Welcome to CPAPlus ¬†Network
CPAPlus Network is a national peer-to-peer network of small CPA firms, formed to exchange best practices specific to our challenges and culture. Through the collective expertise and experiences of firms from across the country, we are effectively overcoming specific challenges many of us face.
The Network was created by CPAs for CPAs as a resource for improving efficiencies and increasing revenue. By sharing best practices and pooling our experience, we have been able to produce effective systems and tools without the high cost of traditional peer groups.
"Virtual Regional Meetings"
CPAPlus Network will be holding 2 ‚ÄúVirtual‚ÄĚ Regional Meetings in the first half of August.¬† We will be covering the same topics discussed in the first round of regional meetings, but in a condensed, 3 hour format.
The virtual meetings will be available to all current members, so if you were unable to attend an in-person regional meeting or you attended but would like to revisit the topics, join us.
The two meeting times are:
Thursday, August 3, 12PM-3PM Eastern
Wednesday, August 9, 9AM-12PM Eastern
In order to schedule, please contact Janette Phillimore at firstname.lastname@example.org or 925.917.0752.
Topics are as Follows:
Leadership:¬† Rethinking Client Planning - Traditionally, we've been taught to build engagements around clients' core work and, at times, what they see as their goals.¬† Times have changed, and clients no longer see this as being worth premium fees.¬† Learn how to build engagements--whether they are one-off consulting projects or ongoing PSAs--around the two dynamics that every client is seeking.¬† The result? You are now the hero, and this is reflected in your billing.
Practice Management:¬† Remote Dynamics - It's difficult to try to keep up with the changes in culture and business.¬† While often overwhelming, these shifts also create opportunities to build more leveraged practices and have more of a work-life balance than ever before. Today's CPA practice can operate as partially, or even fully remote, without sacrificing client relationships.¬† Learn how this can open up possibilities for more talented employees, more effective collaboration and balance in and out of the practice.
Coaching:¬† Creating Client Engagement - The faster we can bring to the surface what's really important to clients (hint: not the numbers), the easier it is to build transformative engagements and client dependence.¬† Deb Corey, who has been coaching entrepreneurs for years, discusses the necessary adjustment of mindset, along with practical techniques for accomplishing this.
Again, to schedule, please contact Janette Phillimore at email@example.com or 925.917.0752.
*It is CPAPlus Network policy that if a member is not satisfied with a network function that he or she has attended, a full refund or an additional credit may be granted, no questions asked.¬† For more information regarding administrative policies such as complaints, please contact Janette Phillimore at 925-917-0752 or firstname.lastname@example.org.