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

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: October, 2019

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • 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 businesses generate most of their profits from a 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 to get rid of existing clients that you help with compliance & accounting work, you should retain that.

Instead, this online CPE course on Business Management and Organization will highlight - 

  • The increasing value of your services through advisory, planning, review, CFO, consulting, etc.
  • Bringing back focus to developing new relationships and acquiring the right clients that add tremendous value
  • Creating opportunities to expand the existing relationships with clients
  • How to change your positioning from accountant to an expert & valued advisor
  • Productize & systematize your compliance & accounting for making it more profitable & scalable and make it an entry point for big-ticket clients
  • Allocation of time (time is capital in the case of accounting firms) to every segment & client firm, as per their value to their firm

In this webinar, Matt Solomon will show how he was able to help 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 & assignments. 

Whether you just have a small base of business clients, or your firm is a high-volume and low-profit work, this webinar will lay out the path to 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 are really worth, where all the great clients are, and how you can get clients to see your value, then this webinar is for you. 

If you are interested in Tax updates, explore IRS Approved CE Webinars.

Learning Objectives

  • To explore a step-by-step process to bring in $3,000 to $15,000/month clients in 8 weeks or less without having to work more.
  • To recognize how to increase the value of your services, through consulting, advisory, planning, review, CFO services, etc.
  • To systematize compliance and accounting to make it more scalable & less time-consuming.
  • To identify how you can attract high-profile clients starting today without the headaches.
  • To recognize why working more hours is not a good strategy for making more money.
  • To recall the secret to getting paid what you are really worth.
  • To recognize what you need to say confidently to bring ultra-profitable monthly work with your ideal clients in your next conversation. 

Recommended For

  • This online CPE webinar on Business Management is recommended for CPAs, CMAs, and Any Other Professional employed in the Accounting domain to explore how they can contribute in value addition to their firms’ business. 
  • This online CPD course is also recommended for CPAs in Canada who want to expand their business rapidly.

    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

    Course Qualification

    Webinar Qualifies For

    • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
    • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
    • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 1 CE Credit for Certified Wealth Strategist (CWS)
    • 1 General Credit for Accountant/Bookeeper
    • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
    • 1 CPE Credit for Certified Management Accountants (CMA)
    • 1 CPD Credit for CA - ICAEW
    • 1 CPD Credit for Chartered Certified Accountants (ACCA)
    • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
    • 1 CPD Credit for Chartered Accountants - Scotland
    • 1 CPD Credit for CPA - Ireland

    Additional details

    • Course Level :
      Basic
    • Credits :
      1
    • Instructional Method :
      QAS Self Study
    • Pre-requisites :
      None
    • Advance Preparation :
      None

    NASBA APPROVED

    MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

    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.

    Presenter

    About Presenter

    Matt Solomon

    Advisor, Center for Enlightened Business

    Matt Solomon, is the CEO of 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. They’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.

     

    He is a weekly contributing author in CPA Trendlines, member of CPA consultants alliance, speaker on stages for QuickBooks and Intuit, and trainer for fortune 500 companies.

    About Company

    Center for Enlightened Business

    www.enlightened.business

    Dedicated to empowering accounting firm owners to grow their practice exponentially and bring in highly profitable monthly engagements of $3000 to $15,000 per client per month.

    For more than a decade, we’ve served and coached over 10,000 accountants by providing extensive knowledge and guidance to attract, price, sell, and deliver value to highly profitable monthly retainer clients. 

    The Center for Enlightened Business is the culmination and evolution of our years of experience, coaching, and service to those we care about most - the small- to medium-sized accounting firm owners.

    We’re all focused on changing one life at a time. Everyone here cares about the success of our members like they care about their own success. It’s a beautiful thing. We invite you to join us and begin today to grow your accounting business and improve the qualify of your life.

    Faq

    FAQs content

    • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
    • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
    • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
    • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
    • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
    • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
    • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
    • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

    Ratings and Review

    4.6

    359 Ratings

    Excellent

    237

    Very Good

    99

    Average

    15

    Poor

    5

    Terrible

    3

    SF

    Sarah Ferguson, Accountant, CPA (US)

    Feb 27th, 2022

    great

    GM

    Ghazwan Mikeal, CPA (US)

    Nov 19th, 2021

    great course

    AK

    Andrew Kao, CPA (US)

    Jul 29th, 2021

    fantastic

    CRC

    Catherine R Cool, CPA (US)

    Mar 9th, 2021

    Great presentation ... Great presenter

    TH

    Thuong Hoang, CPA (US)

    Feb 25th, 2022

    ok

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