Welcome to CPAPlus Â Network
CPAPlus Network is a national peer-to-peer network of small CPA firms, formed to exchange best practices specific to our challenges and culture. Through the collective expertise and experiences of firms from across the country, we are effectively overcoming specific challenges many of us face.
The Network was created by CPAs for CPAs as a resource for improving efficiencies and increasing revenue. By sharing best practices and pooling our experience, we have been able to produce effective systems and tools without the high cost of traditional peer groups.
2017 Regional Meetings - Round 2!
Dates, locations and topics have been set for the second round of 2017 regional meetings.Â Each meeting will run from 9AM-3PM local time, and consist of the following topics:
Client Engagements:Â From Transactional to Transformative (2 hrs) â€“ This discussion is built around a recent professional service agreement (PSA) from a group member.Â We will analyze and discuss the various stages of turning a tax-only client into a year-round engagement consisting of core work, consulting and coaching.Â This includes positioning for important conversations beyond the core work, bringing the clientâ€™s issues to the surface, and restructuring the engagement to support that clientâ€™s business and life.
Divorce Consulting (1 hr) â€“ The CPA should play an important role in any clientâ€™s life, beyond the part of â€śtax personâ€ť or â€śaccountant.â€ťÂ As a client is in the midst of any stage of a divorce, we need to remain aware of our roles and responsibilities.Â This includes our involvement in a collaborative environment with other professionals during the process, as well as what we should be doing on the tail end of the process as the client begins a new time in his/her life.Â Denise French, who specializes in divorce planning, will be leading the discussion.
Leadership:Â Key Differentiation Factors (1 hr) â€“ Often we are unaware that some of our everyday habits are actually contributing to clients viewing us as commodities.Â In this discussion, we will analyze 10 changes we can makeâ€”often with immediate resultsâ€”that lead to clients viewing us as leaders, not service providers.
Open Roundtable (1 hr) â€“ Discuss with your peers any challenges or successes you are experiencing within your practice.
Schedule (all meetings run 9AM-3PM)
Wed Aug. 30th â€“ Tampa
Thurs Aug 31st â€“ St. Louis
Wed Sept 20th â€“ Cincinnati
Thurs Sept 21st - Atlanta
Fri Sept 22nd â€“ Denver
Tues Sept 26th â€“ Chicago
Wed Sept 27th â€“ Houston
Thurs Sept 28th â€“ Philadelphia
Fri Oct 20th â€“ Pittsburgh
Tues Oct 24th â€“ Salt Lake City
Wed Oct 25th â€“ Greenwich
Thurs Oct 26th â€“ Raleigh
Fri Oct 27th â€“ San Diego
To schedule for a meeting, please contact Janette Phillimore at firstname.lastname@example.org, or 925-917-0752
*It is CPAPlus Network policy that if a member is not satisfied with a network function that he or she has attended, a full refund or an additional credit may be granted, no questions asked.Â For more information regarding administrative policies such as complaints, please contact Janette Phillimore at 925-917-0752 or email@example.com.