Learn what James Bourke, CPA and Avalara have to say about the changing face of the Accounting Entrepreneur. Find out the key steps in building and expanding your tax compliance services by defining new go-to-market strategies. We'll explore how Accountants use focused sales and marketing strategies along with new staff functions to move from a partner model to a corporate model of operation. Learn how to build profits through subscription pricing models to bring new, high value services to your clients with recurring revenue streams with high ROI around tax compliance. Join James to explore tactics that can help you grow your accounting practice, and bring your questions for a lively Q&A session around these topics!
Ernest Owen (American Eagle Tax)
"The time spent was of great value and the presentation was at a level so to understand the information provided."Norma Alvarado (NRC Bookkeeping)
"The presenter was very knowledgeable and it was a learning experience"Loren Balmosan (Mia van Cor, Ltd)
"Very insightful - opened up whole new horizons for me."Gerald Hacker (Inspire Event Technolgies, LLC)
"Well prepared. Great presentation"Ursula, CA
"Jim Bourke highlighted issues the prevalent in the industry that many practitioners are either oblivious to or conveniently ignoring. I really like that he gave several ways that we as accountants can remain relevant in the industry while being responsive to client needs. I have already implemented some of theses suggestions, but it was nice to get even more ideas that may help in transforming my practice into a firm of the future."Ruby, NJ
"Thank you for a Great presentation! Jim really grabbed my attention and shared great tools to make sure we in our industry Remain Relevant."Roshelle, TX
"I believe that there is room for growth in my practice and look forward to it. This was very much some knowledge that I needed."Phyllis, MN
"Excellent course. Presenter was right on the mark about growing a practice and maintaining "relevancy" in our businesses."
WithumSmith+Brown, PC
Partner
jbourke@withum.com
(732) 842-3113
Jim is a Partner, Member of the Board of Directors and Management Committee at WithumSmith+Brown, is Director of Firm Technology and Managing Director of Advisory Services. Jim has been a frequent speaker around the globe to many Accounting Societies and International Accounting and Trade Associations, the AICPA, CIMA, State Societies of CPAs, Industry Technology Organizations, Incubators, Accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services topics.
In Jim’s role as Managing Director of Advisory Services, Jim heads-up the Firm’s SOC, cloud solutions, business advisory, BPO, cybersecurity, data analytics, info-security and transactional services initiatives for the firm.
He is Past President for the New Jersey Society of Certified Public Accountants and past Board and Council Member for the American Institute of Certified Public Accountants.
Jim has been continually named by Accounting Today as one of the Top 100 Most Influential people in the Accounting profession and has been named by The CPA Technology Advisor as a Top Thought Leader in Public Accounting Technology year after year.