Description
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.
Presenters - Jeffrey Ethan Rothman
Designed For
Designed For: CPAs running small firms or as sole practicioners.
Role Level - Entry-level/Individual contributor;Manager/Senior Manager;Sole Practitioner
Objectives
- Determine how to prioritize what's important
- Recognize your strengths and non-strengths, and how to support them
- Identify problem areas for your practice
Highlights
- Practice management
- Backup and documentation
- Avoiding unnecessary services
Advanced Prep
None
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Leaders
CALCPE Panel
No Biography Available