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 Secure Transaction CPE Credits
4 Credits: Business Management & Organization
Course Level
Overview
Format
Self-Study
Course Description
Learn how to improve the profitability, efficiency, and strategic positioning of your CPA firm. This course explains how to refine service lines, manage staffing capacity, optimize client portfolios, and implement effective practice management systems. You will explore pricing strategies, constraint management, workflow automation, and advisory service development. By applying these techniques, firm leaders can strengthen operational performance, increase revenue potential, and build a more scalable and competitive accounting practice.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize why a CPA firm mission statement is needed.
- Recall the benefits of industry specialization for a CPA firm.
- Recognize the factors associated with CPA firm expansion strategies.
- Specify the benefits of running a competitive analysis.
- Recall the relative profit levels of different service categories.
- Recognize the contents of CPA firm overhead costs.
- Recall how a financial dashboard can be used by a CPA firm.
- Recognize the features of practice management software.
- Specify why CPAs should record their time daily.
- Recall the reasons for using engagement scheduling tools.
- Recognize the reasons for using workflow automation tools.
- Recall the reasons for employing capacity management analysis.
- Recognize the activities associated with outsourced CFO advisory services.
- Specify the outcomes derived from client profitability analysis.
- Recall why client acceptance procedures are used.
- Recognize the factors evaluated during client risk assessments.
- Recall how portfolio rebalancing can help a CPA firm.
Course Specifics
SS626480137
June 12, 2026
There are no prerequisites.
None
91
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …
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