EVENT DESCRIPTION

:

These videos were recorded at CPA Ontario’s Practitioner and Tax conference on October 10th-11th, 2018.

THIS 2-PART VIDEO SUITE INCLUDES THE FOLLOWING TITLES:

  • Strategic Guide to Selling Your Accounting Practice
  • Effective Onboarding, Staffing and Outsourcing Practices to Maximize Your Most Important Asset

Strategic Guide to Selling Your Accounting Practice

If retirement is in your five-year plan, this session is for you. Join Daryl Boyd as he answers all of your questions about selling your accounting practice: When is the right time to sell? What are the key elements of a successful deal? And what are the benefits of selling on your own versus using an intermediary? He’ll also go over ways to effect a seamless transition and will discuss the factors that drive practice value up. This session is your chance for a real-world walkthrough on pricing and selling a practice.

Effective Onboarding, Staffing and Outsourcing Practices to Maximize Your Most Important Asset

New staff, new problems? If issues tend to arise when a new hire joins your team, ineffective communication may be to blame. A clear understanding of roles and responsibilities is critical for a smooth transition into a new role. If new staff are consistently falling short of expectations, it may be time to evaluate your onboarding processes. Join Laura Simeoni as she identifies common issues with onboarding, staffing and outsourcing, and suggests ways to improve these processes (and minimize problems) from the get go.