Across the profession, firms are facing tremendous opportunity yet have limited capacity to capitalize on it. Capacity-building strategies are available but take precious time and resources to plan and implement. There is, however, one strategy that everyone can implement immediately to significantly improve capacity before their next busy season – reducing your firm’s client load. Together, we’ll explore the reasons to take this on and share tried and true strategies to support a more successful client reduction initiative.
A client reduction strategy isn’t easy yet it’s the fastest way to create capacity while demonstrating your commitment to improve the work life of your increasingly weary team members. Leave this session prepared to expand your capacity immediately!
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
After attending this presentation you will be able to…
The major topics covered in this class include:
Leaders and influencers across all practice areas of the firm, operational leaders
This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.