ENG22SS05. Building the CPA Firm of the Future, presented by Avantax

To submit a question or participate in polling, click the link above. Chances are you do a lot more than just taxes for your clients. Join Bob Carey, CPA, and learn how you can reimagine your practice for the future and increase your revenues.

Learning Objectives:

  • Recognize how to set your practice up to offer holistic financial services
  • Identify how to Increase client retention and strengthen long-term relationships
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Business Management & Organization
Level
Basic
Advanced Preparation
None
Speakers
Image of Laurie Stack

Laurie Stack

VP of Business Development
Avantax
Image of Bob Carey

Bob Carey

CPA
Wealth Advisor, CPA
Carey & Hanna Tax & Wealth Planners