CPA - medium firm
Are you ready to take your small or medium-sized accounting firm to the next level? Join expert practitioner Brian Davis, CPA, CEO of OneStop CPA, and Chris Cromer, Director of Operations at CPA.com, for this insightful webinar. They provide actionable tips and strategies designed specifically to help your firm grow and unlock its full potential in this competitive market.
These tips provide attendees with a deeper understanding of how to leverage technology, deepen relationships, and enhance their branding. Register for this webinar to grow your small to medium-sized firm, differentiate it from the competition, learn more about the newest and most useful accounting technology, enhance firm branding, and deepen client relationships.
Learning Objectives:
- Distinguish the latest tools and technologies that can give your firm a competitive edge and improve overall performance
- Describe how to expand your existing client relationships and increase their overall value for your firm
- Recognize how to effectively market and brand your firm to current and potential clients
Chris Cromer
CPA.com
Director, Operations
[email protected]
(212) 596-6230
Chris is a technology expert focused on the domain industry and internet security and helped launch .cpa domains. He has worked at various Silicon Valley technology companies in various IT roles and has been with CPA.com for over 20 years.
From a young age, Brian Davis demonstrated a passion for business and entrepreneurial pursuits, starting with small ventures such as selling candy and mixtape CDs in middle school. After graduating college and gaining experience in public accounting, he became a CPA and now serves clients across various industries, specializing in new and growing businesses.
At 27, he acquired his first rental property, and by 28, he had established his own client base. Now 35, with over 12 years of experience as a tax accountant, he offers proactive tax planning guidance to a diverse range of businesses, from startups to established corporations.
Beyond his professional work, he has dedicated a decade to serving on the Board of Directors of a nonprofit organization in Fort Lauderdale, which provides affordable housing to over 40 families. This involvement has given him unique insights into real estate development and community leadership. As a dedicated CPA, he is committed to sharing his knowledge and experience through free tools, templates, tax tips, and financial insights.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.
CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.
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