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Firm Management

Webinar: The Power of Simplifying your Firm

With so many new features, automation technologies and firm modernizations coming out in 2024, Tax & Accounting professionals have a lot to keep up with. Join SafeSend for an informative webinar where we press pause on all these notifications and break it down.

This webinar will be held on Tuesday, August 6, 2024 at 1:00pm ET
Sponsor: Canopy Software
Duration: 1 Hour

This webinar, featuring Darren Root and John Mitchell, long-time accounting profession leaders, will give easy-to-implement guidance around how to build your accounting firm to support the life you want to live.In this webinar, you’ll learn:

  • How to remove friction from your processes
  • How to simplify your firm to focus on the areas that are most profitable and that you enjoy
  • The best way to simplify your tech stack strategy
  • How building a lifestyle firm will benefit your employees and lead to greater retention and easier hiring
Program LevelBasic
PrerequisitesNone
Field of StudyBusiness Management and Organization
Advance Preparation NeededNone
Delivery MethodGroup Internet-Based
Recommended CPE Credit1 Credit per 50-Minute Session
Registration InstructionsRegister Online
CostFree
Complaint Resolutioneditor@cpapracticeadvisor.com

Presented by:

Darren Root, CPA.CITP. CGMA is a distinguished thought leader in the tax and accounting industry, renowned for his transformative contributions and innovative insights. As the founder of Rootworks and Better Everyday, Darren has dedicated his career to helping accounting firms achieve excellence and continuous improvement. He is the author of influential books such as “The Intentional Accountant” and “The E-Myth Accountant” and has been recognized on Accounting Today’s Most Influential People in Accounting list and CPA Practice Advisor’s Top Thought Leaders list for many years. As a columnist for INC magazine, CPA Practice Advisor, and Accounting Today, Darren shares his knowledge and insights with a broad audience, guiding firms and entrepreneurs through the complexities of the modern business landscape. Darren has been married to his wife Michelle for over 40 years and is the father of three grown children and has five grandchildren.

For over 25 years John Mitchell has been motivating and inspiring corporate and non-profit audiences with a unique blend of creative story-telling and practical, down-to-earth conversation. With experience as a business owner, a creative director, a lead pastor, a keynote speaker, a podcaster and a government contractor. John’s diverse professional career has brought him the experience and perspective to inspire small business leaders to create irresistible company cultures and their teams to love their jobs. John’s podcasts have attracted a large national audience and have given him an opportunity to influence the lives and work of many listeners. He is a seasoned communicator who has been integral in developing content and inspiring company cultures for over two decades. John lives with his wife Risha and children London and Reece in Bloomington Indiana.

Moderated by:

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For DummiesThe Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:

Canopy is the firm-wide operating system that helps accountants build the firm they’ve always wanted. Canopy’s fully integrated practice management solution includes client engagement, document management, workflow, time & billing, engagements & proposals, and more. Trusted by over 3,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at https://www.getcanopy.com/.

CPA Practice Advisor 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.