Date: Nov. 7, 2025
Time: 3 – 4 p.m. PT
$0.00
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Instead of relying on predictable paths, today's up-and-coming firms are busting the idea that you need a huge team, deep pockets, or endless hours to grow. These firms are using fresh approaches to enrich client relationships, scale, and future-proof their business.
Join us as we explore three transformative strategies leveraging operational efficiency, verticalizing, and optimizing client advisory services (CAS)--to illuminate how accounting firms can move beyond your business as usualand set the stage for next-level growth. You'll also get a chance to see how bill pay is a catalyst for all three opportunities with an automated bill pay product demo from BILL. It'll show how you can save time while preparing your practice for new growth opportunities.
Whether you want to streamline your workflows, identify a profitable specialty, or build deeper advisory relationships, you'll walk away with practical steps and momentum to grow.
1000004376-134484
CPAs and financial planning professionals.
Overview
Some knowledge of CAS and billpay
None
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.