May Education Session: Start Strong, Annual Planning for Independent Accounting Firms
May 13 @ 2:00 pm
This session provides guidance on annual planning for independent accounting firms, including budgeting strategies, setting firm goals, and selecting technology tools. Participants will explore methods to increase efficiency and strengthen practice performance.
Delivery Method: Live webinar
Learning Objectives:
- Establish a firm budget and financial planning cycle.
- Set measurable annual practice goals.
- Evaluate technology platforms for workflows.
- Integrate planning tools into firm operations.