Elevating Your Accounting Practice (Video) (Course Id 2608)

• Who is this course for?
  Designed for CPAs, accountants, and other finance professionals seeking CPE credit—especially those managing or building an accounting practice.

• What is this course about or what problem does this course solve?
  Elevating Your Accounting Practice helps accounting firms overcome challenges like seasonal revenue swings, client turnover, and burnout by teaching strategic growth approaches.

• How can the knowledge from this course be used?
  Participants learn to spot high‑value clients, segment services, package offerings for recurring revenue, delegate effectively, and form partnerships to improve profitability and balance.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It provides practical business development and operational strategies that help move a firm beyond compliance-focused work toward sustainable, high-margin advisory services.

• When is this course relevant or timely?
  Released in 2025 and updated as of August 2, 2025, the content is current and timely for professionals adapting to evolving business models and client expectations.

• How is a course like this consumed or used?
  Delivered as a NASBA‑approved QAS self‑study (video and text), with review questions and a final exam. Upon scoring 70% or higher within one year of purchase, the 1.0 CPE credit is awarded.

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.

Video - NASBA QAS - Text - NASBA Registry - 2608

Course Learning Objectives

1. Identify key traits of high-value clients to improve long-term profitability.
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.

Chapter 1 - Elevating Your Accounting Practice

Chapter 1 Review Questions