This webinar will be held on Wednesday, May 6 at 2:00pm ET
Sponsor: 8amCPACharge
Duration: 1 Hour
This isn’t about cutting costs for the sake of cutting costs. It’s about visibility. Cash flow confidence. Smarter forecasting. And fixing the operational blind spots that quietly erode margins over time.
If you’re feeling busy but not fully clear on the numbers, this session will help you reconnect activity to profitability, and replace uncertainty with a plan. Because resilient firms don’t just react to market shifts. They prepare for them.
Learning Objectives:
- Identify early indicators of financial stress within an accounting firm, including revenue trends, expense pressures, and client payment behavior.
- Analyze common profitability and operational blind spots that negatively impact firm margins during periods of economic uncertainty.
- Evaluate cash flow management and forecasting approaches that improve financial predictability and decision-making
- Determine actionable steps to strengthen their firm’s economic resilience and sustain profitability during market shifts.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Hour per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented By:
Meet Kelley Brubaker, CPA. As the owner of Profit Scale Thrive—an Akron, Ohio-based accounting and advisory firm, she partners with law firm owners so they achieve overflowing profits, scaled growth, and thriving lives. As a Fractional CFO, Kelley helps clients understand their numbers, focus on the metrics that matter, spot areas for improvement, celebrate successes, and create effective strategies to increase profitability and reach the firm’s goals. Kelley’s first step with new clients? Encouraging them to break up with their Profit & Loss Statement because she knows there are better ways to manage a law firm.
Brittany Hoffmann is the Webinar Program Specialist at 8am, where she has led the company’s webinar initiatives for more than two years. With a background in supporting legal professionals, Brittany is passionate about creating engaging, impactful programs that help law firms and legal experts thrive. She brings both experience and enthusiasm to connecting professionals with the insights and tools they need to succeed.
Moderated By:
Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O’Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.
8am is the professional business platform purpose-built to help lawyers, accountants, and other experts deliver world-class outcomes for their clients and their firms.
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 isaac.obannon@cpapracticeadvisor.com.
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