Growing an accounting practice requires more than referrals and steady tax-season demand. Whether you’re building from the ground up, looking to acquire your next practice, or trying to increase profitability in an established firm, growth comes from knowing which opportunities to pursue and how to execute them effectively.
Join CPA Site Solutions for a practical webinar with guest speaker Troy Patton, CPA/ABV, Founder and Principal of Patton & Associates. Troy will share proven strategies for growing an accounting or CPA practice, adding new tax clients, increasing profitability, and expanding into valuable advisory services.
Troy will cover practical growth strategies for accounting firms at different stages, including:
• How to acquire your first or next accounting practice
• Ways to add new tax clients through your website and advertising channels
• How Facebook Ads, Google Ads, and Local Services Ads can support firm growth
• How tax planning can help accelerate revenue and profitability
• How to offer valuation services without becoming a valuation expert
• How firms can grow revenue while improving the bottom line
• Case study examples of firms that increased revenue by 200% and tripled profits
This session is designed to help accounting professionals evaluate multiple paths to growth and identify the strategies that can create the greatest impact for their firms.
Troy Patton, CPA/ABV Founder and Principal, Patton & Associates
Troy Patton is the Managing Director and founder of Patton & Associates, which has prepared valuations in all 50 states and provides business valuation services, litigation support, M&A consulting, and valuation assistance for marital, estate, business transfer, and exit-planning matters.
He began his career with Ernst & Young, auditing and consulting public and private entities, before founding and growing his own CPA and financial services practice. That practice expanded to 72 professionals across 10 offices before being purchased in 2004.
Troy holds a degree in accountancy from Miami University of Ohio and earned his CPA license in 1995. He also holds the Accredited in Business Valuation credential from the AICPA. Throughout his career, Troy has been recognized for his leadership in the accounting profession. He was named Outstanding CPA in Public Practice by the Indiana CPA Society in 2005 and was recognized by Thomson Reuters as one of the Top 40 CPAs in the United States in 2008.
Reserve Your Spot
Register Today
Reserve Your Spot
