Content Provider
Ignitionlogo

Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register
Free cpe webinars
Accounting Advisory Service Opportunities in the Growing Texas Market
Business Management and Organization

ACCOUNTING ADVISORY SERVICE OPPORTUNITIES IN THE GROWING TEXAS MARKET

Register
Available Date(s)
Thursday, February 13, 2025: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Business Management and Organization
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Texas is one of the fastest-growing markets in the U.S., with public accounting firms expanding at three times the national average. However, many firms are still relying on outdated service models, missing out on opportunities to scale efficiently, increase profitability, and better serve their clients. In this webinar, Sean Duncan, CPA and founder of SMD Consulting & Accounting and Chief Proactive Advisors, will break down key trends shaping the Texas accounting landscape and share practical strategies for growing your firm's revenue and efficiency. From leveraging advisory services to optimizing pricing and workflow automation, this session will provide actionable insights to help you build a more profitable and sustainable practice.

Learning Objectives

  • Recognize the dynamic Texas market trends and their implications for accounting firms

  • Identify and capitalize on fresh revenue streams through the incorporation or expansion of advisory services

  • Outline strategic efficiency measures to carve out space for high-value tasks

  • Propose pricing strategies to optimize profits and enhance client value

  • Evaluate automation tools to streamline client engagement, billing, and collections

Linkedin

Jennie Moore

Ignition
Head of Accounting
[email protected]

Ignitionlogo

Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning, and helping people accept change.

Linkedin

Sean Duncan

SMD Consulting
President & Founder
[email protected]
(469) 252-4547

Smd consulting

Sean founded SMD Consulting & Accounting on the steadfast belief that small business owners want and need advice and strategy to minimize taxes, increase work/life balance, improve cash flow, and plan for the future. He aggressively pushes SMD forward in new and innovative ways to further add value to the lives of small business owners.

Additional Materials
Workbook
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Ignitionlogo
Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.