Build a Focused Firm with Hector Garcia, CPA
If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!
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Why Attend? Hear from Hector:
Available Live & On-Demand
Register for the series and you'll be able to attend any session live or on-demand. Mix and match as your schedule and preference allows.
Streaming Live
Join us Fridays starting October 21 at 11:30 Pacific / 2:30 Eastern. You can ask questions and interact with Hector during the live sessions. Afterward, earn free CPE by taking a quiz on the Earmark CPE app.
On Demand
Sessions will be recorded and made available on-demand on Hector's YouTube channel. You can earn free CPE credits for watching the recording by taking a quiz on the Earmark CPE app.
Topics
Session 1: Positioning
This is where your brand and business strategy meet. Learn how to position your firm to present the greatest value to clients.
Session 2: Business Model
Let's rethink the traditional accounting firm’s business model and focus on a value-driven business strategy.
Session 3: Technology
Learn how to leverage cloud systems to manage the work and free up time.
Session 4: Sales Process & Onboarding
Create a disciplined, consistent process to win and onboard customers.
Session 5: Value Pricing & Offering Guarantees
Align the customer’s desired results with the firm’s interest to maximize profits.
Session 6: Attracting & Retaining Talent
Transform your firm into the place accounting and bookkeeping professionals want to join!
Session 7: Innovation Thought Experiment
We ask the question: "What if Disney started a cloud accounting firm?"
Session 8 (Capstone Webinar): "Let’s Talk Practice Management"
At this event, attendees can ask their questions from the first seven sessions, and do live brainstorming.
Watch Session 1: Positioning
Speakers
Presented by Hector Garcia, CPA
Hector M. Garcia is a CPA and QuickBooks trainer for Quick Bookkeeping & Accounting LLC. Hector has over 10 years’ experience working with small business finance and accounting, along with three post-graduate degrees from Florida International University (FIU) in accounting, finance and taxation.
Moderated by Blake Oliver, CPA
Blake Oliver, CPA, is an accountant, entrepreneur, and podcaster who specializes in technology. Blake is the creator of Earmark CPE, an app that offers NASBA-approved CPE for listening to your favorite accounting and tax podcasts. He also co-hosts the Cloud Accounting Podcast, the #1 podcast for accountants and bookkeepers.