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Archived Version: Firm Operations Series: Embracing Business Development in Accounting Firms

Mon, May 21, 2018 2:00 PM EDT{LOCAL_TZ}

Firm Operations Series: Embracing Business Development in Accounting Firms

Despite predictions that they will become obsolete, many accounting firms still expect to see strong organic growth. The role of business development in accounting firms has been hotly debated in recent years, but it’s clear that achieving high growth targets will require new and better ways to differentiate. In Part Two of our Firm Operations Series, we’ll talk about the role business development plays in accounting firms, including:

  • Growth strategies – Real-world tactics for growing revenue
  • Marketing outreach – Tips for identifying new prospects and building your brand
  • Data analytics – Tools for finding opportunities within your existing client base

Improving firm operations can help firms grow profits and add value to client relationships. Don’t overlook this critical component of your firm’s well-being.

Program level: Basic (no prerequisites required).

Receive 1 hour of free CPE credit for participating in this live webcast.

Please test your system for webcast compatibility by clicking here.

Presented by:
  
 Barry Brown
COO/CIO
Moore Stephens Tiller LLC


Barry C. Brown, CPA, CITP, MCP. As COO/CIO of Moore Stephens Tiller, Barry provides solutions for the design, implementation and application of information systems. Much of his work focuses on helping clients and staff apply technology to increase efficiency and lower costs.

Barry is chairman of the Technology Committee for Moore Stephens North America, a member of The Georgia Society of CPAs, and regular attendee at technology conferences such as the AICPA TECH+ Conference.

Before joining Moore Stephens Tiller in 1996, Barry spent five years with BellSouth Telecommunications and ran an information technology consulting business. He is a native Georgian and holds bachelor degrees in economics and accounting from the University of Georgia.
   
 Lee Hudson
Associate Partner
Moore Stephens Tiller LLC


Lee Hudson, CPA. Lee is an associate member in the Atlanta office. He performs a variety of tax services, specializing in compliance for closely held businesses and family investment partnerships. He currently serves on the firm’s strategic planning committee.

An Alabama native, Lee relocated to Georgia in 2007. Prior to joining the firm, he spent a year in public accounting in the Birmingham, AL area. Lee graduated with honors from Auburn University with a bachelor degree in Business Administration and Masters of Accountancy in 2006.

In his down time, Lee enjoys spending time outdoors hiking, trail running, or training for a variety of endurance races.
   
 Samantha Grovenstein-Deal
Product Line Manager
Wolters Kluwer Tax and Accounting North America


Samantha Grovenstein-Deal. Samantha joined CCH in 2006 and has been on the Product Management team since 2012. Her daily focus is understanding of strategic customer problems, conducting market research, and customer validation for CCH ProSystem fx Practice Management and CCH Axcess Practice Workstream. In her previous roles with CCH, she conducted training and consulting services for CCH ProSystem fx Practice Management, Portal, and Engagement and for CCH Axcess Practice, Workstream and Document. Prior to joining CCH, she worked for a large regional firm in the A&A, Tax, and Small Business services areas.
   
Moderator:
  
 Gail Perry
Editor-in-Chief
CPA Practice Advisor


Gail Perry is the editor-in-chief of CPA Practice Advisor. She also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies and QuickBooks 2014 On Demand), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in the Chicago tax department. She has taught college-level accounting principles and was on staff for 10 years at the Indiana CPA Society as a computer applications instructor. Gail was the publisher and editor-in-chief of AccountingWEB before joining the CPA Practice Advisor team.

This FREE online seminar is a continuation of the magazines’ mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsors for supporting this educational session:

CPA Practice Advisor 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at 800-547-7377 x2110

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