Subscribing to a Better Firm in 8 Simple Steps
Total Credits: 1 including 1 Business Management & Organization - Non-technical
- Average Rating:
- 26
- Categories:
- Partner Produced | Accounting and Auditing
- Faculty:
- Chris Picciurro, CPA
- Course Levels:
- Basic
- Duration:
- 1 Hour
- License:
Description
The hardest part of starting something new is taking the first step, but the path to Membership-Based Subscription Business is clearer than you think! Following these eight steps will give you the tools necessary to avoid many of the expensive lessons many must learn the hard way.
Basic Course Information
Learning Objectives- Outline the eight steps necessary to implement a Membership-Based Subscription Business model and identify the tools and implementation hacks required to help accountants transition to the MBSB model.
Major Subjects
- What is a membership-based, subscription business (MBSB) model?
- Why should accountants move to a MBSB?
- How to get started with a MBSB
- MBSB implementation hacks
Course Materials
Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase |
Subscribing to a Better Firm in 8 Simple Steps (901.9 KB) | Available after Purchase |
Faculty
Chris Picciurro, CPA Related Seminars and Products
Chris has been a CPA for over 20 years and spent the last sixteen years as founder and executive officer of Integrated CPA Group (ICPA). Since 2003, Integrated CPA Group has grown from a small, one office operation to a multi-state firm servicing well over 3,000 clients. Aside from public accounting, Chris’ experience includes:
- Personal Financial Specialist (PFS) designation is an accreditation held exclusively by CPAs who are members of the American Institute of CPAs that have broad expertise and are eminently qualified to assess client’s current financial situation, help define financial needs and goals, and work to develop and monitor a plan to meet client goals
- Accredited Retirement Advisor (ARA) is a credential that recognizes professionals who have thorough knowledge of: preparing clients for retirement, the essentials of estate and trust planning, and financial planning for the elderly
- Adjunct instructor in Davenport University’s MBA program
- Adjunct instructor in Baker College’s accounting, finance and entrepreneurship undergraduate programs
- Nationally recognized presenter on tax planning and compliance for National Association of Residential Property Managers, National Association of Realtors, Rich Dad educational events, Sound Mind Sound Body Football Academy, Michigan Association of CPAs, National Network of Estate Planning Attorneys, and Institute of Real Estate Management
- Chairman of Michigan Association of CPAs Curriculum Task Force
- Member of Michigan Association of CPAs Small Firm Practitioner Task Force
- Bachelor of Arts from Michigan State University
- Masters of Business Administration from the University of Detroit–Mercy
- Dave Ramsey - Endorsed Local Provider (ELP)
Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
CPAs from small- to medium-sized firms and small business owners
Original Recording Date
2023
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog
04/17/2023
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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