Solving for Staff Shortages & Work Exhaustion in the CPA Profession
Presenter
Jason Glisczynski,
CEO, Principal Advisor
Overview
This presentation delves into four crucial areas of practice management, addressing the current challenge of staff shortages and work exhaustion within the CPA profession. We will explore:
- Segmenting Your Book of Business: Implementing a strategy for client attention that is fair but not equal.
- Finding More Revenue from Existing Clients: Enhancing revenue through Client Accounting and Advisory Services (CAAS) and moving up market.
- Project or Value-Based Vs. Hourly Billing: Transitioning to a billing model that benefits both firms and clients.
- Operational Efficiency: Streamlining operations for maximum effectiveness and minimum burnout.
Each segment is designed to provide actionable insights and strategies drawn from industry best practices and the latest trends.
