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Firm Management

Webinar: Growing Your Bookkeeping or Accounting Firm: A Roadmap to Success

This course offers a roadmap for starting and continuing to grow your own accounting or bookkeeping firm, with a focus on scalability and efficiency from the outset.

This webinar will be held on Tuesday, June 11, 2024
Sponsor: Canopy Software
Duration: 1 Hour

CPE Course Description:

This course offers a roadmap for starting and continuing to grow your own accounting or bookkeeping firm, with a focus on scalability and efficiency from the outset. Learn how to shape your business for long-term success, navigating through the crucial early stages and implementing effective growth strategies.

Course Overview:

Starting and growing your own accounting or bookkeeping firm can be both exciting and daunting. This course provides a comprehensive roadmap, offering you the freedom to shape your business while ensuring it is scalable and adaptable to changes, guaranteeing long-term success. Whether you’re starting a new firm or aiming to enhance an existing practice, this course will guide you in establishing efficient systems and processes that support both immediate and future growth.

Key Focus Areas Include:

  • Goal Setting and Business Planning for Your Practice:: Before you launch, it’s essential to have a clear plan in place. Brittany will cover how to define your business vision, set achievable goals, and identify the initial steps to take your firm from concept to operation.
  • Implementing Efficient Systems and Processes: Setting up streamlined, efficient systems from the start are crucial. We’ll explore how to establish operational workflows, financial management practices, and client handling procedures that save time and scale as your business grows.
  • Choosing the Right Technology: Discover the essential tech tools for modern accounting practices, from accounting software to client communication platforms, that will ensure your operations are efficient and professional.
  • Building a Strong Foundation for Growth: As your firm expands, you’ll need strategies to manage growth sustainably. Brittany will discuss how to prepare for future hiring, expand service offerings, and scale up operations without compromising service quality.
  • Marketing Your Firm: Discover straightforward marketing strategies to help you build your brand and attract clients, focusing on practical approaches like digital marketing, networking, and community involvement.

Who Should Enroll:

This course is ideal for both aspiring entrepreneurs and seasoned accounting professionals, whether you’re planning to start your own firm or expand an existing solo practice. It’s perfect for those looking to turn professional skills into a thriving business, or simply aiming to make their operations more adaptable and efficient. If you seek to increase your firm’s capacity without sacrificing quality or personal life balance, this course will equip you with the knowledge and tools needed to confidently start and grow your firm.

Join us to navigate the initial challenges of starting a business and to discover how scaling your accounting or bookkeeping firm can be a realistic and rewarding endeavor. This course will help you lay a strong foundation for success, setting the stage for increased revenues, better client service, and a more fulfilling professional experience.

Program LevelBasic
Field of StudyBusiness Mgmt and Organization
Advance Preparation NeededNone
Delivery MethodGroup Internet-Based
Recommended CPE Credit1 Credit Per 50-Minute Session
Registration InstructionsRegister Online

Presented By:

Brittany Malidore is the Co-Founder and Managing Partner of Ledgerly Consulting, a boutique accounting and advisory firm based in Seattle, Washington and Nashville, Tennessee, serving clients across the country. Her expertise and in-depth approach to supporting clients were developed for more than a decade as she led and scaled other regional and national outsourced accounting practices.
After too many years of being told she’d never make it in the accounting world as a woman and a mom, Brittany blazed her own trail by co-founding Ledgerly Consulting, where she leads a powerhouse team of problem solvers and accounting alchemists.
Brittany was a proud recipient of the 2017-2018 Washington Society of CPAs’ Rising Star Award, the 2015 Distinguished Graduate Award, and was selected as one of the 2023 Ignition Top 50 Women in Accounting. Outside of work, Brittany enjoys spending time with her five children and constructing a getaway home in Washington State with her husband.

Moderated By:

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including For DummiesThe Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), 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 Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:

Canopy is the firm-wide operating system that helps accountants build the firm they’ve always wanted. Canopy’s fully integrated practice management solution includes client management, document management, workflow, time & billing, engagements & proposals, and more. Trusted by over 3,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at

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: For more information regarding administrative policies please contact Isaac O’Bannon at