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Growth Strategies for Today’s CPA

In this course you will learn how to become more effective at: Business development, Management, Leadership and HR. This course will help you grow and become more profitable.

Created byGary Mitchell
IntermediateUpdated Feb 21, 2020

What You'll Learn

  • check_circleLearn how to attract and retain more clients through effective marketing and business development.
  • check_circleIdentify opportunities for improving productivity and maximizing profitability.
  • check_circleUnderstand best practices for hiring and managing staff as your business grows.
  • check_circleStrengthen your leadership skills to guide your practice through sustainable growth.

About This Course

Growing a successful practice or firm requires more than technical expertise—it demands a strategic approach to business development, operations, and leadership. In this results-driven course, you’ll gain proven strategies across six essential areas to help you grow your client base, increase profitability, and lead your team with confidence.

From attracting more clients and improving operational efficiency to managing staff and building a strong brand, each section provides actionable insights that can be immediately applied. You’ll also explore the critical role of leadership in sustaining growth and overcoming the challenges that come with scaling a professional services business.

Course Content

7 activities • 7 videos • duration: 53m

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Section 11 videos • 19 min
  • videocamGetting More Clients
    Duration 19:09
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Section 21 videos • 8 min
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Section 31 videos • 10 min
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Section 41 videos • 6 min
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Section 51 videos • 3 min
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Section 61 videos • 5 min
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Section 71 videos • 1 min

Your Instructor

Gary Mitchell

Strategic Business Coach

menu_book1 courses
star33 reviews

Accountability, motivation and support are important to any coaching relationship. But without a clear strategic path forward and the discipline to execute on your vision, your thoughts and ideas are left dying on a page. And old proverb accurately notes: “Vision without execution is just hallucination.” Gary inspires his clients to think and act big; to execute on their vision, to take action and make it happen. And he guides them every step of the way. Gary Mitchell has been coaching accountants and lawyers since 2005. His coaching programs have been designed specifically to address a variety of business challenges professionals face in business from start-up to wind down. They include: leadership, business development, strategic planning, practice management, transition, marketing, branding, recruitment, retention and HR. He twice published with Carswell and continues to write his monthly column, ‘The Coach’ for The Lawyers Daily, previously The Lawyers Weekly. Drawing on his over 27 years’ experience as an entrepreneur in marketing, communications, sponsor relations, media relations, and corporate partnerships, along with his background in Provincial and Federal Politics, Gary brings real world business experience to his coaching engagements. He takes a very practical, tactical and down-to-earth approach. Gary’s clients feed off of his energy and drive, and appreciate his 'street marts.' They value his timely and frank advice. Self-described as a ‘serial entrepreneur’, Gary’s passion to create and build is widely embraced by his clients who are determined to start, build and grow their firms.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.4 out of 5
Student's Choice
33 reviews
  • AM
    Andrew M.
    starstarstarstarstar

    Title of this course did not make it clear it was designed around a CPA firm owner. That being said, most of content applies to any team and company, so still got value from course.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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