Virtual
Work More Efficiently as a Sole Practitioner 2024
Date: Feb. 4, 2025
Time: 11 a.m. – 12 p.m. PT
CPE: 1
Overview
Being your own boss is great, but it comes with added responsibility. This course will outline ways to be your own best client, how to keep your client's problems from becoming your problems, and how to create order out of chaos. The webinar will also touch on technology and how it can help you save time.
Product Code
1000003246-128755
Credit Type
CPE: 1CPE-Non-Technical: 1Intended Audience
CPAs running small firms or as sole practicioners.
NASBA Field of Study
Business Management & Organization
Level of Difficulty
Basic
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Practice management
- Backup and documentation
- Avoiding unnecessary services
Faculty
Jeffrey Ethan Rothman
Jeff Rothman joins the CalCPA cadre with a Bachelor’s of Arts in Economics from the University of California, Davis, and a Masters in Business Administration from the University of Southern California. His professional journey encompasses pivotal roles at reputable accounting firms like Weil, Higashi, Hallal and Ettinger CPAs, and Grey, Bregman and Company CPAs.John's transition to the corporate sector saw him play integral roles at Internatio...
More about Jeffrey Ethan RothmanAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.