Webinar: Simplifying Your Firm for Greater Impact

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Building Your Accounting Firm for the Life You Want: A Free Webinar

Join us for an enlightening webinar on Tuesday, August 6, 2024, at 1:00pm ET, sponsored by Canopy Software and lasting for one hour. This session is designed to provide accountants with practical, actionable advice on shaping their firms to better support their personal and professional aspirations.

Webinar Overview:

Date & Time: Tuesday, August 6, 2024, at 1:00pm ET
Sponsor: Canopy Software
Duration: 1 Hour
Program Level: Basic
Prerequisites: None
Field of Study: Business Management and Organization
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1 Credit per 50-Minute Session
Registration: Free, Register Online

What You Will Learn:

  • Strategies to eliminate process inefficiencies
  • Simplifying your firm to concentrate on profitable and enjoyable areas
  • Optimizing your technology stack
  • The advantages of creating a lifestyle firm for employee retention and recruitment

Presenters:

  • Darren Root, CPA.CITP. CGMA, a leading figure in the tax and accounting industry, founder of Rootworks and Better Everyday, and author of several influential books.

  • John Mitchell, a motivational speaker with over 25 years of experience across various sectors, known for his engaging storytelling and practical advice.

Moderated by:

  • Gail Perry, CPA, editor-in-chief of CPA Practice Advisor, author, and experienced speaker in the accounting field.

This webinar is part of CPA Practice Advisor’s commitment to providing valuable, independent information on technology and practices to accounting and tax professionals. We extend our gratitude to Canopy for supporting this educational opportunity.

About Our Sponsor:

Canopy is a comprehensive practice management solution designed to help accountants streamline operations and grow their firms. With features including client engagement, document management, and billing, Canopy is trusted by thousands of firms and adheres to the highest security standards.

For more information on CPE credits and to register for this transformative webinar, visit our website. Don’t miss this chance to learn from industry veterans how to align your accounting firm with the life you envision.

Unlock the Secrets to a Thriving Accounting Firm with Canopy Software’s Upcoming Webinar

In an era where the accounting profession is rapidly evolving, professionals are constantly seeking ways to streamline their operations, enhance profitability, and improve employee satisfaction. Addressing these pivotal needs, Canopy Software is proud to announce a transformative webinar scheduled for Tuesday, August 6, 2024, at 1:00 pm ET. This one-hour session promises to equip participants with practical, actionable strategies to reshape their accounting practices into thriving, lifestyle-supporting businesses.

Expert Guidance at Your Fingertips

The webinar will feature insights from two of the accounting industry’s most respected figures, Darren Root and John Mitchell. With decades of combined experience, Root and Mitchell are well-equipped to guide attendees through the intricacies of modernizing and simplifying their accounting firms.

Darren Root, a CPA, CITP, CGMA, and a visionary in the tax and accounting field, is the mastermind behind Rootworks and Better Everyday. His contributions to the industry, including authoring pivotal books like "The Intentional Accountant" and "The E-Myth Accountant," have cemented his status as a leading thought leader. Root’s extensive experience and innovative approach make him an invaluable resource for webinar attendees.

John Mitchell brings a unique perspective to the table, with a rich background that spans business ownership, creative direction, and motivational speaking. His ability to inspire and cultivate irresistible company cultures has transformed numerous organizations, making his insights particularly relevant for accounting firms aiming to enhance employee retention and satisfaction.

What You’ll Learn

This webinar is designed to provide participants with a roadmap to:

  • Eliminate inefficiencies and streamline processes within their firms.
  • Focus on the most profitable and enjoyable aspects of their practice.
  • Optimize their technology stack for better performance and ease of use.
  • Create a firm culture that supports a desirable lifestyle, benefiting both owners and employees.

Why Attend?

In addition to the invaluable insights from Root and Mitchell, the webinar offers a unique opportunity for accounting professionals to earn 1 CPE credit, furthering their professional development. The session is ideal for practitioners at all levels, requiring no prerequisites or advance preparation.

Registration and Sponsorship

Registration for this must-attend event is open and completely free, thanks to the generous support of Canopy Software. Canopy is renowned for its comprehensive practice management solutions, helping over 3,000 accounting firms achieve operational excellence and security.

A Mission-Driven Webinar

This webinar is part of CPA Practice Advisor’s ongoing mission to deliver unbiased, independent information on the latest technologies and strategies available to public accountants and tax professionals. Moderated by Gail Perry, editor-in-chief of CPA Practice Advisor, the session promises to be an enlightening experience for all attendees.

Don’t miss this opportunity to transform your accounting firm into a more profitable, enjoyable, and lifestyle-supporting business. Register today and take the first step towards a brighter future for your practice.

For more information and to register, visit [Webinar Registration Page].

Special Note: CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education. Complaints or questions regarding this or any educational session can be directed to Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.