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

Course Details

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ADDITIONAL DATES

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
  • 1 General Educational credit for Tax Professionals/Bookkeepers/Accountants

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.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

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
(303)
54%
32%
11%
2%
2%
  • CL
    Catrina Latten , CPA
    Nov 11th 2019
    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.
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.
WD
William Dyson
Really enjoying session. Please keep the webinars coming.
CP
Christina Pedretti , CPA
Thank you Matt for a wonderful webinar... Your experience has helped me learn a lot of areas in the stated subject.
JB
JUSTAS BOVELL , CGMA, CPA
Excellent Webinar. Matt's knowledge and experience is excellent. I learned a great deal from this webinar that I've not heard before. It was well worth the time.
SC
Susan Comeau , CPA
Knowledgeable speaker. I got a lot out of this presentation. !

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.

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  • 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

Quickbooks Online (QBO) Mobile Application for Accountants
Thursday, August 06, 2020 | 09:00 AM EDT View Details/Register
IRS COLLECTION REPRESENTATION IN THE WAKE OF COVID-19
Thursday, August 06, 2020 | 10:00 AM EDT View Details/Register
Building a Framework for Regulatory Ethics
Thursday, August 06, 2020 | 10:30 AM EDT View Details/Register
Passive Loss Issues with Schedule K-1s
Thursday, August 06, 2020 | 11:00 AM EDT View Details/Register
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Thursday, August 06, 2020 | 11:00 AM EDT View Details/Register
Top 10 Things All CPAs Need to Know About IRS Representation
Thursday, August 06, 2020 | 11:30 AM EDT View Details/Register
INTRO TO ACCOUNTINGSUITE™ & MULTI-CHANNEL INVENTORY
Thursday, August 06, 2020 | 12:00 PM EDT View Details/Register
Effective Leadership – Finding Common Ground Despite Differing Points of View
Thursday, August 06, 2020 | 12:00 PM EDT View Details/Register
Excel Tips & Tricks: For every Accountant, CPA, Bookkeeper, Tax Professional, Auditor & Controller
Thursday, August 06, 2020 | 01:00 PM EDT View Details/Register
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation
Thursday, August 06, 2020 | 01:00 PM EDT View Details/Register
Data Analysis 101 - Getting to the heart of performance data
Thursday, August 06, 2020 | 01:30 PM EDT View Details/Register
Individual Tax Update 2020
Thursday, August 06, 2020 | 03:00 PM EDT View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
Practical QB Training - Year End Closing, Analysis, Being Tax/Audit Ready
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
FASB ASC 606 : TIPS ON ACCOUNTING & AUDITING FOR REVENUE RECOGNITION
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register