Skip to main content
 This program is not active.
Live Webcast Replay

Subscribing to a Better Firm in 8 Simple Steps


Total Credits: 1 including 1 Business Management & Organization - Non-technical

Average Rating:
   26
Categories:
Partner Produced |  Accounting and Auditing
Faculty:
Chris Picciurro, CPA
Course Levels:
Basic
Duration:
1 Hour
License:

Dates


Description

The hardest part of starting something new is taking the first step, but the path to Membership-Based Subscription Business is clearer than you think! Following these eight steps will give you the tools necessary to avoid many of the expensive lessons many must learn the hard way.

Basic Course Information

Learning Objectives
  • Outline the eight steps necessary to implement a Membership-Based Subscription Business model and identify the tools and implementation hacks required to help accountants transition to the MBSB model.

Major Subjects
  • What is a membership-based, subscription business (MBSB) model?
  • Why should accountants move to a MBSB?
  • How to get started with a MBSB
  • MBSB implementation hacks

Course Materials

Faculty

Chris Picciurro, CPA Related Seminars and Products


Chris has been a CPA for over 20 years and spent the last sixteen years as founder and executive officer of Integrated CPA Group (ICPA). Since 2003, Integrated CPA Group has grown from a small, one office operation to a multi-state firm servicing well over 3,000 clients. Aside from public accounting, Chris’ experience includes:

  • Personal Financial Specialist (PFS) designation is an accreditation held exclusively by CPAs who are members of the American Institute of CPAs that have broad expertise and are eminently qualified to assess client’s current financial situation, help define financial needs and goals, and work to develop and monitor a plan to meet client goals
  • Accredited Retirement Advisor (ARA) is a credential that recognizes professionals who have thorough knowledge of: preparing clients for retirement, the essentials of estate and trust planning, and financial planning for the elderly
  • Adjunct instructor in Davenport University’s MBA program
  • Adjunct instructor in Baker College’s accounting, finance and entrepreneurship undergraduate programs
  • Nationally recognized presenter on tax planning and compliance for National Association of Residential Property Managers, National Association of Realtors, Rich Dad educational events, Sound Mind Sound Body Football Academy, Michigan Association of CPAs, National Network of Estate Planning Attorneys, and Institute of Real Estate Management
  • Chairman of Michigan Association of CPAs Curriculum Task Force
  • Member of Michigan Association of CPAs Small Firm Practitioner Task Force
  • Bachelor of Arts from Michigan State University
  • Masters of Business Administration from the University of Detroit–Mercy
  • Dave Ramsey - Endorsed Local Provider (ELP)


Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

CPAs from small- to medium-sized firms and small business owners


Original Recording Date

2023


Yellow Book

No


Course Developer

MICPA


Date Added to Catalog

04/17/2023


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 26

Comments

Renaldo M

"I loved this presentation. This is exactly what I am in the process of doing and hit on so many issues and ey factors that relate to my current practice. Cant wait to implement the new strategies!"