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Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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Free cpe webinars
Redefining Your Firm: Practice Management Tips from the Trenches

REDEFINING YOUR FIRM: PRACTICE MANAGEMENT TIPS FROM THE TRENCHES

Available Date(s)
Thursday, April 25, 2024: 10:00AM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Just because your practice has settled into specializing in one thing doesn't mean it has to stay that way. It's never too late to redefine your firm! In this webinar, you'll learn dynamic ways to adjust your business model and rethink how your firm operates to maximize client engagement, build your ideal client profile, and run your firm to its fullest. We'll also cover ways to create traction in your marketplace, determine if ownership is right for you, and new ways to expand and complement your existing service models with additional revenue while enhancing your clients' overall experience.

Learning Objectives:


  • List elements that make up your ideal client profile

  • Evaluate how to rethink staffing models

  • Recognize how to develop a firm strategy to position your practice for long-term success

  • Identify potential services to complement existing firm services

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Jason Deshayes is a distinguished Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with a passion for financial literacy and helping individuals and businesses navigate the complex world of finance. Based in the vibrant Raleigh, North Carolina area, Jason has built a reputation as a trusted advisor and dynamic speaker in the financial industry.

With over 15 years of experience in finance, Jason brings a wealth of knowledge to his audiences. He has a unique talent for making complex financial concepts accessible and engaging for all levels of expertise. Whether he's speaking at conferences, leading workshops, or offering one-on-one consultations, Jason's ability to demystify finance is unmatched.

Jason's commitment to financial education extends beyond his professional career. He is an active member of the local community, volunteering his time to deliver financial literacy workshops and seminars to empower individuals with the tools they need to achieve their financial goals.

As a sought-after speaker, Jason Deshayes combines his technical expertise with a personable and approachable style that leaves audiences inspired and equipped to make sound financial decisions. His dedication to helping others achieve financial success makes him a respected figure in the Raleigh, NC area and beyond. Whether you're looking for insights on tax planning, investment strategies, or financial planning, Jason Deshayes is the speaker who can guide you toward a brighter financial future.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Cook Wealth is a wealth management firm offering financial advising, tax advising, and investment management services for professionals, business owners, and retirees across the nation. Enjoy in-person or virtual advising to fit your lifestyle.