How to Manage Your CPA Practice

Course Details

Date

Tuesday, October 25, 2022

9:00am – 12:30pm
(Registration: 8:30am)

Field of Study

Management

Course Number

108571

CPE Credit

4.0 hours CPE credit

Level of Knowledge

Overview

Vendor

CalCPA Education Foundation

Prerequisites

None

Description

An interactive workshop designed for small and medium CPA firms. We will review how to be efficient and profitable in your firm. The learning model includes a lecture with lots of questions answered and case studies to reinforce the concepts.

Highlights

Practice Management of a CPA Firm

Objectives

The management of our clients 

How to set up expectations with our clients
How to keep difficult relationships from destroying your firm 

How and when to fire a client 

How to nurture good employees 

How to pick good employees 

How do I compare to other firms? 

When should I raise my rates? 

Hourly vs. fixed fee arrangements 

How to have virtually no bad debts• How should the managing partner manage themselves? 

Case studies reinforcing these concepts

Designed For

Small to medium size firms partners and administrators

Registration for this course has passed.

Course Pricing

Member Fee Applicable if you are a HSCPA member in good standing.	$159.00
Non-Member Fee Applicable if you are not a HSCPA member.	$209.00
Your Price	$209.00