CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

UPDATING YOUR CLIENT & TEAM CLASSIFICATIONS. “How your clients and your team are impacting your firm during pandemic!”

4.7 (18)

Sia Kal

FY USA LLC

Thursday, September 17, 2020 | 02:00 PM EDT

  • CPA

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

employment law in a nutshell – guidance for your business

(1)

Jun 18, 2021 | 09:00 AM EDT View Details

irs tax practice & procedure introduction

Jun 18, 2021 | 09:30 AM EDT View Details

differences between ifrs and gaap

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Jun 18, 2021 | 09:30 AM EDT View Details

addressing single audit quality in a covid-19 era

Jun 18, 2021 | 09:30 AM EDT View Details

advance irs learning: multiyear non-filing, criminal investigation, voluntary disclosure, whistleblower claims etc.

(2)

Jun 18, 2021 | 10:00 AM EDT View Details

tax strategies for real estate: crucial insights: acquisition and depreciation strategies

(5)

Jun 18, 2021 | 10:00 AM EDT View Details

keys to maintaining an effective and strong internal audit department

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

best tax return workshop on s corporation (1120s) - latest

(3)

Jun 18, 2021 | 10:00 AM EDT View Details

are you creating legal liability when you hire or recruit online? - covid -19 special

(37)

Jun 18, 2021 | 10:00 AM EDT View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

Jun 18, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jun 18, 2021 | 08:00 AM PDT View Details

comprehensive tax strategies & insights on real estate

(3)

Jun 18, 2021 | 08:00 AM PDT View Details

internal controls for businesses

(2)

Jun 18, 2021 | 08:00 AM PDT View Details

maximizing home office deduction (covid special - latest)

(7)

Jun 18, 2021 | 11:30 AM EDT View Details

Course Description

Whether we are talking about elite special operations units, winning professional sports teams or high-functioning business organizations, all high-performance teams share similar attributes. They have high levels of internal trust and accountability, navigate change more successfully and have resilient mindsets. They are more sustainable, have higher levels of engagement and therefore efficiency. High-performance business organizations operate under a clear mission narrative, have greater degrees of employee and customer satisfaction and retention, grow more quickly (and intelligently) and are more profitable.

In this webinar we examine the client attributes and the team attributes most relevant to your business performance. In this webinar we will cover : 

  • Certain attributes should be considered in choosing which new clients to accept
  • How to leverage those attributes to increase the lifetime value of your clients.  
  • Analyze key team attributes that yield the most productivity and agility in your business 
  • Designing team-roles around those attributes.  

Learning Objectives

  • Classifying your clients to enhance client experience and business performance
  • Classifying your team to enhance team performance and team morale
  • Gaining a better understanding of your clients and team to properly plan the future of your firm

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bank Managers
  • Business Owner
  • Cloud Firms
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Innovation Manager/Director
  • IT Managers
  • Risk Managers
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

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    [average] => 4.6667
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4.7

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72%
22%
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