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8 Mistakes New Accounting Firms Make and How to Avoid Them

8 MISTAKES NEW ACCOUNTING FIRMS MAKE AND HOW TO AVOID THEM

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 29, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

There's a lot to think about when you're starting a new firm. While you may be doing many things right, there are common mistakes many firms make that can put them behind the eight ball. In this course, Erika Segal, Brand Manager with CPACharge, will walk through eight mistakes many new accounting firms make and explain how to avoid them. 
 
Whether you're in the process of starting your firm or you've been in business for many years, this course will be highly informative for all accounting professionals.
 
Learning Objectives:


  • Identify eight common mistakes new firms make

  • Recognize how you can avoid the pitfalls from these mistakes

  • Evaluate highly effective strategies that the most successful new firms use in their practices

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Erika Segal

CPACharge
Associate Brand Manager
[email protected]
(844) 352-4705

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Erika is a champion of brand management, email marketing, copywriting, social media tools, and technologies, with a track record of creating and implementing successful social media and email marketing programs.

About Our Presenter

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CPACharge is an online payment solution developed specifically for CPA firms, giving you a professional way to accept credit, debit, and ACH payments. Give clients the options they want, while you get real-time reporting for easy, accurate reconciliation. Trust the experts for a solution that’s used by 50,000 professionals and offered as a Member Discount Partner by AICPA—CPACharge.