The CPA Trendlines Practice Management Resource Center
Introducing the Succession Institute
CPA Trendlines is partnering with Austin, Texas-based, Succession Institute LLC for The CPA Trendlines Practice Management Resource Center, focussing on the core, foundational principles that position firms for rapid growth, exceptional profitability, seamless transitions to new leadership, and, ultimately, premium valuations.
The Succession Institute LLC provides firms with educational and advisory services in CPA firm management, leadership development, succession management, and practice development. The program is led by two of the profession’s most distinguished advisors, Bill Reeb and Dominic Cingoranelli,who bring a world of experience to CPA firms, having practiced and consulted for their entire careers.
Reeb is one of the profession’s leading luminaries in his own right, active as a member of the AICPA, including service on the board of directors, and consistently ranked as one of the profession’s most influential visionaries.
See the latest from Bill Reeb and Dom Cingoranelli
at cpatrendlines.com
Reeb is one of the profession’s leading luminaries in his own right, active as a member of the AICPA, including service on the board of directors, and consistently ranked as one of the profession’s most influential visionaries.The program is led by two of the profession’s most distinguished advisors, Bill Reeb and Dominic Cingoranelli,who bring a world of experience to CPA firms, having practiced and consulted for their entire careers.
The CPA Trendlines Succession Institute Practice Management Center offers:
- Programs for Growth and Leadership
- Advisory and Consulting ServicesSuccession Planning
- Small Firm Practice Management
- Owner Agreements
- Shareholder & Partner Agreements
- People and Skills Development
- Management and Leadership
Online Video CPE
Streaming, On-Demand, At Your Convenience
Managing for Accountability
Small Firm Practice Management : For the Single-Owner to 3-Partner Firm
Objectives: How to do a better job of holding people accountable for fulfilling their roles, and for completing tasks, activities, and projects. Set clear expectations, including scope, deliverables, duration, budget, resources.
- Identify symptoms often related to poor accountability
- Recognize typical causes of poor accountability
- Recognize the downside of not holding everyone accountable
- Identify how to improve accountability at your organization
CPA Trendlines readers always get 20% off.
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Most Trusted Business Advisor: What, Why and How
Objectives: Why being a Most Trusted Business Advisor is not just providing another service, but a new way of doing business.
- Recognize what the Most Trusted Business Advisor role entails
- Identify the differences between MTBA services, traditional services, and consulting packages or niche services
- Recognize why most typical objections to taking on the role of MTBA are not valid
- Identify how and why you need to switch hats from being an expert one minute to being an advisor the next
- Recognize that you should approach finding solutions your clients will support
- Identify the major elements of the Business General Contractor model to help leverage your MTBA role
CPA Trendlines readers always get 20% off.
Learn more