CORE Series: Small Firm Strategy: What Works, What Doesn’t, and What to do Differently WEBINAR
Overview
Running a small CPA practice requires constant strategic decision-making. This candid session explores key lessons learned—from managing growth and capacity to refining service offerings and navigating risk. Gain perspective you can immediately apply to your own firm or advisory role.
Highlights
Managing growth and capacity. Refining service offerings. Navigating risk.
Prerequisites
None.
Designed For
CPAs and owners of small practices.
Objectives
Gain perspective on running a small CPA practice.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Moses Man, President & Owner, M Squared Tax PLLC
Moses Man, CPA, is the CEO of M Squared Tax PLLC, a CPA firm specializing in international taxation. His practice focuses on US international tax planning and compliance for individuals and small businesses. He also assists CPA firms across the US with international tax issues, including international tax consultation and compliance review. Moses is a frequent speaker on international tax topics. Prior to M Squared Tax, Moses spent 11 years at national and regional accounting firms serving multinational companies, including startups, venture capital funds, and Fortune 500 companies. Moses earned his B.A. from Seattle University and his Master’s in Taxation from the University of Washington.
Non-Member Price $60.00
Member Price $40.00