Checkpoint Learning

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Managing Your Clients and CPA Services  

CATEGORY: Management
Online & Mobile, Download
3 CPE Credits
Level: Basic

Although CPAs are experts at giving advice to their clients, they do not often step back and give thought to the formation or operations of their own businesses. This course will give you tools to help set up and grow your firm by making conscious decisions along the way. It will address topics such as marketing, professional development, staffing client management, and technology, all of which are crucial components of running a successful CPA firm. By paying more attention to firm administration, a CPA can run a more efficient, profitable firm and better serve their clients at the same time.

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