Events Search and Views Navigation
December 2019
Uncover New Opportunities During Tax Season – Self-Paced Online + Coaching
Tax Season provides an exceptional opportunity for individuals and firms to grow their practice. While it is well known to be the busiest time of the year for accountants, it also provides the most unique opportunities for identifying up-sell and growth potential in current clients. …
Find out more »Say Goodbye To Boring Presentations – Self-Paced Online + Coaching
Bad design kills presentations. It is not only the audience who is struggling to pay attention to boring slides, but speakers themselves also struggle to communicate their message more effectively through presentations. So, how can you avoid giving a boring presentation? How do you make…
Find out more »Skyrocket Your Growth Using LinkedIn – Self-Paced + Coaching
Sometimes trying to find the right new client is like trying to look for a unicorn. You have seen them, heard of them but have a hard time finding them. How do you find that perfect prospective client when LinkedIn is abundant with so much…
Find out more »Introduction to Business Development for CPAs – Self-Paced + Coaching
Business Development and growth are crucial to the health of accounting firms and an important factor in the track to partnership for individuals. While Business Development can be an intimidating topic, learning the proper fundamentals and a framework are the keys to success and will…
Find out more »January 2020
Uncover New Opportunities During Tax Season – Self-Paced Online + Coaching
Tax Season provides an exceptional opportunity for individuals and firms to grow their practice. While it is well known to be the busiest time of the year for accountants, it also provides the most unique opportunities for identifying up-sell and growth potential in current clients. …
Find out more »Say Goodbye To Boring Presentations – Self-Paced Online + Coaching
Bad design kills presentations. It is not only the audience who is struggling to pay attention to boring slides, but speakers themselves also struggle to communicate their message more effectively through presentations. So, how can you avoid giving a boring presentation? How do you make…
Find out more »Skyrocket Your Growth Using LinkedIn – Self-Paced + Coaching
Sometimes trying to find the right new client is like trying to look for a unicorn. You have seen them, heard of them but have a hard time finding them. How do you find that perfect prospective client when LinkedIn is abundant with so much…
Find out more »Introduction to Business Development for CPAs – Self-Paced + Coaching
Business Development and growth are crucial to the health of accounting firms and an important factor in the track to partnership for individuals. While Business Development can be an intimidating topic, learning the proper fundamentals and a framework are the keys to success and will…
Find out more »May 2020
The Complete Manager – Los Angeles, CA (May 18-19, 2020)
Transitioning from an individual contributor role into a management position can be a difficult transition for even the best accountant. The proper training on how to manage others and navigating different work and communication styles is crucial to the success of both the manager and…
Find out more »June 2020
The Complete Staff – Las Vegas, NV (June 4-5, 2020)
Expectations of new staff accountants are higher than ever. Not only are new staff expected to be technically proficient, but to possess the maturity and business acumen of someone who has been working for a number of years. The Complete Staff Program provides new staff…
Find out more »