How to Increase Your Practice Revenue

Date: Thursday, January 19, 2006
Time: 01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT [Prevailing Time]
Presenter(s): David Bergstein
Objective(s):
This course will give your firm options that if adopted and used correctly will allow you to acquire more clients and increase revenue from existing ones.
Field of Study: Management
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
  Order Podcast

Course Description

The speaker will demonstrate specific software options that will allow your firm to acquire more clients and increase revenue from existing ones. You will see how the application streamlines current tasks to make your systems more efficient.

Presenter and Moderator Bios
David Bergstein, CPA, is the Business Development Manager for CCH Consumer Products. Mr. Bergstein focuses on providing CPAs and corporations with tools to generate new revenue streams through self-service applications on the Internet.

He is well known as a speaker and trainer in the field of utilizing new technology to improve the efficiency of operations in tax, accounting, practice management, and general operations of the accounting process.

Mr. Bergstein has been a practicing accountant since 1966. He joined the IRS and held various positions: Agent, Trainer, Speaker, and Technical Chief. He received his CPA, and later a Master’s of Taxation from Long Island University’s CW Post College.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.