Content Provider
Cpamg
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Three Strategies to Conquer Staff Shortages and Drive Success

THREE STRATEGIES TO CONQUER STAFF SHORTAGES AND DRIVE SUCCESS

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 11, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are you tired of working long hours in your CPA practice and feeling overwhelmed? Do you struggle to find reliable help and wish for a better work-life balance? Does a lot of your time and energy go toward training and retaining your team? You aren't alone. Talent shortage is a real thing, and many indications show that it is not going to get any better anytime soon.

Join us for a special webinar with Charles McKissick of Unison Globus where attendees will learn how the most successful firms are utilizing outsourcing strategies to overcome task overwhelm, reduce production costs, and fast-forward internal processes. Attendees will discover a safe and secure way to outsource while protecting sensitive data and gaining client confidence.

Don't miss this opportunity to reduce the number of hours you work, increase the net profit of your firm, and take your practice to new heights.

Learning Objectives:


  • Recognize how successful firms leverage outsourcing to break free from task overwhelm and achieve better work-life balance

  • Identify the benefits of outsourcing in terms of cost reduction, improved productivity, and increased efficiency

  • Evaluate practical techniques to cut production costs in half by avoiding expenses related to payroll taxes, vacations, sick time, benefits, and physical resources

  • Determine how outsourcing can impact your firm's bottom line and increase profitability

  • Identify the biggest mistakes that firms make when it comes to outsourcing

  • Name insights and strategies to streamline operations, enhance client service, and attract high-value clients

  • Give examples of how to build a resilient and sustainable CPA firm by harnessing the power of outsourcing

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Cpamg

Salim Omar transformed a struggling practice he started in 1996 with low-paying clients, poor cash flow, and high turnover, into a highly profitable firm with a top-quality team that allows him to work just a few days in a week while his practice continues to grow.

He is the author of the popular book, The Ultimate CPA Practice in the New Economy. In addition, he has been featured in various prestigious publications, such as the CPA Journal and Accounting Today.

Linkedin

Charles McKissick

Unison Globus
Head of Business Development and Customer Experience
[email protected]
(647) 929-1674

Unisonglobus

As a former CPA, Charles understands the opportunities and challenges you face running a professional practice in today's ever-changing environment. For over 30 years he has worked in various accounting and investment industry roles supporting individuals and businesses to provide exceptional results for their clients while growing revenue both top and bottom line in a balanced fashion with the ultimate goal of enjoying more from their lives.

Charle's mission at Unison Globus is to be your preferred global partner providing dedicated staffing and technical support working in UNISON working with you to meet and exceed your client’s accounting, payroll, tax compliance, and tax planning needs!

About Our Presenter

Cpamg
The premiere marketing and practice management company serving over 8,000 CPAs all over the world.

Salim Omar is a best selling author, thought leader and mentor for CPA firms. He is considered by many as THE “CPA Practice Coach” because he owns and runs a CPA practice so he understands what it takes to create and sustain a successful firm.