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8 Mistakes New Accounting Firms Make and How to Avoid Them

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Key takeaways

There's a lot to think about when you're starting your new firm. While you may be doing many things right, there are common mistakes many firms make that can put them behind the eight ball. In this course, Erika Segal, Brand Manager with CPACharge, will walk through 8 mistakes many new accounting firms make, and explain how to avoid them.

Whether you're in the process of starting your firm or you've been in business for many years, this course will be highly informational for all accounting professionals.

Learning Objectives

  • Discover 8 common mistakes new firms make.

  • Recognize how you can avoid the pitfalls from these mistakes.

  • Explore highly effective strategies that the most successful new firms use in their practice.

Prerequisites

  • None

Advanced Preparation

None

Instructors
Erika Segal Headshot

Erika Segal Brand ManagerCPACharge

Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.