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:

• Identify how to engage others and help them find their own answers, moving from advisor/ technician to coach.
• Identify how to ask questions that inspire others to achieve the best version of themselves or their company.
• Use the power of community to expand your thinking.
• Identify how you might bring more creativity into your work and firm.