myCPE

Build a Growth Engine for Your Practice - 5 Steps Process For Tax & CPA Firms 1 Credit

Build a Growth Engine for Your Practice - 5 Steps Process For Tax & CPA Firms 1 Credit

  • Rating

    4.6

  • Reviewed on

    November, 2023

  • Subject Area

    Business Mgmnt and Org

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • 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. 

Course Overview

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.

On Demand Credits for All Qualifications

License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

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.

About Instructor

Join now Matt Solomon CPA, CFE, CMA live webinar at myCPE

Matt Solomon

Advisor, Center for Enlightened Business

  • 4.3
  • rating
  • rating
  • rating
  • rating
  • rating

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.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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AR

Alexis Ramirez, CPA (US)

5

Encourages you to not overthink your value and abilities!

MJ

Magdalene Jordan, CPA (US)

5

This was a very insightful presentation. Thank you.

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Inclusions

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    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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