Self-Study On-Demand


12 CPE Credits

CPA Firm Scale & Transformation (FST) Certificate

Self-Study On-Demand
12 CPE Credits

Learning Objectives

• Determine strategies that enhance firm growth, specialization, operational performance, and client value.
• Identify frameworks, technologies, leadership models, and metrics that improve scalability, efficiency, and accountability.
• Apply strategic planning, business development, and operational practices that strengthen client relationships and optimize resources.
• Recognize how technology, automation, and digital systems improve compliance, visibility, and service delivery.
• Evaluate organizational structures, partnerships, and advisory opportunities that support sustainable growth and innovation.

Major Topics

• Service Line Specialization
• Business Automation & Digital Marketing
• Strategic Planning & Implementation
• Operational Efficiency Improvement
• Relationship Management & Monetization
• Fractional Leadership & Staffing Support

CPE Credits Available

12 CPE Credits
12
Business Management & Organization

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Provider

CalCPA California Society of CPAs

Purchase This Course

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    $ 540 540
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  • MSCPA Non-Member

    $ 720 720
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