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Monday, July 22  |  1:00 p.m. - 2:40 p.m.  |  Concurrent Session

Designing the Modern Firm

2 CPE for CPA       

The needs and demands of this industry continue to change. Nearly one-third of professionals exited the industry last year. How are you designing your firm to meet your personal and professional goals, compete in the changing market and target clients to align with your passion? This panel of industry experts will discuss selecting and marketing to niche clients, pricing your offerings, marketing to new and changing niches, adjusting products for future client needs, modernizing a generational firm, and how to apply technology and AI to improve your client experience and decrease your manual efforts. This hands-on session will leave you with powerful takeaways to implement for future success. 

Upon completion of this session, you will be able to:

  • Tweak your services and pricing to align with your personal and professional goals 

  • Implement cutting-edge technology to reduce your time and create a client experience to make other firms envious 

  • Reach and connect with the most desirable clients for your goals and passion 

  • Select a niche leveraging your specific skillset and focus of tax knowledge 

  • Design a plan, whether first or multi-generational, to migrate your existing clients and processes to align with your new goals 

CPE information
Duration: 100 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live

Brad Messner

CEO of M & J Tax Service

Amy Brosnan

Enrolled Agent at After the Tax Return LLC

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Owner of

Jared Foos

Partner of Foos Garvin Accounting, LLP

Natalie Kolodij

Real Estate Tax Strategist at Kolodij Tax and Consulting, LLC

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