Work More Efficiently as a Sole Practitioner 2024

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  • Date/Time
    • Feb 4, 2025
    • Sign In: 11:30am (MT)
    • Program: 12:00pm - 1:00pm (MT)
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  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 1.00
  • Credit Type(s)
    • Business Management & Organization (1.00)
  • Prerequisites
    • None

  • Vendor
    • California CPA Education Foundation
  • Level
    • Basic
  • Fields of Study
    • Business Management & Organization

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

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