Self-Study On-Demand


1 CPE

A CPA's Evolution from a Job, to a Practice, to a Business that Excels [2025-2026]

Self-Study On-Demand
1 CPE

Learning Objectives

  • Recognize short comings of their current practice.
  • Identify what it takes to develop a Virtual Family Office with strategic partnerships.
  • Determine if this type of a model is a good fit.

Major Topics

How businesses are grown, the different between having a practice and a business, traditional CPA firms, how to stand out from the crowd, what the market is looking for, ways to build strategic relationships and getting paid more for what you know as a professional and the most trusted advisors.

CPE Credits Available

1 CPE
1
General

Things to Know About This Course

Course Level

  • Overview

Prerequisites

Some knowledge of Certified Public Accounting.

Advanced Preparation

None.

Intended Audience

CPAs and Professional Staff.

Provider

CalCPA California Society of CPAs

Purchase This Course

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