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Miami-Dade - Building The CPA Prac /Integrated Accounting Systems/Tax Technical Services (DA121117)

Date:Monday, December 11, 2017
Time:4:00pm - 7:00pm
(Registration at 3:30pm )
Facility:Hyatt Regency Coral Gables, Coral Gables
CPE Credit:1.0 Accounting and Auditing
2.0 Technical Business
Instructor: David Hernandez
Vendor:Florida Institute of CPAs (Chapter)
Course Level:Update
Early Bird Price:$60.00 FICPA Members, $90.00 Non-Members


Building the CPA Practice
Credit(s) and Type: 1 | Technical Business
Speaker Name: David Hernandez, CPA

About this Topic:

Strategic and Tactical Planning: Design, Execute and Manage a Practice Strategic Plan that expands divisions, and minimize tactical errors.

Effective Sales Management Tools: Increase professional reputation and relevance while minimizing attrition, and increasing growth

Operational Management: Plan and execute activities that lead to the highest excellence, effective use of resources and a balanced life for its members

Leadership Development: Learn and Implement recruitment, training, development and retention of top talent.

Business Systems: Cloud Management Systems, Operational Manuals, Paperless Document Management and System-wide tools to build a successful practice

Integrated Accounting Systems
Credit(s) and Type: 1 | Accounting and Auditing
Speaker Name: David Hernandez, CPA

About David Hernandez, CPA:

In 2005, David Hernandez passed the CPA examination, and began his career in Public Accounting working for a Big Four CPA firm where he went from conducting field branch operating Audits, through Implementation of Sarbanes-Oxley (SOX) Controls to Audit of Public Companies. In 2006, he began teaching at Miami-Dade College, Accounting and Tax Subjects, while opening his sole practitioner CPA firm (CPA Fundamentals)

DHCPA continues to practice in Doral, Florida, serving Business and Non-Profit Clients year-round, by using a variety of well-planned services. He has eight divisions within his CPA practice, that he serves efficiently with a highly trained efficient staff and year-round regular operating hours (Balanced Life)

For the past 11 years, he has taught at local Universities such as FIU, MAU and FNU, while conducting CPE seminars at the FICPA and Cuban-American CPAs. David uses his technical knowledge, technologic tools and business acumen to help CPA firms that range from sole practitioners to multi-partner, obtain influence over the new generation of professionals. He also helps them design and implement effective practice management systems; preventive, operational and high-level controls; which combined with team development initiatives result in greater profitability, cash-flows, working capital, access to credit, while building intangible and total enterprise value, (Consulting and Advisory for CPA firms)

About this Topic:

1-Why do Integrated Accounting Systems offer both Client Value and Maximum Opportunity for CPAs?

2-Design and Implementation of Integrated Systems using Quickbooks Desktop in the Cloud

3-High-level explanation of hierarchy of accounting and financial controls to support clients that results in recurring engagements

4-Delegation of Duties among Client resources and CPA to maximize productivity, realizable billings while reducing professional risk

5-Implementation of Standards and Quality Control Guidelines that increase project profitability

Tax Technical Services
Credit(s) and Type: 1 | Technical Business
Speaker Name: David Hernandez, CPA

About this Topic:

Using Tax Deadlines to maximize Tax Season, take advantage of Extension-Season and expand services into year-round tax services.

Design and Implementation of advanced Tax Practice Services: IRS and FDR Representation, OIC, International Tax Planning.

Effective Client Consulting to scale clients up, from DBA through LLCs, S Corps to C Corp, by monitoring their business development through KPIs.

Allocation of resources to different stages of: tax plannning, preparation, drafting and completion. How to avoid bottlenecks and low-profit tax engagements.

Advanced Tax Planning Techniques (401K, SEP IRA) to motivate Clients to follow Tax rules, while saving on federal taxes

Chapter Registration Contact
Name: Linda Cohen Levine
Phone: 3055294075

Meal Description

Bibb Lettuce with Tomatoes, Onions, Peppers, Almonds, Lemon Dijon Vinaigrette

Bread with Herb Butter

Florida Orange Brined Grilled Chicken Breast with Thyme Pan Jus

Orzo Risotto, Grilled Asparagus


Mahi with Mango Jalapeno Cream

Garlic Mashed Potatoes, Broccolini

Member Cost 60
Non Member Cost 90

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Call Member Services at (800) 342-3197.

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  • Mail your reservation payment to:
    Florida Institute of CPAs
    P.O. Box 5437
    Tallahassee, FL 32314-5437
    Please make checks payable to: Florida Institute of CPAs

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Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Monday, December 11, 2017
Meal Choice
Florida Orange Brined Grilled Chicken Breast with Thyme Pan Jus

Mahi with Mango Jalapeno Cream

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