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Managing Your Clients and CPA Services

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Course Description

Although CPAs are experts at giving advice to their clients, they do not often step back and give thought to the formation or operations of their own businesses. This course will give you tools to help set up and grow your firm by making conscious decisions along the way. It will address topics such as marketing, professional development, staffing client management, and technology, all of which are crucial components of running a successful CPA firm. By paying more attention to firm administration, a CPA can run a more efficient, profitable firm and better serve their clients at the same time.

Learning Objectives

Upon successful completion of Managing Your Clients and CPA Services, the user should be able to:choose the best business formation for your firm;set up firm operations, such as office space and pricing, to help achieve a successful work-life balance;design, implement, and track an effective marketing strategy;determine your firm's staffing needs, and find a staffing mix that fills those needs; anddevelop contracts, such as confidentiality, non-compete agreements, and engagement letters.

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Learning Format 3.0 Hours
Self-Study / On-Demand

Credit Type(s)
Management Advisory