Live Seminar

Event Description

Practice Management Webinar

 Was tax season 2025 your most difficult and least profitable season in recent memory?  What will you change for 2026 to improve it?  As one of the most challenging courses ever taken, we jump right in to changing the outmoded and old-fashioned practices many firms use.  With letters, real-life experience from having sold 3 self-built CPA firms and bought over 20 smaller firms and practical guidance honed from dozens of mistakes we show you how to grow and operate a small firm efficiently and profitably while dealing with clients and employees.  Designed specifically for forms with fewer than 20 professionals, this class includes the rarely available "Exit Strategies" course about how to buy, sell, and merge a firm and add a partner.  We begin by analyzing how much you make and how much you should be charging, based on your opinions.  We then address competition, growth and most importantly, efficiency tools, moving to employees and ending with exit strategies.