Would you go to a new destination without using a GPS or at least asking for directions? I know I wouldn’t! So why would you run your practice without a roadmap to success? And that roadmap starts with effective goal setting.

On this webinar, I’ll break down the different types of goals, how to incorporate them into your practice and how to get your team involved.

Learning Objectives:

• What are clear and concise goals and the steps to develop them in your practice.


• SMART Goals are Effective Goals! You’ll learn the different between effective CPA practice goals and unrealistic goals and why you need to know the difference.


• It’s a TEAM effort!  How to multiply productivity and generate higher growth and profits by involving your team in the goal creation process (this is VITAL to you practice success). 


• KPIs! A goal cannot be achieved without some way to measure it. During this webinar, I’ll show you which KPIs you need to track and how to adjust your goals for success!