Upcoming Webinars with NJCPA

We are very pleased to present MANAGEMENT OF AN ACCOUNTING PRACTICE in collaboration with NJCPA.

The Management of an Accounting Practice (MAP) web series consists of three one-hour webinars designed to enhance the skills sole practitioners and small firms need to position themselves for growth in today’s competitive marketplace.

The pass is non-refundable and cannot be transferred to another person.

Bundle Price: $69.00.
Log in at NJCPA.ORG and register today.

Staffing and succession planning

Rick Fisher & Phil Whitman
May 8, 2019

  • Succession Planning: Remaining Independent
  • Competing with larger firms for qualified staff
  • The value of using interns
  • Benefits for staff (flexible work schedules, paying for CPE and/or professional memberships, fun/stress-relieving activities, etc.)
  • Managing Tax season & Staffing
  • Identifying/building the staff pipeline for succession – pathway to partner

Business development/competing

Walter Brasch, David Wolfskehl, Dick Shippee
May 15, 2019

  • Marketing on a small budget
  • Leveraging social media
  • Pricing of your services
  • Leveraging firm alliances/partnerships
  • Leveraging existing clients (upselling additional services, getting clients to refer you to others)
  • How to stay engaged with clients
  • Expanding into new services/niches

Firm management and administration

Rick Fisher, John Raspante & Walter Brasch
May 22, 2019

  • Firm scorecards and KPIs
  • Preparing for a peer review  Insurance (professional liability, cybersecurity, etc.)
  • Managing/leveraging technology – the cloud, outsourcing, etc.
  • Data protection/Cyber security
  • Mergers/acquisitions (Rick)
  • Getting your house in order
  • Pre & Post merger integration