Virtual
How to Manage Your CPA Practice 2023
Date: June 16, 2023
Time: 8 – 11:30 a.m. PT
CPE: 4
Overview
This interactive workshop is designed for small and medium CPA firms looking to improve internal processes and manage clients’ needs and expectations. We’ll review how to be efficient and profitable in your firm. In addition, this workshop will explore pricing models and best practices in employee and client management. We will also review case studies to reinforce the concepts presented.
Product Code
1000001782-116375
Credit Type
CPE: 4CPE-Non-Technical: 4Intended Audience
Small to medium size firms partners and administrators
NASBA Field of Study
Business Management & Organization
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Client management
- Employee management
- Pricing models
- Partner management
Faculty
Mark Frederick Wille
Mark F. Wille graduated from the University of Southern California with a bachelor’s degree in business administration in 1977 and received his CPA certificate in 1979. Upon completing his education, Wille was employed by Arthur Andersen & Co. as an audit and tax accountant. He later joined one of the largest Southern California commercial real estate brokerage firms as vice president of finance.
More than two decades ago, Wille started a pri...
More about Mark Frederick WilleAdditional Details
This course originally aired on 6/16/2023. The instructor will be available via the chat feature to answer questions during the presentation.