PFP25101. From Numbers to Growth: Transform Your CPA Practice into a Business Coaching Powerhouse
In a world where AI is revolutionizing traditional compliance work, visionary CPAs are embracing a powerful new role: Business Growth Coach. This dynamic, ½ day interactive workshop equips you with a proven framework to drive both client success and your own firm's evolution.
You'll engage with real-world case studies and collaborate with peers to master a repeatable growth strategy tool that delivers results. No more "shiny object syndrome," no more strategic paralysis, and no more wondering how to add value beyond tax season.
Key Deliverables:
- A battle-tested framework for identifying and prioritizing growth opportunities (for both your clients and your firm)
- Practical tools to transition from compliance expert to trusted business coach
- Real-world implementation strategies from successful CPA firms who've made this shift
- A collaborative action plan you can implement immediately
- Techniques for building high-value advisory relationships with business owners
Perfect for CPAs who:
- See the writing on the wall with AI and compliance work
- Want to make a bigger impact on their clients' success
- Are ready to move beyond traditional service models
- Value collaboration and innovative thinking
- Seek sustainable, strategic growth for their practice
Learning Objectives:
- Move from advisor/ technician to coach. As knowledge is commoditized by AI, CPAs need a new value proposition. Learning how to engage others and help them find their own answers is key.
- How to ask great questions. The results we get are from the choices we make. The choices we make are from the questions we ask. Come learn how to ask great questions. The kind that inspire others to achieve the best version of themself or their company.
- Bring fresh new growth ideas into your business. Discover the power of community to expand your thinking.
- Experience creativity in action. Consider how you might bring more creativity into your work and firm.
