BUILD A GROWTH ENGINE FOR YOUR PRACTICE - 5 STEPS PROCESS FOR TAX & CPA FIRMS
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Course Details

Overview of Topics

  • Identifying the problem5 mins
  • Potential benefits of the shifts6 mins
  • Introduction to the speaker7 mins
  • Shifts and explanation with case studies10 mins
  • The process for converting an existing client39 mins
  • The Pyramid of Reliable Results43 mins
  • Understanding the unseen cost46 mins

Why You Should Attend ?

Center for Enlightened Business has helped over 10,000 accountants grow their revenue, increase profitability, and get their time back by adding tens of millions of dollars of new, leveraged business to their bottom line. This webinar will outline a step-by-step process to bring in $3,000 to $15,000/mo clients in 8 weeks or less without having to work more.

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.

About Presenter

Matt Solomon, Public Speaker

Advisor,Center for Enlightened Business

matt.solomon@enlightened.business

Matt Solomon, is the CEP for the center for Enlightened Business. His company provides a system and support for the small- to medium-sized accounting firm to price, sell, and deliver high profit work.

We’ve helped over 10,000 accountants grow revenue, increase profitability, and get their time back by adding tens of millions of dollars of new, leveraged business to their bottom line.

I’m a weekly contributing author in CPA Trendlines, member of CPA consultants alliance, speaker on stages for Quickbooks and Intuit and training for fortune 500 companies.

We provide a system and support for the small-to-medium sized accounting firms to price, sell and deliver high profit work.

Review Questions

  • Question 1 : 00:15
  • Question 2 : 00:29
  • Question 3 : 00:48
  1. Why did the speaker insist on decreasing the dependency on compliance work?
  2. Why do the accountants fail in the role of a business advisor in the opinion of the speaker?
  3. Which are the right steps to the enlightened profitability in the opinion of the speaker?
  1. What does the real problem is in the opinion of the speaker?
  2. What would the shift result in for accounting professionals?
  3. In the opinion of the speaker, what is the role of the business advisor?
  4. Why does the speaker suggest to shift for the business advisory side of the accounting business?
  5. Which one of the following represents the biggest reason for the accountants who know the enlightened profitability process?

FAQ

  • myCPE self-study courses are online.
  • The self-study format allows you to access the material online 24/7 and study at your own pace.
  • As per NASBA guidelines, you have one year from date of registration to complete each program.
  • Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
  • Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
  • These are Live recorded presentations converted into Self Study (On-Demand Videos).

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Reviews

4.5
(204)
63%
26%
6%
2%
2%
  • KM
    Kelley Maddox , CPA, CFP
    Nov 5th 2019
    Great and Insightful information ! Every CPA professional should attend the webinar for professional development. This 1 hour webinar course offered a good general understanding of increasing the value of your services.
RR
Raafat Raafat , CPA
Thank You for hosting the webinar. The entire presentation was packed with excellent content and also with great summarization of each specific area of study.
FS
Faisal Siddiqi , CMA, CPA
Matt provided really good examples of what steps should be taken to improve the growth of the firm. The handout material is awesome! The examples provided during the presentation are very useful.
MB
Mirza Baig , CPA
Very good webinar. Informative and engaging. The material was clear and easy to understand.
KK
Kumani Kee
The flow of the presentation was smooth. I liked the webinar content.
CP
Christina Pedretti , CPA
I was able to relate some of the situations faced. I found the insights really helpful. I think I am going to apply some of them, if not more.

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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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  • Cost FREE
  • CPE Credits 1
  • Subject Area Business Management and Organization
  • Course Level Basic
  • Instructional Method QAS Self Study
  • Prerequisites None
  • Advanced Preparation None
  • Recorded Date October 01 ,2019
  • Published Date November 04 ,2019
  • Who should attend? Accountant Business Owner CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA Outsourced CFO Tax Accountant (Industry) Accounting Practice Owners
  • Handout Material Download
  • Key Terms Download

On-Demand Webinars

GENERALLY ACCEPTED GOVERNMENT AUDITING STANDARDS: THE NEW YELLOW BOOK (LATEST FOR NON-PROFIT)
Thursday, October 15, 2020 View Details/Register
CUTTING THE GORDIAN KNOT: ECHECK FRAUD, MOBILE BANKING FRAUD, CHECK 21 & HOLDER IN DUE COURSE
Tuesday, October 13, 2020 View Details/Register
CYBERSECURITY BASICS FOR ACCOUNTING & TAX COMMUNITY
Monday, October 12, 2020 View Details/Register
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Friday, October 09, 2020 View Details/Register
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Friday, October 09, 2020 View Details/Register
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Thursday, October 08, 2020 View Details/Register
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Thursday, October 08, 2020 View Details/Register
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Thursday, October 08, 2020 View Details/Register
UNDERSTANDING FRAUD, THE BASICS
Wednesday, October 07, 2020 View Details/Register
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Wednesday, October 07, 2020 View Details/Register
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Thursday, August 27, 2020 View Details/Register
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Tuesday, September 29, 2020 View Details/Register
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Tuesday, September 29, 2020 View Details/Register
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Tuesday, September 29, 2020 View Details/Register
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Friday, September 25, 2020 View Details/Register