Tone at the Top: Fraud and Leadership

Overview

Selling doesn’t have to feel like selling. This on-demand course breaks down a 10-step sales system designed specifically for CPAs who want to grow their firms while staying energized about their work. You’ll learn how to attract the right clients, deliver real value, and build a practice that feels less like a grind and more like a calling. From refining your niche to mastering consultative conversations and asking for referrals with confidence, this session walks you through a client-focused process that builds trust, drives growth, and transforms your role from CPA to CEO. You’ll learn how to: Build a client-attracting funnel that works while you work Craft content and landing pages that actually convert Communicate with purpose and consistency Deliver standout service that keeps clients coming back Grow your mindset’and your business’with intention Ideal for CPAs ready to take control of their growth strategy’without ever feeling like a salesperson. This session was recorded on April 17, 2025 for CalCPA’s Practice Management Bootcamp conference.

Highlights

• Fraud
• Accounting and Auditing

Objectives

• Identify "Tone at the Top" issues in Fraud
• Recognize risk assessments for "Tone at the Top"
• Determine Social Responsibility Accounting implications
• Identify Productivity Enhancements

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.