ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS

Course Details

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ADDITIONAL DATES

Jul 09, 2020 | 12:00 PM EDT Register
Jul 23, 2020 | 12:00 PM EDT Register
Aug 11, 2020 | 12:00 PM EDT Register
Aug 25, 2020 | 12:00 PM EDT Register

Course Description

If you’re a small or a mid-sized accounting firm, you always network and fish for gaining large clients, to what we call as either good size businesses or high net-worth individuals. Because everyone knows that the old model of depending on high volume and low-profit compliance is not the future.

In this webinar, we’ll show you how we’ve helped over 10,000 accountants grow their revenue by sharing the exact 4 step process the most profitable small to medium-sized accounting firms are using to get to more lucrative work. 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.

We will touch upon some real-world case studies of accounting firms?

  • How, focused effort on increasing revenue resulted in doubling business in 2 years?
  • How accounting firm can add 2 to 5 clients every month?
  • How to price value in your services that help you in increasing revenue from existing clients?
  • How Top 2% of Small & Mid Size firms grab cream clientele?

    

Why You Should Attend ?

Center for Enlightened Business has helped over 1000s of accountants in grow their revenue, increasing 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.

Webinar Qualifies for

  • 1 credit of Communication and Marketing for all CPAs

Learning objectives

  • To identify step-by-step process to bring in $3,000 to $15,000/month value clients in 8 weeks or less without having to work more.
  • To recognize that working more is not a solution but a problem, which doesn’t allow to examine your business closely &hHow to overcome that in your best interest so that you can focus on what’s core to the business.
  • To recognize why working more hours is NOT a good strategy for making more money, and how you can attract high margin clients starting today, without the headaches.
  • To identify various secrets of 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.
  • To identify how clients are 10x their fees with existing clients and the process they use to so their clients are HAPPIER paying these higher fees.

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.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during/after the webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.3
(274)
53%
33%
11%
2%
2%
  • DS
    David Shatz , EA
    Oct 30th 2019
    Great presenter. Matt did a great job by keeping the pace of the webinar still and providing so much of information in such a short span of time. Your webinar was value-packed!!
CL
Catrina Latten , CPA
I'm a CPA working in industry as the Director of Finance for a $6M manufacturing S Corporation. (Yes, I need the CPE) I wish my tax accountants would view this webinar, because I feel their focus is solely on the owner of the company and they provide very little advice to the business. The conversations are always reactive and focused on compliance and not very proactive in helping the company improve or to prepare for changes in tax law or to consider implication in our business plans & strategies.
DZ
Diana Zendejas
5
BC
Brett Coons
Great job! Thanks!
GP
GLORIA PRAMIK , Bookkeeper
EXCELLENT
MB
Melissa Burns , Bookkeeper
I FEEL THAT MY EXPERIENCE WITH THIS WEBINAR WILL HELP ME MORE THAN BEFORE WITH TERRIBLE CLIENTS THAT WASTED MY TIME AND GAVE NO RETURN.

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.

upcoming Live CPE Webinars

Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
QuickBooks: Year-end Procedures
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
Measuring and Managing Customer Profitability
Monday, July 06, 2020 | 11:30 AM EDT View Details/Register
REMOTE WORKING IS WAY FORWARD TO GROW: FOR CPA FIRMS, TAX & ACCOUNTING FIRMS
Monday, July 06, 2020 | 12:00 PM EDT View Details/Register
Ethics for Arizona CPAs : Part 2 (Board of Accountancy)
Monday, July 06, 2020 | 12:00 PM EDT View Details/Register
TAX PRACTICE STANDARDS (ETHICS)
Monday, July 06, 2020 | 12:30 PM EDT View Details/Register
FRAUD ESSENTIALS: WHO? How? why? what?
Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
LATEST UPDATES ON FBAR AND FATCA OBLIGATIONS FOR INDIVIDUALS AND ENTITIES (COVID-19)
Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
Budgeting using Excel
Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
Form 1040 Schedule C ( Updated 2020 )
Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
NEW FORM 941, FORM 7200, ERC, TAX CREDITS UNDER FFCRA, & OTHER PAYROLL UPDATES IN COVID-19
Monday, July 06, 2020 | 03:30 PM EDT View Details/Register
QuickBooks: Progress Invoicing and Job Costing
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Cares Act Comprehensive Update (COVID-19)
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Accountant prepared a return and it is under Criminal Investigation by the IRS, Now What?
Tuesday, July 07, 2020 | 10:00 AM EDT View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Communications & Marketing
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Tax Attorney Tax Practitioners Accountant Business Owner CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Tax Pros CPA (Industry) Tax Firm Young CPA Entrepreneurial CPA Accounting Practice Owners Tax Managers Tax Preparer
  • Handout Material Download

upcoming Live CPE Webinars

Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
QuickBooks: Year-end Procedures
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
Measuring and Managing Customer Profitability
Monday, July 06, 2020 | 11:30 AM EDT View Details/Register
REMOTE WORKING IS WAY FORWARD TO GROW: FOR CPA FIRMS, TAX & ACCOUNTING FIRMS
Monday, July 06, 2020 | 12:00 PM EDT View Details/Register
Ethics for Arizona CPAs : Part 2 (Board of Accountancy)
Monday, July 06, 2020 | 12:00 PM EDT View Details/Register
TAX PRACTICE STANDARDS (ETHICS)
Monday, July 06, 2020 | 12:30 PM EDT View Details/Register
FRAUD ESSENTIALS: WHO? How? why? what?
Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
LATEST UPDATES ON FBAR AND FATCA OBLIGATIONS FOR INDIVIDUALS AND ENTITIES (COVID-19)
Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
Budgeting using Excel
Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
Form 1040 Schedule C ( Updated 2020 )
Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
NEW FORM 941, FORM 7200, ERC, TAX CREDITS UNDER FFCRA, & OTHER PAYROLL UPDATES IN COVID-19
Monday, July 06, 2020 | 03:30 PM EDT View Details/Register
QuickBooks: Progress Invoicing and Job Costing
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Cares Act Comprehensive Update (COVID-19)
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Accountant prepared a return and it is under Criminal Investigation by the IRS, Now What?
Tuesday, July 07, 2020 | 10:00 AM EDT View Details/Register