Capacity Issues? Right-size Your Client Base


Hosted by CPA Crossings

Thursday, August 11, 2022 from 10:00am - 11:40am CT


Join Jennifer Wilson and Renee Moelders for a 100-minute session to expand your capacity immediately!

The cost is $79 per participant. Click Here to Register


Session Description:

A client reduction strategy isn't easy yet it's the fastest way to create capacity while demonstrating your commitment to improve the work life of your increasingly weary team members. Leave this session prepared to expand your capacity immediately!

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

After attending this presentation you will be able to:

  • Recall the six reasons why culling is the right strategy for your firm, your leaders, your team members, and even your clients
  • Recognize how to get started quickly and impactfully with timing and an approach that honors relationships with long-standing clients
  • Identify strategic communication strategies and consistent position statements to protect your brand and reputation in your communities
  • Indicate potential barriers that might get in the way of a culling initiative and how to proactively overcome them
  • Leave this session with ideas you can implement immediately to ensure that the spring busy season is highly productive, positive and successful!

To download a copy of our Frequently Asked Questions and to learn more about our new webinar partner, CPA Crossings, click here.


    Learning Objectives:

    After attending this presentation you will be able to...

    • Recall the six reasons why culling is the right strategy for your firm, your leaders, your team members, and even your clients
    • Recognize how to get started quickly and impactfully with timing and an approach that honors relationships with long-standing clients
    • Identify strategic communication strategies and consistent position statements to protect your brand and reputation in your communities
    • Indicate potential barriers that might get in the way of a culling initiative and how to proactively overcome them

    Program Content:

    The major topics covered in this class include:

    • The persistent forces of change driving capacity issues
    • Seven sins of delegation
    • Outsourcing, offshoring, and fractional work and how firms are overcoming traditional barriers to implement them
    • How work segregation and firm-wide scheduling can build capacity
    • Non-traditional capacity ideas
    • Strategies to cull clients successfully

    Who Should Participate:     Leaders and influencers across all practice areas of the firm, operational leaders  
    Instructional Delivery Method:     Group internet based  
    CPE Credits:     2  
    NASBA Fields of Study:     Business Management & Organization  
    Prerequisites:     None  
    Advanced Preparation:     None  

      

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