Join CPA Trendlines’ Martin Bissett in New Practice Improvement Program


The Practice Pathfinder: Leading you to a better practice.

CPA Trendlines expert author Martin has teamed with AccountingWeb to produce the Practice Pathfinder program – a 12-week mentoring and education program for small and medium-sized accounting firms from across the U.S., looking for evolution, not revolution.

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The webinar-based sessions will be run by Bissett, who has 20 years of proven practice growth tips and wisdom, and is a leading contributor to CPA Trendlines and a best-selling author of Winning Your First ClientPassport to PartnershipMeet Your New Best Client, and Business Development on a Budget.

Tackle six of the most common challenges facing firms:

  1. Building capacity vs winning new clients
  2. Choosing the right technology to be competitive
  3. Increasing fees for existing clients
  4. Winning higher value business
  5. Forecasting your new business income
  6. Pricing for profit

Important event information:

  • Each webinar is an hour long, running from 1–2 pm ET.
  • The first webinar starts on Tues., Sept. 5, with the remainder running every other Tuesday. Course details are below.
  • You’ll have access to the webinars on-demand as well, but the most benefit will be gained from attending live and interacting with our expert and your peers.
  • There is optional “homework” to complete in between each webinar session.

The one-time course fee of $249 includes access to all six sessions. There will also be a seventh free session presented at QB Connect in San Jose in November.

You’ll come away with:

  • Six hours of CPE credits provided you attend all the webinars in full.
  • Practical advice specific to your situation.
  • New connections and insights gained from peer interaction.
  • Ability to achieve change at the pace YOU feel comfortable with.

Course details:

  • Sept. 5, 1 pm – 2 pm ET: Success Signpost #1 - Which comes first: Capacity or New Clients?
  • Sept. 19, 1 pm - 2 pm ET: Success Signpost #2 - What technology you need to be competitive
  • Oct. 3, 1 pm – 2 pm ET: Success Signpost #3 - How to Increase Fees with Existing Clients
  • Oct. 17, 1 pm – 2 pm ET: Success Signpost #4 - Where to Start in Winning Higher End New Fees
  • Oct. 31, 1 pm – 2 pm ET: Success Signpost #5 - How to Forecast Your New Business Income
  • Nov. 14, 1 pm – 2 pm ET: Success Signpost #6 - How to Price For Maximum Profit?


Register here or click to learn more
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