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The Road to Success: Effective Goal Setting for Your Practice

THE ROAD TO SUCCESS: EFFECTIVE GOAL SETTING FOR YOUR PRACTICE

This session is for small sized CPA firms. The strategy level content is NOT suitable for non-owners/managers, firms without business clients, or anyone in non-CPA firms. Please ONLY register if you are an Owner in a CPA firm with business clients
Cost Free
Presentation Length 1.5 hours

Recorded DateNovember 8, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Course Description

Would you go to a new destination without using a GPS or at least asking for directions? I know I wouldn’t! So why would you run your practice without a roadmap to success? And that roadmap starts with effective goal setting.

On this webinar, I’ll break down the different types of goals, how to incorporate them into your practice and how to get your team involved.

Learning Objectives:


  • What are clear and concise goals and the steps to develop them in your practice.

  • SMART Goals are Effective Goals! You’ll learn the different between effective CPA practice goals and unrealistic goals and why you need to know the difference.

  • It’s a TEAM effort!  How to multiply productivity and generate higher growth and profits by involving your team in the goal creation process (this is VITAL to you practice success). 

  • KPIs! A goal cannot be achieved without some way to measure it. During this webinar, I’ll show you which KPIs you need to track and how to adjust your goals for success!

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Salim Omar transformed a struggling practice he started in 1996 with low-paying clients, poor cash flow, and high turnover, into a highly profitable firm with a top-quality team that allows him to work just a few days in a week while his practice continues to grow.

He is the author of the popular book, The Ultimate CPA Practice in the New Economy. In addition, he has been featured in various prestigious publications, such as the CPA Journal and Accounting Today.

About Our Presenter

Cpamg
The premiere marketing and practice management company serving over 8,000 CPAs all over the world.

Salim Omar is a best selling author, thought leader and mentor for CPA firms. He is considered by many as THE “CPA Practice Coach” because he owns and runs a CPA practice so he understands what it takes to create and sustain a successful firm.