In the current business environment for accounting firms, many sole practitioners are in survival mode. In these 2 webinars we will cover how to move from survival to sustainability, and growth for sole practitioners.
As the recent 2016 GBU Benchmark report identified, this is one of the hardest working groups within public practice accounting.
There are client deadlines, staff to manager transitions, new services to introduce, marketing and growth strategies to execute and efficiency bottlenecks to address.
In this webinar, which is part 1 of the 2 part series, we will outline the key sustainable models for a successful sole practitioner firm.
Then in part 2 of this series we will identify the systems, services and structures that sole practitioners should be considering now to achieve sustainable growth and profit.
Webinar Learning Outcomes:
Develop and implement a practical action plan to create a sustainable and growing sole practitioner firm.
This program is intended for sole practitioners and partners with client and workflow responsibility. It is also useful for partners who want to create a more leveraged business structure for their team and clients.
Dale Crosby has worked closely with accounting and advisory firms for the past 14 years. He has a specific interest in client communication and integration of compliance and advisory services within accounting firms. Dale has presented over 200 online sessions to accounting firms over the past 4 years.
You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
The key sustainable models for a successful sole practitioner firm.