The Expert Webinar Series presented by AccountantsWorld

Bringing together accounting's most innovative minds
to help you move your practice forward


Forget Value Billing. Think Value Building.

Presented by: Chandra Bhansali
Course of Study: Management Advisory Services
Course Level: Basic. No Prerequisites
CPE Credits Awarded: 1
Value billing is a trendy buzzword, but for most accountants the reality is that tax, accounting and payroll have become commodity services. Market dynamics – and your fee structure – have already set a perceived value for these services in your client’s mind. You know from experience that it’s hard to change your client’s perception, but then how do you make your practice more profitable and more valuable?

In this stimulating seminar, you’ll learn some simple and practical ways to make your practice more profitable and build true, sustainable value.

May 04, 2017 3:00 PM ET

Completed webinars


101 Ways to Make 2017 Your Best Busy Season Ever

Presented by: Rick Telberg
Shown on: Dec 08, 2016, 2:00 PM ET

Join Rick Telberg, president and CEO of CPA Trendlines Research as he delivers a rapid-fire range of proven best practices, leading-edge innovative strategies, and the newest trending ideas to make more money, deliver amazing client service, and have more fun. CPA Trendlines Research is the leading independent source of actionable intelligence for data-driven decision-making by tax, accounting and finance professionals.
"Rick Telberg has great presentation skills that make all his webinars fun and resourceful. Thank you!"
~ Richard C, Santa Rosa CA
"He covered so many necessary topics and issues for the workplace and provided just what was needed to resolve some issues."
~ Yvette R, Jackson Heights NY
"I am feeling more positive about the 2017 busy season. Thanks for all of your points!"
~ Sharon McD, Southbury CT

Valuing Your Firm and Making It More Attractive to a Successor Firm or Firm Merging Up

Presented by: Joel Sinkin
Shown on: Nov 15, 2016, 3:00 PM ET

If you are considering growing by merging or acquiring a firm or you are closing in on reducing your time commitment to your firm within the next 6 years or less, this session is for you. We will get you a better understanding of whether it is a buyer’s or seller’s marketplace as well as when to start to plan your succession. We speak to how to choose the “right” partner to do a deal with and help you understand what will make your firm more attractive to merge with. It isn’t just about metrics. Lastly, we shall share tips on how to maximize client retention post-merger.
"Very Informative. Learned a lot in a very short time. Thank you!"
~ Sam A, Cincinnati OH
"My main interest right now is what metrics I should focus on to make it more saleable later. "
~ Paul N, New Holland, PA
"This is an ever increasing area of interest because of us aging Baby Boomers - very good presentation!"
~ Paul O, Elizabeth NJ

Accounting Firm Tech and Management Trends

Presented by: Brian Tankersley , CPA.CITP, CGMA
Shown on: Nov 02, 2016, 3:00 PM ET

Hundreds of firms participated in the Third Annual Accounting Firm Operations and Technology Survey in 2015. The survey results provide a snapshot of current firm practices and technology trends in this survey of small, mid-sized, and large firms across the United States. Major areas covered include business practices, best growth practices, expense management, capital expenditures, application updates, file management, remote access, and technology spending. Participants will receive excerpts with key findings of the survey, and some insight into the raw data from the authors.
Upon completing this session, you should be able to:
  • Describe at least three major trends in accounting firm operations identified in the presentation.
  • List at least two ways to effectively increase revenue at an accounting firm, as well as two successful ways to decrease expenses.
  • Identify at least three ideas from the presentation which can help your firm be more profitable.
"Awesome seminar and very informative!"
~ Carlton J, Savannah GA
"I found the power point slides extremely well done. Thank you!"
~ Chanie R, Woodland Hills CA
"Technology information presented was outstanding and will be very helpful to me going into tax season 2017 and beyond."
~ Madeleine W, Charleston SC

How To Reduce Stress

Presented by: Shrikumar Rao, PhD
Shown on: Oct 19, 2016, 2:00 PM ET

We all have one thing in common: we have stress in our lives, and it comes from a variety of sources: Financial worries; relationship problems; professional setbacks; health concerns; a lack of time to do what we think needs to be done; fear and insecurity…the list goes on and on.
Join Dr. Rao as he shares his proven techniques and strategies to help us change our mindset and reduce - or even completely eliminate - the stress in our lives. He’ll show us the root cause of our stress: our attempt to control the universe to behave in a particular way. Ironically, once we stop trying to control the universe, our chance of reaching our desired outcome actually increases.
"Wow - not what I was expecting from an accounting webinar! Thank you Dr. Rao for making me realize how fortunate I am. I will be using some of your suggestions right away."
~ Sharon McD, Southbury CT
"Thank you for hosting this presentation. It's words we just don't hear enough of and they provide more comfort than so much of the other noise out there."
~ Elaine M, Isanti MN
"Absolutely fabulous! I'm less stressed already!"
~ Barbara R, Los Angeles CA

Why (and how) To Market To Your Existing Clients

Presented by: Div Bhansali, MBA
Shown on: Sep 21, 2016, 3:00 PM ET

"Marketing" isn't just about reaching new prospects. In fact, for most firms, the greatest potential impact comes from marketing to the clients you already serve. Yet we tend to overlook the untapped value of our existing clients.
In this webinar, you'll learn:
  • specific reasons why marketing to your existing clients produces better ROI than marketing to new prospects
  • five retention marketing strategies that are both easy to execute and cost-effective for your firm.
These tactics are proven to boost client retention and revenue per client for accounting firms like yours.
"I enjoyed this webinar and was able to take away some nuggets that I can apply to my current marketing strategy."
~ Tonisha D, Newport News VA
"Concise and spot on! We all need to act on Div's advice!"
~ Sharon McD, Southbury CT
"Marketing is often overlooked. However, it's necessary. Great webinar."
~ Paul O, Elizabeth NJ

2016 Tech Update

Presented by: Randy Johnston, MCS
Shown on: Aug 17, 2016, 2:00 PM ET

There is more new technology to consider this year than almost any other year in the last decade. Hardware and software businesses are changing quickly, the Cloud impacts business decisions, mobile strategies are becoming more clear, and the Internet of Things is a game-changer on all fronts. In this keynote session, you will learn how to create a technology roadmap that helps improve organizational efficiency and avoid pitfalls.
Upon completing this session, you should be able to:
  • Identify fundamental and critical technology solutions;
  • Differentiate key technology categories;
  • List technology that can solve problems for you; and
  • Implement appropriate and current technologies using guidance from this session.
"Enjoyed the presentation. It made me aware of several different things I hadn't previously realized."
~ Kenneth B, Chatsworth GA
"This dramatically exceeded my expectations!"
~ Christopher C, Bakersfield CA
"Randy Johnston is tops when it comes to current and future technology. "
~ Leon H, Vinton VA

Using Technology to Improve Relevancy

Presented by: Erik Asgeirsson, MBA
Shown on: Jul 26, 2016, 2:00 PM ET

The pace of technological change has been greater in the past decade than perhaps at any time in history. Firms can either be disrupted by this change or leverage it in a way that creates growth and new opportunity. In this webcast, Erik Asgeirsson, president and CEO of, will highlight ways technology allows the accounting profession to offer higher valued services and makes firms more relevant in the eyes of clients.
"Great presentation! I'm looking forward to more details on the Digital CPA Conference!"
~ Wanda D, Montgomery AL
"Very good. I enjoyed hearing Erik's insights. Looking forward to the next webinar!"
~ Patrick B, Fort Pierce FL
"Great snapshot of where we need to take our businesses. Thank you."
~ Sharon McD, Southbury CT

Mindset Determines Growth

Presented by: L. Gary Boomer, CPA.CITP
Shown on: Jun 29, 2016, 2:00 PM ET

As Daniel Burrus stated is Flash Foresight, "Clients today don't know what they want because, the things they most want are things they don't yet know are possible. Give your clients the ability to do what they can't currently do, but would want, if they only knew it was possible."
Join us for this free webinar with L.Gary Boomer and discover how a change in your mindset can impact you and your firm’s ability to grow. During this webinar Gary will demonstrate how:
  • Disruption accelerates your thinking
  • Mindset accelerates growth
  • Together they can help attract quality clients and talent
During this webinar, Gary will also help you elevate your thinking and show you how to offer compliance and advisory services.
"Great webinar, I walked away with a lot of ideas!"
~ Kathy K, Wexford PA
"I'm happy I got involved in the Expert Webinar Series. Gary was talking to me and my concerns.....Great!"
~ Vincent G, Mentor OH
"In addition to be extremely informative, I found Mr. Boomer's webinar to be very motivating. Thank you."
~ H Toni C, Brooklyn NY

Making More Money: It's Easier Than You Think

Presented by: Dr. Chandra Bhansali
Shown on: May 12, 2016, 3:00 PM ET

The first thing that comes to mind for making more money is to get new clients. But that’s actually the most challenging approach to take. Thanks to the cloud, there are now easier and more sustainable ways to boost your bottom line. In this webinar, you’ll learn how to use better technology and processes to:
  • Reduce your cost of operation
  • Generate more profits from the services you currently offer, and
  • Offer highly profitable additional services to your clients.
Thousands of accountants have already used these techniques to boost their bottom lines by as much as 35% or more - without adding clients or increasing their staff. Don't miss this opportunity to learn their secrets.
"This CPE by Dr. Bhansali always inspires me, year after year! I think THIS year will be my breakout year! Thank you, Dr. Bhansali!"
~ Michael C, Lansing MI
"Looking forward to the next 7 webinars in order to make some wiser business decisions."
~ David R, Columbus WI
"This was an excellent presentation in that the Cloud has opened a wide variety of innovative techniques for accountants. Thank you."
~ Elodia H, Oak Harbor WA

97 Ways to Make 2016 Your Best Busy Season Ever

Presented by: Rick Telberg
Shown on: Dec 02, 2015, 2:00 PM ET

Join Rick Telberg, president and CEO of CPA Trendlines Research as he delivers a rapid-fire range of proven best practices, leading-edge innovative strategies, and the newest trending ideas to make more money, deliver amazing client service, and have more fun. CPA Trendlines Research is the leading independent source of actionable intelligence for data-driven decision-making by tax, accounting and finance professionals.
"Very interesting, informative, practical with a strong dose of the human element, which is the most important part of what we do. "
~ Peter F, Chicago IL
"A very organized and thought out presentation. I will definitely incorporate some of these ideas! Thank you. "
~ Doreen K, Stow OH
"Excellent webinar, I highly recommend it to all CPAs, and in fact sent the webinar info to several other CPAs prior to viewing, Rick is super!"
~ David M, Metairie LA

CPA Risk Management: 2015 Update and Beyond

Presented by: William Thompson, CPA, RPLU
Shown on: Nov 18, 2015, 1:00 PM ET

The program will provide practical risk management advice, tips, and lessons using authentic case files, with the goal of reducing your and your firm’s vulnerability to lawsuits. There are common threads that run throughout our claim files and learning what these are may just save you time, money and your professional reputation. We will spend time discussing cyber liability exposures, what to look for when trying to decide if it's worth accepting that new client or retaining a current client.
Sometimes professional standards just aren't enough to keep you out of court!
"I'm going to buy insurance and re-write my engagement letter. Sufficiently concerned about my exposure now."
~ Sally M, Wainscott NY
"With the ever changing world of cyber security - this topic covered extremely well!"
~ Paul O, Elizabeth NJ
"It's a scary world; but a knowledgable "jungle guide" (like Bill) is a great comfort. Thank you!"
~ James B, Westhampton NJ

How to Offer Payroll Profitably

Presented by: Jeff Gramlich, CPA.CITP
Shown on: Nov 04, 2015, 3:00 PM ET

In this webinar you will learn how to approach offering payroll in your firm in a profitable way including the latest in cloud technologies and workflow processes that help create a profitable growth area. Learn how best practices can make this one of your most profitable practice areas.
"Great presenter who was knowledgable about payroll. Thank you. "
~ Sharon McD, Southbury CT
"Tips for how to present to customers are very helpful. "
~ Theresa N, Charles City VA
"Loved, the presentation! Especially, the focus on offering payroll services and how to make money."
~ Margaret C, Oakland CA

Six Marketing Tips for the Busy Accountant

Presented by: Divya Bhansali, MBA
Shown on: Oct 07, 2015, 2:00 PM ET

In this webinar, you'll learn six marketing strategies that are both easy to execute and cost-effective for your firm. Best of all, these tips are proven to boost revenue and customer retention for accounting firms like yours.
"This was better than a general marketing webinar! You drilled right down to what we as accountants need for marketing. The handout materials are a checklist to keep the momentum going! Thanks, Div!"
~ Michael C, Lansing MI
"The information about the Big 5 items on our website really made the hour worth it. I now need to have a discussion with the owner."
~ Doreen K, Stow OH
"A wealth of knowledge. I feel relieved and empowered. I can now move forward with marketing my firm better. Thank you AccountantsWorld!"
~ Lisa N, Norcross GA

Fraud in the Cloud: New Concerns for a New Frontier

Presented by: Brian Tankersley, CPA.CITP
Shown on: Sep 09, 2015, 1:00 PM ET

Cloud-based applications have changed the way we work, play, and access information. The benefits and risks associated with software-as-a-service (SaaS) and hosted applications are very different than traditional on-premises information technology.

Some traditional items used in an on-premises forensic investigation like the transaction audit trail, user access logs, and computer access logs are often difficult to obtain for cloud solutions, and may even be unavailable by the time you or your client suspect a crime.

Attendees will learn about some of the new risks associated with cloud solutions as well as some techniques which can be used to limit these risks.

"The security information presented was some of the most relevant that I have encountered in several years. In less than an hour, Brian presented several new ways of thinking about the security issues"
~ Sharon G, Hopatcong NJ
"Good subject matter. Not enough thought is given in the general public to the subject of security and people get burned all the time due to this"
~ Tom L, Salem NH
"Thank you for this very practical and informative webcast. I will definitely be using the slides for reference purposes."
~ Constance P, San Marcos CA

The Roadmap: Client Advisory Services

Presented by: L. Gary Boomer, CPA.CITP
Shown on: Aug 12, 2015, 3:00 PM ET

Last year we talked about playing above the line and focusing on Performance and Strategic Services rather than just compliance services. In this session we will focus on the menu of services and the key components of the roadmap.
"Mr. Boomer keeps on hammering this concept and he nailed it this time. I will be making changes in my firm."
~ Michael C, Lansing MI
"Appreciate the information on how the cloud is such a vital business presence for us and our clients"
~ Paulette M, Miami OK
"I agree with the importance of process management as presented in this seminar."
~ Henry E, Rochester MN

Building a Bridge to the CPA Firm of the Future

Presented by: Erik Asgeirsson, MBA
Shown on: Jul 29, 2015, 2:00 PM ET

What does the power of smart business mean for CPAs and their clients? In this era of change for the profession, digital transformation, globalization and other forces in play, this is one of the most challenging and exciting times to pursue a career as an accountant. Erik Asgeirsson, president and CEO of, will discuss aspects of the changing technology landscape, the challenge of staying relevant and the great opportunities that lie ahead for those who embrace technology and specialization.
"Excellent update and good practice management advice - thank you"
~ Danelle H, Burlington NC
"Always good to keep an eye on the technology direction. It’s difficult to keep up without informative webinars such as this. Thank you!"
~ Connie Jo H, Kinsley KS
"Very educational. Looking for ways to build our business at the same time keeping our current clients happy with all this change in Technology."
~ Peter L, Pearl River NY

The Enlightened Accountant

Presented by: Rick Solomon, CPA
Shown on: Jun 24, 2015, 3:00 PM ET

This webinar explores an easier, more direct path to having the practice or career you truly want. The simple truth is that most accountants work a lot harder than necessary, pushing against a collection of self-limiting beliefs and assumptions that make success harder than it has to be. Beliefs, appearing as absolute truths, tell us things like, “we must constantly work hard to succeed” or “we must resist change” or “it’s difficult to find great clients” or “clients won’t pay for value”. The list goes on and on. You’ll gain a practical understanding of how to recognize and let go of those beliefs that no longer serve you, and replace them with much more constructive thinking. Several real-life case studies will be used to illustrate how practitioners are applying this wisdom to their practices and freeing themselves to create amazing results. Whether you own a practice or work in one, this webinar can open up a whole new world of possibility!
"Great webinar with an interesting perspective on attitude adjustment to improve success in the workplace. Would say this is applicable to all areas of life in general."
~ Jessica B, Sherman Oaks CA
"I like that this is "out of the box" thinking for accountants."
~ Michelle D, San Clemente CA
"Enjoyed the webinar and certainly gave me some insight into why I am not "and enlightened accountant" but also provided some soul searching to do so that I can change my thinking."
~ Susan C, Flower Mound TX

Accounting Firm Operations and Tech Update

Presented by: Randy Johnston, MCS
Shown on: Jun 03, 2015, 3:00 PM ET

Over 600 firms participated in the 2015 Accounting Firm Operations and Technology Survey, which took place in late 2014. This session will present the major findings from this research, as well as some tidbits which were left on the editing room floor. Major areas covered include practice management, technology management, computer hardware, application software, file management, remote access, and technology spending. Participants will receive the key findings of the survey, as well as some insight into the raw data from industry expert Randy Johnston, one of the survey’s founders. The session will force attendees to consider where they are leaders - and will reveal where they are falling behind.
" As a CPA with a computer science degree, it's always nice to watch a CPE on upcoming technologies that can improve workflow."
~ Dan S, Peoria IL
"This is the 3rd or 4th time I've attended Randy's webinar. There is no question that the information Randy provides is top-notch and extremely helpful as well as interesting."
~ Frank L, Valley Stream NY
"Excellent program for us Accountants! We need these technology updates and updating on firm administration to stay competitive. Thank you!"
~ Danelle H, Burlington NC

The Most Important Breakthrough in Client Accounting in Two Decades

Presented by: Dr. Chandra Bhansali
Shown on: May 06, 2015, 3:00 PM ET

Until now, almost all accounting software is based on the DIY (Do-It-Yourself) model and sold directly to small businesses. One of the major drawbacks of DIY model is that it takes control of accounting away from accountants and diminishes accountants’ importance in clients’ minds.

But the new DDIY model made possible by the cloud puts accountants back in the driver’s seat. The professional accounting software based on the DDIY model enables accountants and their clients to work collaboratively while accountants retain full control of the accounting process.

In this webinar, you’ll learn how the DDIY accounting system let you customize your accounting service for each client, letting your clients have as much or as little involvement as is right for them. You can even eliminate the need for clients to do any accounting work in their offices. You can make your accounting practice 20-50% more profitable by taking advantage of this breakthrough.

Now you can tell you clients, “Don’t-Decide-It-Yourself. Let’s work together to make accounting painless for you.” That’s the new DDIY model.

"A great solution for not only the practicing accounting firm but the Part Time CFO. I already see further enhancements that will create more value for my clients!"
~ Barry P, Calgary BC
"Thank you this is a great way of learning!"
~ Marilyn T,Coral Springs FL
"As always, very informative. Thank you!"
~ Ruth W, Denville NJ

2014 Accounting Update

Presented by: Wayne Kerr, CPA
Shown on: Dec 17, 2014, 2:30 PM ET

This webinar will bring you up to date on the latest accounting developments affecting accountants in public practice and in industry. Topics will be focused on activities of the FASB; including new pronouncements, the status of exposure drafts, etc. Other topics affecting accountants in public practice, such as significant developments with auditing standards, will also be discussed.

50 Ways to Increase Profits, Deliver Better Client Service and Be Happier for Tax Season 2015

Presented by:
Shown on: Dec 03, 2014, 12.00 AM ET

Rick Telberg presents a fast-paced webinar on the economic outlook, key metrics like revenues and profits, and money-making strategies.

2014 EWS Jeff Gramlich

Presented by:
Shown on: Oct 22, 2014, 12.00 AM ET

Cloud technology offers you a great opportunity to readdress your internal processes and deliver more valuable services to your clients.

Practical Guide to CPA Risk Management

Presented by:
Shown on: Oct 14, 2014, 12.00 AM ET

The program provides practical risk management advice, tips, and lessons using authentic case files, with the goal of reducing you and your firm’s vul

2014 EWS Gary Boomer

Presented by:
Shown on: Sep 24, 2014, 12.00 AM ET

You are in a great position to grow and increase profits from new and existing clients, but most of you will need to think differently.

2014 EWS Rick Solomon

Presented by:
Shown on: Sep 10, 2014, 12.00 AM ET

This webinar will share with you a completely different way of viewing your practice, clients, and life.

2014 EWS Erik Asgeirsson

Presented by:
Shown on: Aug 20, 2014, 12.00 AM ET

Cloud technologies available to the accounting profession have matured in sophistication as has the adoption by firms.

Six Marketing Strategies You Can Implement in the Next 60 Days

Presented by:
Shown on: Jul 30, 2014, 12.00 AM ET

In this webinar, you'll learn six marketing strategies that are both cost-effective and have been proven to deliver results to accounting firms.

2014 EWS Jim Boomer

Presented by:
Shown on: Jul 09, 2014, 12.00 AM ET

One of the most common arguments about moving to the cloud involves data integration.

2014 EWS Randy Johnston

Presented by:
Shown on: Jun 04, 2014, 12.00 AM ET

Tech Cookbook: Plain Tech Talk for Your Office. Making practical technology recommendations is the reasoning behind creating this session for you.

2014 EWS Chandra Bhansali

Presented by:
Shown on: May 07, 2014, 12.00 AM ET

Where are the Growth Opportunities? Cloud trends can add billions in revenue to practices. From Expert Webinar Series, presented by Chandra Bhansali


AccountantsWorld is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: The NASBA registry number for AccountantsWorld is 102985.