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Together Everyone Achieves More (TEAM) In a Post-Pandemic World


This session is for small sized CPA firms. The strategy level content is NOT suitable for non-owners/managers, firms without business clients, or anyone in non-CPA firms. Please ONLY register if you are an Owner in a CPA firm with business clients.
Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 22, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who should attend?CPA - small firm
Course Description

Setting goals for your practice is more than just writing about what you hope for on a piece of paper. Goal setting is a team effort—one that requires a clear set plan, realistic and achievable metrics, and ownership. Following the recent crisis, it is even more important for teams to come together to regroup and reassess those goals in light of the new challenges they are currently faced with.

In this webinar, I’ll share how to engage your team in setting effective goals that will set your practice up for success and beyond in the new economy.

Learning Objectives:

  • Determine how to set clear, concise, intentional, and achievable goals for your practice following the pandemic

  • List steps to get your team involved in the goal-setting process and taking ownership of their goals

  • Recognize the difference between realistic and unrealistic goals during unprecedented times and how to avoid setting the wrong ones for your practice

  • Identify how to create appropriate key performance indicators (KPIs) so you can measure and adjust your goals for success

Not logged

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.

About Our Presenter

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.