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Accounting for Success: 3 Tips for Growing Small Firms

ACCOUNTING FOR SUCCESS: 3 TIPS FOR GROWING SMALL FIRMS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 26, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are you ready to take your small or medium-sized accounting firm to the next level? Join expert practitioner Brian Davis, CPA, CEO of OneStop CPA, and Chris Cromer, Director of Operations at CPA.com, for this insightful webinar. They provide actionable tips and strategies designed specifically to help your firm grow and unlock its full potential in this competitive market.

These tips provide attendees with a deeper understanding of how to leverage technology, deepen relationships, and enhance their branding. Register for this webinar to grow your small to medium-sized firm, differentiate it from the competition, learn more about the newest and most useful accounting technology, enhance firm branding, and deepen client relationships.

Learning Objectives:


  • Distinguish the latest tools and technologies that can give your firm a competitive edge and improve overall performance

  • Describe how to expand your existing client relationships and increase their overall value for your firm

  • Recognize how to effectively market and brand your firm to current and potential clients

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Chris Cromer

CPA.com
Director, Operations
[email protected]
(212) 596-6230

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Chris is a technology expert focused on the domain industry and internet security and helped launch .cpa domains.  He has worked at various Silicon Valley technology companies in various IT roles and has been with CPA.com for over 20 years. 

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From a young age, Brian Davis demonstrated a passion for business and entrepreneurial pursuits, starting with small ventures such as selling candy and mixtape CDs in middle school. After graduating college and gaining experience in public accounting, he became a CPA and now serves clients across various industries, specializing in new and growing businesses.

At 27, he acquired his first rental property, and by 28, he had established his own client base. Now 35, with over 12 years of experience as a tax accountant, he offers proactive tax planning guidance to a diverse range of businesses, from startups to established corporations.

Beyond his professional work, he has dedicated a decade to serving on the Board of Directors of a nonprofit organization in Fort Lauderdale, which provides affordable housing to over 40 families. This involvement has given him unique insights into real estate development and community leadership. As a dedicated CPA, he is committed to sharing his knowledge and experience through free tools, templates, tax tips, and financial insights.

About Our Presenter

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CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.

 

CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.