Five Ways to Rate Your CPA's Effectiveness

Date: May 23, 2019

Time: 07:30PM - 08:45PM

You must be registered to participate!

Although most orthodontists utilize the services of a CPA, few are truly satisfied with the results they receive. However, it can be challenging to measure the success of a professional with limited knowledge on the services they provide. In this webinar, we will discuss the five subject areas in which all CPAs should be involved, and how to objectively and subjectively measure their performance to determine if you are getting your money's worth. We will review the type of financial advice you should receive, how an accountant should formulate financial statements to provide useful information, assisting with internal controls within the company to prevent theft, and a variety of other topics that distinguish the difference between average and great CPAs.

After this lecture, you will be able to:

1.) List the services that should be provided by your CPA on an annual basis above and beyond your income tax returns;
2.) Explain the financial statements a CPA should provide, and how to determine their usefulness;
3.) List examples of the types of internal controls your CPA should be monitoring;
4.) Describe the type of tax planning that you should expect from your CPA.

Speaker Disclosure:
No financial and/or beneficial interest

Length of Session:
Each session consisting of lecture and audience questions will last 75 minutes.

No charge, but advance registration is required.

Continuing Education:
Each participant who completes the Webinar will earn 1.25 CE credit.

Continuing Education Disclaimer:
This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest

American Association of Orthodontists is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual lectures or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at

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