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/. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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1,824 ratings

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JDV

Jason Del Vecchio, Tax Professional

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

CB

Charles Bosler, CPA (US)

The speaker and her husband added up to some of the best presenters possible. Any one wanting to build a big successful business should watch this presentation at least once a month.

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Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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    Certificate Vault

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    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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