Work More Efficiently as a Sole Practitioner 2024

Overview

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.

Highlights

• Practice management
• Backup and documentation
• Avoiding unnecessary services

Prerequisites

None

Designed For

CPAs running small firms or as sole practicioners.

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

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.