The MAP Committee presents a webinar on Practice Management Challenges and Solutions. Joe Tarasco, Regional Director of MGI North America, will lead the discussion. Come share your experiences and learn from other members. Feel free to share this event with your staff.

Who is the course designed for

HR, Firm Administration, Recruiting, Marketing, Managing Partners and others who have experience managing a CPA firm

Topics Covered

  1. Workflow and Process Optimization: Streamlining workflows and optimizing processes can improve efficiency and productivity. This includes defining standardized procedures, leveraging technology and automation tools, and continuously evaluating and improving internal systems.
  2. Staff Management: Managing the team of accountants and support staff is essential. It involves hiring qualified professionals, fostering a positive work environment, and ensuring that staff receive periodic performance reviews with their direct reports and partner mentoring. Using contemporary performance management software.
  3. Technology Integration: Embracing technology can enhance efficiency and accuracy. Implementing accounting software, cloud-based solutions, and data security measures can streamline processes, facilitate collaboration, and improve data management.
  4. Continuous Professional Development: The accounting field is constantly evolving, so promoting ongoing professional development is important. Encouraging staff to pursue training and certifications, staying updated with industry trends, and fostering a culture of learning can keep the firm competitive.
  5. Build a Talent Pipeline: Maintain relationships with potential candidates, such as interns or recent graduates, who may be a good fit for future openings. This helps to establish a talent pipeline and reduces the time and effort required for future recruitment.

Learning Objective

The objective of this course is to share practical and insightful experiences on how a CPA firm can improve management and operations



Program Prerequisites

Experience managing various aspects of a CPA firm

Advance Preparation


CPE Credit


Practice Management Challenges and Solutions


Date: Wednesday, August 16, 2023

Time: 1:00 PM – 3:o0 PM ET





© Copyright MGI World 2003-2024. All rights reserved.

MGI Worldwide is the brand name under which certain member firms of Mint Alliance operate as a network of independent audit, tax, accounting and consulting firms. Mint Alliance is an alliance of independent audit, tax, accounting and consulting firms. MGI Worldwide and Mint Alliance do not themselves provide any services and their member firms are not an international partnership. Each member firm is a separate entity and neither MGI Worldwide, Mint Alliance nor any member firm, accepts responsibility for the activities, work, opinions or services of any other member firm. Mint Alliance is a private company limited by guarantee incorporated in the Isle of Man with company number 0132238V.