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

4.4 (288)

Matt Solomon

Center for Enlightened Business

Tuesday, February 09, 2021 | 12:00 PM EDT

  • CPA (Canada)
  • CMA
  • CPA (US)

1 Credit

FREE

Subject Area

Communications & Marketing

Webinar Qualifies For

1 CPE credit of Communication and Marketing for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

passive activity loss limitations: working with the complex pal rules & real estate tax issues

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Aug 02, 2021 | 09:00 AM EDT View Details

auditing remotely: using current technologies, techniques and methodologies to ensure proper audits during covid-19 pandemic

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Aug 02, 2021 | 09:30 AM EDT View Details

corporate external financial reporting decisions

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Aug 02, 2021 | 10:00 AM EDT View Details

everything you need to know about partnerships

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Aug 02, 2021 | 10:00 AM EDT View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

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Aug 02, 2021 | 10:00 AM EDT View Details

excel accountant: pivot tables for data analysis

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

quickbooks: tricky & complex situations for advance learners

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Aug 02, 2021 | 10:00 AM EDT View Details

12 powerful tax saving strategies for your small business owner clients

(6)

Aug 02, 2021 | 10:00 AM EDT View Details

fraud update - latest

(7)

Aug 02, 2021 | 11:00 AM EDT View Details

yellow book boot camp – introduction to nfp and governmental accounting & auditing

Aug 02, 2021 | 11:00 AM EDT View Details

best overview on individual tax updates latest (basic)

Aug 02, 2021 | 11:00 AM EDT View Details

cash and kids: momentum on child tax credit

Aug 02, 2021 | 11:00 AM EDT View Details

s corps: crucial insights: why you should pick s over c, traps in s corp qualification, and more

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Aug 02, 2021 | 11:30 AM EDT View Details

merchant account nightmares: the shady world of credit card processing fees

(47)

Aug 02, 2021 | 12:00 PM EDT View Details

fraud/anti-corruption awareness, prevention and detection

(102)

Aug 02, 2021 | 12:00 PM EDT View Details

Additional Dates

Aug 10, 2021 | 12:00 PM EDT Register
Aug 24, 2021 | 12:00 PM EDT Register
Sep 07, 2021 | 12:00 PM EDT Register
Sep 21, 2021 | 12:00 PM EDT Register
Oct 05, 2021 | 12:00 PM EDT Register
Oct 19, 2021 | 12:00 PM EDT Register
Nov 02, 2021 | 12:00 PM EDT Register
Nov 16, 2021 | 12:00 PM EDT Register
Nov 30, 2021 | 12:00 PM EDT Register
Dec 14, 2021 | 12:00 PM EDT Register
Dec 28, 2021 | 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?

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.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Business Owner
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Testimonial

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    [no_of_record] => 288
    [average] => 4.3507
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4.4

(288)
51%
36%
10%
1%
1%

DA

I'm a CPA working for a financial planning firm and love using all my skills here and enhancing my advisor skills. I thought the ideas presented here will also help me at this RIA as we, too, have been adding value to our clients in different ways. So true all the 4 shifts that need to be made ... even in life ... being proactive not reactive in service, attracting the right clients with our posturing and delivering with confidence. Awesome webinar and so happy attended. Matt is providing a much needed service!

EA

The instructor was very knowledgable and you can tell this is his expertise. Effective learning program!

MC

Good basic information for an accountant starting out or one that need to start to grow the practice.

RB

Overall, I learned a lot from this class.

JC

Best CPE course I have listened to thus far.

LM

excellent as always!