How to Fire a Client

And How to Keep the Good Ones.
CPA Trendlines expert author Jean Caragher is completing the Capstone Summer Series, with two webinars:
– Sept. 24: Client Retention Strategies Every Firm Can Use
– Oct. 1: How to Fire a Client
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CPA Trendlines Joins Thought Leader Symposium #CPATLS

CPA Trendlines CEO Rick Telberg joins 30 of the of the profession’s most influential.

Follow on twitter with #CPATLS.

@adp @AllanDKoltin @atgrissom @bftcpa @bqesoftware @Clayton_Oates @cpa_trendlines @CPAAccelerator @DarrenRoot @dcieslak @donnyitk @DougSleeter @evenanerd @glafollette @intuit @IntuitPatti @JeanCaragher @jimboomer @JimBourke @JoeyHavensCPA @KaceeBOP @LeslieShiner @lgboomer @markkoziel @michellegolden @RomanCITP @ronaldbaker @RPJohnston @tomhood @sandrawiley @JenLeeWilson @gcrosley @MentorPlus @gperrycpa @imobannon

Via CPA Practice Advisor

Nearly 30 of the most influential thought leaders in the accounting profession, including CPA Trendlines CEO Rick Telberg,  are gathering in Indianapolis March 11-13 for CPA Practice Advisor‘s 11th annual Thought Leader Symposium.

The annual event includes round table discussions of technology and practice management trends and issues that accounting firms and professionals face today, as well as accounting, tax and business issues they and their clients will need to prepare for in the future.

In addition to Telberg, CPA TTrendlines authors and expert contributors expected to attend include: READ MORE →

The Radical CPA Teams with Botkeeper

VC-backed start-up targets accounting firms for growth.

Jody Padar, CPA, MST, principal of New Vision CPA Group and author of “From Success to Significance: The Radical CPA Guide” is partnering with Enrico Palmerino and the team at Botkeeper, a new-age bookkeeping solution enabling accounting firms to expand and modernize their businesses.

The partnership was unveiled at the three-day QuickBooks Connect event in San Jose, CA. Padar presented on Accountants Day during a breakout session entitled “A New Business Model for CPA Firms: How to Bill $1M per FTE.” Shortly after, the new partners hosted a joint event titled “Getting Radical with Botkeeper” which was streamed via Facebook Live.

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Bowman Webinar: Inside the IRS Financial Analysis Handbook

Click for details

CPA Trendlines expert author sets sessions for Dec. 16, 20 and 21.

Join CPA Trendlines expert and best-selling author Jassen Bowman for three sessions in three days, covering how the IRS analyzes a taxpayer’s financial condition and the questions the IRS often asks.

This is an online class that meets for a total of 6 CPE hours over the course of three days – Dec. 19, 20, & 21 –  from 2 pm to 3:40 pm ET (11am-12:40 pm PT) each day.

Register Here

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