Webcast: Delegate To Elevate Workshop 2025

Overview

As a CPA, your time is your most valuable asset. The challenge is that many CPAs find themselves bogged down with administrative tasks, which not only drain their energy but also limit their ability to focus on high-value client work that drives growth and revenue. It’s often tempting to do everything yourself; finding, training, and managing reliable support staff, especially in remote work environments, can feel daunting, and outsourcing tasks may seem risky. But here’s the reality: knowing how and when to delegate can unlock your firm’s potential and profitability. In this workshop, we’ll explore how to shift your mindset from ‘it’s easier to do it myself’ to ‘it’s smarter to let my team do it.’ We’ll cover the key steps to building a support system that allows you to scale, including using technology to streamline processes, standardizing tasks that can be delegated and ensuring your support staff has the training and accountability to consistently deliver. With a clear structure in place, you’ll be able to shift your focus back to client relationships, advisory services and other high-value tasks; ultimately leading to a more profitable and sustainable firm.

Highlights

• Task prioritization
• Outsourcing criteria
• Effective Leadership

Prerequisites

None.

Designed For

CPAs and other professionals interested in enhancing delegation strategies in the workplace.

Objectives

• Recognize tasks that add the most value to your firm's growth and those that can be delegated to support staff for greater efficiency
• Determine when it makes sense to outsource tasks by evaluating their complexity, the time spent on them, and how delegating them can help scale the business
• Identify effective leadership and management strategies to ensure outsourced or delegated tasks are completed with consistency and quality, enabling business growth

Preparation

None.

Notice

Role Level: Entry-level/Individual contributor; Manager/Senior Manager; Director; Executive/VP; C-Suite; Sole Practitioner; Board