Course ID: BPSP

Best Practices in Strategic Planning for the CPA Firm

As a leader within a CPA firm in 2020, you have an amazing opportunity to grow. Why? There are more business owners than ever before who are in need of direction on their taxes, wealth management, and overall financial planning.

Learning Objectives

After completing this course, you will be able to:

  • Focus on how to advise your clients on overall business strategy and innovation beyond the scope of accounting alone
  • Develop a strategic plan that makes sense
  • Implement your plan – without hitting a wall!

Major Topics

With the changes in the business landscape, there has never been a better time for CPAs to expand and diversify their offering, becoming true business advisors. But – to properly enable your CPA firm for long-term growth, you need a reliable strategic plan. Where do you even begin? During this presentation, you’ll hear some of our strategic planning best-practices that will help position your CPA firm for long-term growth – that actually work.

Advanced Preparations


Who Should Attend

Accounting Professionals

Fields of Study



Business Learning Institute

CPE Credits


This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now