Learn to Love Accounting Again: Redesign Your Practice for 2024
Join us for a free 1-hour webinar. Kirk Chisholm of Innovative Advisory Group will teach you strategies to create a more efficient and enjoyable Accounting Practice in 2024.
Tuesday, Nov 14th 2023, 1 – 2 PM EST
Join us for a free 1-hour webinar. Kirk Chisholm of Innovative Advisory Group will teach you strategies to create a more efficient and enjoyable Accounting Practice in 2024.
Tuesday, Nov 14th 2023, 1 – 2 PM EST
Meet your hosts
Kirk Chisholm mentors small to mid sized tax advisory firms, fostering growth and best practices. With 24+ years in wealth management, he’s a Principal at Innovative Advisory Group and hosts the Money Tree Investing podcast.
David Snider is the Founder & CEO of Harness. David incubated the company as an executive-in-residence at Bain Capital Ventures. Previously he served as COO & CFO of Compass, a real estate tech company that he helped grow from pre-launch to a valuation of $1.8 billion. He is the author of Money Makers published by Macmillan.
This webinar has passed. Watch the recording.
About the webinar: A dynamic discussion led by Kirk Chisholm, a seasoned wealth manager and mentor to tax advisors. Explore strategies that will help you optimize client mix, price services right, build a thriving community, and boost productivity.
You will gain invaluable insights that will help you transform your accounting practice and enhance client experiences.
About the webinar: A dynamic discussion led by Kirk Chisholm, a seasoned wealth manager and mentor to tax advisors. Explore strategies that will help you optimize client mix, price services right, build a thriving community, and boost productivity.
You will gain invaluable insights that will help you transform your accounting practice and enhance client experiences.
What we discussed:
Optimize Your Client Mix
Learn how to identify and manage clients that truly benefit your business. Discover strategies to save time, avoid burnout, and replace low-value clients with high-impact ones.
Service Pricing
Navigate the evolving landscape of tax advisory services. Explore techniques to diversify offerings, enhance client experiences, and set pricing that reflects the true value of your expertise.
Building a Community
Strike a balance between independence and connection. Gain insights from Kirk’s experience in community-building for independent practitioners and discover how Harness incorporates community-building into its services.
Related reading
Accounting Advisory Services: A Comprehensive Guide for CPAs
Dive into Accounting Advisory Services with this in-depth guide for CPAs. Venture beyond tax preparation into strategic financial planning and estate management, unlocking new avenues for practice growth with Harness's practice management platform.
Growing Your New Tax Firm: Strategies for Client Acquisition and Retention
From understanding client ownership and ethics to exploring strategies for growth, this guide will walk you through attracting and retaining clients for your new accounting firm.
Maintaining A Community When Charting Your Own Path as a Solo CPA
From industry events to online communities, discover how to build and nurture a robust professional network that supports and enriches your solo CPA journey.
