How to Manage Your CPA Practice 2024 (4 hours) [NT]

Overview

This interactive workshop is designed for small and medium CPA firms looking to improve internal processes and manage clients’ needs and expectations. We’ll review how to be efficient and profitable in your firm. Additionally, we will explore pricing models and best practices. This course is case study oriented to reinforce concepts.

Highlights

• Client management
• Employee management
• Pricing models
• Partner management

Designed For

Small to medium-sized firm partners and administrators

Objectives

• Know how to set up expectations with clients
• Determine how and when to fire a client
• Understand how to choose and nurture good employees
• Conduct a Firm Comparison
• Identify how to manage partners

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!