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Public Practice Management

Starting a Successful CPA Practice (On-Demand  CPABC)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

This seminar provides key information and assessment of the skill sets and tools needed to start and develop a successful CPA practice. It provides the practical knowledge needed to build a strong practice management framework, improve quality of service and client satisfaction, and explore the skills and knowledge needed to develop and build a successful practice.

 
Access expires 180 days from purchase date

Applicable for

New practitioners in small or medium-sized practices, particularly those with limited experience in public practice or practice management.  

Learning Objectives

  • describe the benefits of running your own CPA practice
  • assess your ability to start and manage your own CPA practice
  • consider the business aspects of running your own CPA practice
  • describe the professional requirements that apply to owning a CPA practice 

Content

  • the profile of the public practitioner
  • public practice regulatory framework
  • professional liability insurance, how much and how to.
  • setting up your practice
  • business planning, marketing and staffing
  • determining your practice profile
  • fee levels, billing and collecting
  • client management
  • staffing
  • practice review
  • resources
  • work/life balance

Course Content Created: April 2024

Course Content Updated: January 2026

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenter

Greg Buck, FCPA, FCA

About This Product

On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available.

These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
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Course Details
Cost
$100
Members
$125
Non-Members
Eligible Hours
4
CPD Hours
0.5
Ethics Hours
0
AML Hours
Passport
3
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Public Practice Management

Starting a Successful CPA Practice (On-Demand  CPABC)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$100
Members
$125
Non-Members
Eligible Hours
4
CPD Hours
0.5
Ethics Hours
0
AML Hours
Passport
3
Credits

Overview

This seminar provides key information and assessment of the skill sets and tools needed to start and develop a successful CPA practice. It provides the practical knowledge needed to build a strong practice management framework, improve quality of service and client satisfaction, and explore the skills and knowledge needed to develop and build a successful practice.

 
Access expires 180 days from purchase date

Applicable for

New practitioners in small or medium-sized practices, particularly those with limited experience in public practice or practice management.  

Learning Objectives

  • describe the benefits of running your own CPA practice
  • assess your ability to start and manage your own CPA practice
  • consider the business aspects of running your own CPA practice
  • describe the professional requirements that apply to owning a CPA practice 

Content

  • the profile of the public practitioner
  • public practice regulatory framework
  • professional liability insurance, how much and how to.
  • setting up your practice
  • business planning, marketing and staffing
  • determining your practice profile
  • fee levels, billing and collecting
  • client management
  • staffing
  • practice review
  • resources
  • work/life balance

Course Content Created: April 2024

Course Content Updated: January 2026

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenter

Greg Buck, FCPA, FCA

About This Product

On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available.

These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
PLDP Wordmark