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Author: |
Mike Clark, Wealth Manager & Founder of 3 am Education |
Course Length: |
Pages: 3 ||| Review Questions: 3 ||| Final Exam Questions: 5 |
CPE Credits: |
1.0 |
IRS Credits: |
0 |
Price: |
$14.95 |
Passing Score: |
70% |
Course Type: |
Video - Text |
Technical Designation: |
Technical |
Field Of Study: |
Accounting |
Approved Audience: |
NASBA QAS - NASBA Registry |
Key Takeaways: |
This course helps accounting firms overcome seasonal revenue swings, client turnover, and burnout by teaching strategic growth approaches centered on ideal clients.
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Frequently Asked Questions: |
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Description: |
In today’s rapidly evolving accounting landscape, CPAs are working harder than ever—but often not seeing the growth, profitability, or fulfillment they expected. This dynamic session, Elevating Your Accounting Practice, is designed to help you break free from the grind and build a thriving firm centered around your ideal clients. Whether you’re feeling stuck in seasonal income cycles or overwhelmed by client churn, this course offers a smarter, more strategic approach to scaling your practice with intention. Through real-world examples, industry insights, and practical strategies, you’ll learn how to identify your best clients, package your services for year-round revenue, and let go of low-value work that drains your time and energy. From navigating client segmentation to overcoming the “Solo Syndrome” of doing it all yourself, we’ll walk you step-by-step through the mindset shifts and business moves that top-performing firms are making today. You’ll also explore how to build recurring revenue models, develop strategic partnerships, and structure your firm in a way that supports both your growth goals and your lifestyle. If you're ready to stop surviving tax season and start building a profitable, purpose-driven practice—this session is for you. |
Usage Rank: |
18889 |
Release: |
2025 |
Version: |
1.0 |
Prerequisites: |
None. |
Experience Level: |
Overview |
Additional Contents: |
Complete, no additional material needed. |
Additional Links: |
Internal: CPA Practice Management Courses Online
Internal: Video CPE Courses for CPAs
External: Continuing Education for Tax Professionals
External: Annual Filing Season Program (AFSP)
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Advance Preparation: |
None. |
Delivery Method: |
QAS Self Study |
Intended Participants: |
Anyone needing Continuing Professional Education (CPE). |
Revision Date: |
04-Aug-2025 |
NASBA Course Declaration: |
Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Keywords: |
Elevating Your Accounting Practice (Video) - CPE course for CPAs |
Learning Objectives: |
Course Learning Objectives After completing this course, participants will be able to:
2. Evaluate common growth obstacles that limit CPA firm scalability and efficiency. 3. Apply client segmentation strategies to align services with business goals. 4. Design recurring revenue models through advisory services and value-based packaging. 5. Implement delegation and partnership strategies to reduce burnout and support firm growth. |
Course Contents: |
Chapter 1 - Elevating Your Accounting Practice Chapter 1 Review Questions |
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