Virtual
EB MAP
Date: Dec. 6, 2024
Time: 8:30 – 9:30 a.m. PT
Member
$0.00
Nonmember
$0.00
Members, log in to access your discount.
Overview
As the year winds down, CPA firms face unique challenges balancing client demands, team workloads, and operational efficiency. This month, we’ll explore strategies to streamline year-end client management and prepare for the busy season ahead.
Join us as we discuss:
- Effective Communication: Proven methods for staying in sync with clients during this hectic time.
- Handling Last-Minute Requests: Tips for managing urgent client needs while maintaining firm priorities.
- Workflow Tools: Recommendations for software and practices that enhance communication and workflow management.
- Workload and Staffing Balance: Practical approaches to ensure your team is prepared, supported, and operating effectively.
This interactive session will provide actionable insights and a chance to share experiences and tools that have worked in your practice. Let’s close out the year with strategies that set your firm and clients up for success in 2025!
Product Code
E2141224
Format
Virtual
Intended Audience
The East Bay MAP committee (“Management of an Accounting Practice committee”) focuses on management issues confronting CPA firm owners, managers and prospective owner/managers. The committee meets monthly excluding March, April, July and Oct. The meetings are generally held on the first Friday morning of each month, from 8:30am to 9:30am.
Additional Details
Date: Friday, December 5, 2024
Place: Zoom Meeting
Time: 8:30am - 9:30am
Price: $ 0 member/ $10 nonmembers
Virtual Zoom Meeting
All Attendees must register for this meeting by 5pm on December 5. Registration will close at that time.
The Zoom link for the meeting will be emailed out to all registered attendees the day before the meeting date.
This is a Non-CPE event and no credits will be given out.
Have Questions? - Contact
Contact Erin Silva esilva@mavenoak.cpa or eastbay@calcpa.com.