This event was originally held on November 18, 2021 and is now available for on demand viewing.
This archived version no longer qualifies for CPE, but please click below to register and view the event
Duration: 1 Hour
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The professional service landscape is quickly changing from one measured by hours to one measured by results. Clients want maximum value for their money, forcing firms to work smarter and more proactively than ever before. Industries that rely heavily on billable hours to maintain their revenue must make a mental switch on what they perceive as value to their clients if they are to stay competitive, profitable, and thrive during uncertain times.
Join us in a presentation by Geni Whitehouse, CPA, CITP, CSPM, co-founder of Solve Services, founder of the TheImpactfulAdvisor.com and accounting industry keynote speaker and influencer. Geni will discuss how to implement some of the best practices to drive better results and deliver more value to your clients. In addition, Geni will demonstrate ways to rethink the way you have been working so that you can stop managing hours and free your staff from the mundane activities that are holding them back. And finally, Geni will show you how easy it is to harness.
In this webinar you will:
* Learn concrete ways to apply some of the leading, forward-thinking concepts in your own practice.
* Understand the important key performance indicators and how they apply to your firm.
* Know the difference between measures after the fact and measures that inspire and inform your team.
* Create an actionable game plan for making next year your best year yet.
Program level: Basic (no prerequisites required).
Field of Study: Management Services
Receive 1 hour of free CPE credit for participating in this live webcast.
Geni Whitehouse CPA
The Impactful Advisor
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
CPA Practice Advisor
Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.
This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.
Special thanks to our sponsors for supporting this educational session:
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110