CPA - small firm
CPA - medium firm
In order to deliver advisory services, you must find the capacity to first learn and then apply new concepts in your practice. You will need to make time in order to go deeper with individual clients. In this session, you will learn about ways to create capacity throughout your practice. We will start with onboarding new clients and work through decisions you can make about your current clients. Leave this session with insights into having the kind of practice that enables you to create the life of your dreams.
Learning Objectives:
- Evaluate your current practice
- Identify ways to leverage automation to free up more capacity
- Recognize how to become more selective about the types of services you want to deliver
Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.
She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.
She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
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