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Build a Growth Engine for Your Practice - 5 Steps Process For Tax & CPA Firms

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Before starting this self study program, please go through the instructional document.


  • Identifying the problem
    5 mins
  • Potential benefits of the shifts
    6 mins
  • Introduction to the speaker
    7 mins
  • Shifts and explanation with case studies
    10 mins
  • The process for converting an existing client
    39 mins
  • The Pyramid of Reliable Results
    43 mins
  • Understanding the unseen cost
    46 mins

Course Description

Rule 80/20 = Usually all business generate most of their profits from small number of their customer. This is no different for accounting firms. If you’re a small or a mid-sized accounting firm, you know that the days of depending on high volume and low-profit compliance work are over. This webinar will not be telling you get rid of existing clients that you help with compliance & accounting work, you should retain that. But instead it will highlight on

  • Increasing value of your services through advisory, planning, review, CFO, consulting etc.
  • Bringing back focus to developing new relationship and acquiring right clients that add tremendous value.
  • Creating opportunities to expand existing relationship with clients.
  • How to change your positioning from accountants to an expert & valued advisor.
  • Productize & Systematize your compliance & accounting for making it more profitable & scalable and make it as an entry point to big ticket clients.
  • Allocation of time (time is capital in case of accounting firms) to every segment & client firm, as per their value to their firm.
In this webinar, we’ll show you how we’ve helped over 10,000 accountants in growing their revenue by sharing the exact 5 step process the most profitable small to medium-sized accounting firms are using to get to more clients & assignment. Whether you just have a small base of business clients, or your firm is full with high volume and low-profit work, this webinar will lay out the path in growing your revenue, while reducing your hours, and increasing both the quality of your client and the value of your work. If you’ve ever wondered about how to get paid what you’re really worth, where all the great clients are, and how you can get clients to see your value, then this webinar is for you.

Learning Objectives

  • The step-by-step process to bring in $3,000 to $15,000/mo clients in 8 weeks or less without having to work more.
  • How to increase the value of your services, through consulting, advisory, planning, review, CFO services etc.
  • There is no reason to let go compliance & accounting work but how can you systematize it to make it more scalable & less time consuming.
  • The real reason why working more hours is NOT a good strategy for making more money, and how you can attract high-profit clients starting today, without the headaches.
  • The secret to getting paid what you're REALLY worth and what you must say to confidently bring in ultra-profitable monthly work with your ideal clients in your next conversation.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Business Owner
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Outsourced CFO
  • Tax Accountant (Industry)
  • Young CPA







Great presentation ... Great presenter


This was a very insightful presentation. Thank you.


Very informative webinar


Very thought provoking and motivating.


Great presenter!