We all want to do more productive, efficient work.
If you’ve been looking to implement a new process, but haven’t known where to start, this webcast is for you. In this session, with Jim Bourke, CPA/CITP and partner of WithumSmith + Brown, you’ll learn simple steps and strategies on how to streamline your firm’s workflow.
The webcast is moderated by Accounting Today associate editor Liz Gold. It debuts Wednesday, June 25, at 2:00 pm ET. To register, click here.
A free Web seminar, "Creating a Successful High Net Worth Practice," debuts at the same time. More CPAs are incorporating wealth management to their CPA practice as they look to enhance both client retention and revenue. Of course, with growth come challenges, from time management to marketing to client administration.
Whether you are considering expanding personal financial planning in your firm, or if you are already established and want to be more profitable, join us to learn how to create a successful high net worth financial planning practice. Topics include best practices, fiduciary checklist, financial planning business models, maximizing time and revenue, marketing to your tax clients and beyond, and managing the client relationship. To register, click here.
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