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Start Date:6/21/2022
Start Time:12:00 PM EDT
Duration:60 minutes
Abstract:
Change can be daunting and sometimes it can be perceived as a scary thing. However, it doesn’t have to be. This is the perfect time to assess your firm’s opportunities and areas for improvement. If one of your goals is to grow your firm this year, then this session is for you. Our guest speaker, Carla Caldwell, CEO, Caldwell Consulting & Training, has extensive experience in topics such as Firm Strategy, Change Management, and Practice Efficiency and Processes. With her past experience as a trainer at both Xero and Sage, and as a part of the Intuit Trainer Writer Network, Carla is well-placed to educate you on prioritizing results and learning to be open to change.
Join Dext + Carla Caldwell as we sit down to discuss some practical steps you can take to grow your firm.
She’ll touch on topics such as:
- 4 Key Areas of Strategic Improvement
- How to Set Actionable Targets
- How to Measure Success
- Reviewing Your Plan
- Looking Ahead for 2022 and Beyond
Dext’s products can help you serve your clients efficiently and effectively. To find out more information on how Dext can help your firm grow in 2022, check out their website here.
If you're already registered for the Practical Steps for Growing Your Firm in 2022 webcast, click below:
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Speakers
Carla Caldwell Founder & CEO Caldwell Consulting & Training Carla Caldwell is the founder / CEO of Caldwell Consulting & Training where she strategically guides accounting teams to become a modern practice. In addition to running her bookkeeping and accounting practice, Candella Accounting & Advisory, Carla is a member of the Intuit Trainer Writer Network, a trainer for Karbon, and a People Advisory trainer with Gusto. She has taught nationally and internationally for more than 20 years, covering topics such as Firm Strategy, Change Management and Practice Efficiency and Processes. Previously, Carla was a trainer with Sage and Xero, and holds a degree in Accounting from Florida State University.
Michel Ciers New Partner Consultant Dext Michel Ciers is a New Partner Consultant at Dext. Coming from a background of business ownership and armed with an Masters in Finance he is looking to get to know you, your process and your pain points. Helping Accountants and Bookkeepers finding more time with a perfectly tailored solution seems to make him tick!
CPA Canada partners with external virtual platform providers to deliver this program. By registering for this *program, you acknowledge your understanding that CPA Canada will share your personal information with those parties who require it to ensure your access. Personal information may include your name, company and email address and Store account number. Also note that you may be asked to create a profile on a third-party platform that we use to deliver the *program. To learn more about how CPA Canada collects, uses and discloses personal information, please refer to our privacy policy.
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Practical Steps for Growing Your Firm in 2022
Registration Is Closed
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