CPE Course Information
General Information
| Course Number: | 0206122 |
| Course Title: | Jennings-TaxSpeaker Practice Management |
| Description: | Was tax season 2022 your most difficult and least profitable seasons in recent memory? What will you change for 2023 to improve it? As one of the most challenging courses ever taken, we jump right in to changing the outmoded and old-fashioned billing practices many firms use. With letters, real-life experiences from having sold 3 self-built CPA firms and bought over 20 smaller firms and practical guidance honed from dozens of mistakes we show you how to grow and operate a small firm efficiently and profitably while dealing with clients and employees. Designed specifically for firms with fewer than 20 professionals, this class includes the rarely available "Exit Strategies" course about how to buy, sell, and merge a firm, and add a partner. We begin by analyzing how much you make and how much you should me charging, based on your opinions. We then address competition, growth and most importantly, efficiency tools, moving to employees and ending with exit strategies. |
| Speaker: | Bob Jennings CPA, EA |
| Knowledge Level: | Basic |
| Sponsor: | PSTAP - Buxmont Chapter |
| Date: | 06/20/2022 |
| Number of Days: | 1 |
| Location: | Trevose, Radisson Hotel Philadelphia Northeast |
| Address: |
2400 Old Lincoln Highway 1/4 Mile South of PA Turnpike Interchange 351 Trevose, PA 19053 |
| CPE Credits: | 8 Credits Other |
| Host Chapter(s): | Buxmont |
| Meal: |
Day 1 Choices Chicken Wrapped w/Proscuito in Roasted Tomato Sauce Grilled Salmon w/Mustard & Dill Sauce (Veg. option) Apple Craisin Walnut Salad |
Registration Information
| Registration Begins: | 7:00 a.m. |
| Start Time: | 8:00 a.m. |
| End Time: | 4:30 p.m. |
Early Bird Pricing
| Early Bird Deadline: | 06/06/2022 |
| PSTAP Member Rate: | 210.00 |
| Non-Member Rate: | 290.00 |
Pricing
| PSTAP Member Rate: | 255.00 |
| Non-Member Rate: | 290.00 |
Cancellation Policy
| Cancellations received after June 14 , 2022 will be refunded less a $25 service fee. No show, no refund. No exceptions. |
Additional Information
| Directions to all CPE Locations |
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