

Attending this conference will provide you with the tools you need to achieve sustainable growth and profitability in your CPA firm. We’ll show you how to accelerate revenue from Type 1 Services - such as traditional compliance work, and Type 2 Services - or those services that are are value added and future oriented such as Wealth Management and Business Advisory.
These are the services that clients are increasingly expecting. We’ll also look at ways to “go deep” in your areas of specialty, whether that’s industry-oriented, product-oriented or both.
A deliberate and continuous marketing program is a “must have” for firms that want to grow in a competitive market place. This conference will help you build an effective marketing machine, using the latest technologies including CRM and Social Media. During the past five years, we’ve seen enormous advances in technology. Attending will make sure that you are totally up-to-date with the technology currently being used by successful firms, including the latest on:
• Document Management
• Portals
• iPhones and iPads
• Software as a Service (SaaS)
• The Cloud
• Mobile technology
In summary, we will explore the key issues that firms are dealing with and provide appropriate options and solutions to streamline your practice. 
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Cost: Free -
Categories: Conferences & Tradeshows | Education
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