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Building a CPA Practice (4152687B)
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Running a CPA practice requires you to wear many hats and possess a diverse skill set. One key to success is the ability to grow a practice through effective marketing. However, many CPAs who are experts in their field struggle with developing new business and promoting their services. This course is designed to share some best practices and easy-to-follow ideas to help you promote and grow your company.

7/23/2015
When: 7/23/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Alisa Lee Hunt
Contact: April Deneault
801-834-6634


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Running a CPA practice requires you to wear many hats and possess a diverse skill set. One key to success is the ability to grow a practice through effective marketing. However, many CPAs who are experts in their field struggle with developing new business and promoting their services. This course is designed to share some best practices and easy-to-follow ideas to help you promote and grow your company.
 

Objectives:

Identify the goals you have for your practice.
Determine a strategy for developing your image.

 

Major Subjects:

Developing your image
Networking tips
Social networking
The physical environment and how it can help sell your image
Using current clients to build your client base
Needs assessment
Promotion
Managing growth

 

Designed For:

CPAs and finance professionals who want to grow their practices and are looking for tools and tips to be successful.

 

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Alisa Lee Hunt

Vendor: CalCPA

Field of Study: Management

Level: Basic

CPE Credit: 8 Hours

Acronym: BCP

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Alisa L. Hunt, CPA, is the president of Day 2 Day Business, Inc. a firm set up to assist clients with understanding financial information. After 15 years of practice in accounting where she discovered that a major problem was the communication of financial data and now she assists those in the financial world with communication of financial information to others. She has been teaching on the communication of financial information for the last several years and has spoken throughout the United States, in Canada and the United Kingdom. Alisa is a professor teaching accounting and business to undergraduate and graduate students in Connecticut. She teaches Finance, Accounting, Creativity, Diversity and Leadership classes.

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