8 Mistakes New Accounting Firms Make and How to Avoid Them (brought to you by CPACharge)

Description

There’s a lot to think about when you’re starting your new firm. While you may be doing many things right, in this webinar we’re going to share the 8 mistakes many new accounting firms make, and how to avoid them. Whether you’re in the process of starting your firm or you’ve been in business for many years, this course will be informational for all accounting professionals.

Speaker: Erika Segal
Erika is the Associate Brand Manager for CPACharge. Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.

Learning Objectives
  • Discover the most common mistakes new firms make
  • Recognize how you can avoid these pitfalls
  • Explore strategies that the most successful new firms use
Major Topics

Publish business information clearly across the web, setting up fee structure properly, planning for CPE at the beginning of the year, developing a referral network right away, setting up proper new client onboarding processes, spending time acquiring the right clientele, portraying as a modern firm, and setting up an easy to use payment processor.

Provider
Maryland Association of CPAs
Course Level
Intermediate
Professional Area of Focus
Future Ready
FutureReady Sponsor Event
CPE Field of Study
Business Management & Organization
1
Who Should Attend

CPAs, managers, owners, and administrators of accounting firms who process client payments.

Prerequisites

None

Advanced Preparation

None

Location
Online
Sponsors
Event Information
When
Aug 11, 2021
10:00 am - 11:00 am EDT
Location
Online
Total CPE Credits
1
Format
Webcast Replay

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8 Mistakes New Accounting Firms Make and How to Avoid Them (brought to you by CPACharge)


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