Virtual
Practice Management Bootcamp 2025
Date: April 17, 2025
Time: 8:30 a.m. – 12 p.m. PT
Member
$235.00
Nonmember
$309.00
Members, log in to access your discount.
Overview
In just one power-packed morning, you’ll learn from industry experts who will share proven strategies for practice growth, from developing a natural sales process to building advisory services and mastering exit planning. Whether you’re looking to attract more ideal clients, expand your service offerings, or enhance your practice value, you’ll walk away with concrete tools and frameworks you can implement right away to transform your practice and boost your bottom line.
Product Code
1000003850
Credit Type
CPE: 4CPE-Non-Technical: 4Format
Virtual
Intended Audience
This bootcamp is designed for CPAs and accounting professionals who want to grow their practice, attract ideal clients, expand service offerings, and maximize their firm’s value.
NASBA Field of Study
- Management Services
- Specialized Knowledge
Level of Difficulty
Intermediate
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Learn effective strategies to grow their practice and increase profitability
- Develop a natural sales process to attract and convert ideal clients
- Understand how to build advisory services to differentiate their firm
- Gain insights into exit planning to enhance long-term practice value
- Walk away with concrete tools and frameworks they can apply immediately
Agenda
8:30 – 8:31 a.m. PT
Welcome Remarks
8:31 – 9:20 a.m. PT
How to Develop a Lucrative Practice
This session will break down the sales funnel system that every CPA should know so that they remain excited about the profession all while building a successful practice. This will be accomplished with a 10-step sales process that doesn’t feel like selling.
Speaker(s)
Greg Rodriguez
9:20 – 10:10 a.m. PT
Do You: Cultivating Your Authentic Brand (In a Highly Regulated Industry)
Your brand is much more than a logo. Your brand is a reflection of you who are authentically, the values you run your practice by, and the countless ways in which you impact your clients. Most importantly, it’s what makes you and your firm uniquely memorable in a highly competitive industry. Because of this, cultivating and harnessing your brand is one of the most powerful business and marketing moves you can make. During this session, learn how successful advisors have discovered and leveraged their authentic brands to differentiate their firms, attract more of the right prospects, and level up their impact.
Speaker(s)
Darcy Ripple
10:10 – 10:20 a.m. PT
Break
10:20 – 11:10 a.m. PT
Add Cash Management to Your Fractional CFO Toolkit
Take your advisory and fractional CFO services to the next level by integrating cash flow management as a core offering. This session will cover the key differences between consulting, advisory, and implementation, and how to determine the best fit for your practice. You’ll also discover how cloud-based tools can boost efficiency and enhance client communication, plus the best pricing and service delivery practices.
Speaker(s)
Blaine Bertsch
11:10 a.m. – 12 p.m. PT
Poised for Exit: An Advisers Guide to Exit Planning
This session will address the following financial adviser questions about exit planning: How can I engage my owner clients in the conversation about exit planning? Who are the other advisers I need to help my clients exit well? What are the best methods for professional collaboration in an exit situation?
Speaker(s)
Julie Keyes
Faculty
