LIVE WEBINAR
Empowering Growth: Scaling Your Accounting Practice Strategically
A panel conversation on proven strategies for scaling your accounting and bookkeeping firm in 2024 and beyond.
JUNE 12, 1PM EST
About the webinar
With varying strategies, advice, and growth opportunities to grow your accounting and bookkeeping firm, how do you decide which methods to test and double down on?
Maybe you need to rethink your pricing strategy. Charging too little is a sure-fire way to keep your firm stuck.
Serving a very broad and vastly different client base? Maybe that’s why your messaging isn’t clear, and your marketing is ineffective.
Spending too much time on manual, admin tasks instead of on strategies that move the needle? That’s the fastest way to burn out, work more, and earn less.
In this panel conversation, our guests will uncover three critical strategies for scaling your firm: niching, pricing, and automation. Pulling from their years of experience implementing these strategies, they’ll share why and how to identify the right strategy to grow your firm.
Agenda
-
Learn how to identify growth opportunities
-
Get insights to overcome common challenges to growing your firm
-
Explore strategies to expand your client base, team, and service offerings effectively.
-
Ask questions about your specific area of interest.
-
Go away feeling inspired to scale your firm
-
Learn the secret strategies of successful firms
About Ron Baker
Ronald J. Baker is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally.
He has been an instructor with the California CPA Education Foundation since 1995 and has authored over twenty courses for them, including:
- You Are What You Charge For;
- Success in Today’s Emerging Experience Economy (with Daniel Morris);
- Alternatives to the Federal Income Tax; Trashing the Timesheet: A Declaration of Independence;
- Everyday Economics; Everyday Ethics;
- Doing Well by Doing Good;
and The Best Business Books You Should Read.
About Stacey Feldman CPA
Stacey is a big fan of early-stage growth companies and the people that build them. As an experienced CPA with a proven track record in scaling finance & accounting operations for high-growth start-ups, she understands early-stage companies' challenges.
She is the COO at Full Send Finance, a firm specializing in helping early-stage businesses and high-growth SMBs achieve their financial goals through top-notch bookkeeping, accounting, and financial reporting.
.png "Feldman 2-min (1)")
.png?width=581&height=647&name=right-min%20(1).png "right-min (1)")
About Andrew Seguin
Andrew is the Founder of Seguin Financial, a fully paperless and cloud-based bookkeeping and tax firm located in Cornwall, Ontario.
They specialize in small and medium-sized businesses using their cloud-based app stack.
About Financial Cents
Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.
About Bookkeep
Untangle the accounting for your multi-channel ecommerce and POS clients, with Bookkeep!
With automatic accrual-based summary journal entries posted to QBO, Xero, Zoho Books or Sage Intacct while you sleep, accurately recognizing the revenue, sales tax, fees, and deposits from platforms like Shopify, Square, Amazon, PayPal, Toast, Clover, (and many more!) has never been easier. https://www.bookkeep.com