CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Build a growth engine for your practice - 5 Steps process for Tax & CPA firms.

4.3 (599)

Matt Solomon

Center for Enlightened Business

Wednesday, May 20, 2020 | 12:00 PM EDT

  • CPA Canada
  • CMA
  • CPA
  • CVA
  • Maryland Tax Preparer

1 Credit


Subject Area

Business Management and Organization

Additional Dates

Jul 06, 2021 | 12:00 PM EDT Register
Jul 20, 2021 | 11:00 AM EDT Register
Aug 03, 2021 | 12:00 PM EDT Register
Aug 17, 2021 | 12:00 PM EDT Register
Aug 31, 2021 | 12:00 PM EDT Register

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. But instead, it will highlight on

  • 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 accountants to an expert & valued advisor.

  • Productize & Systematize your compliance & accounting for making it more profitable & scalable and make it as an entry point to big-ticket clients.

  • Allocation of time (time is capital in case of accounting firms) to every segment & client firm, as per their value to their firm.

In this webinar, we’ll show you how we’ve helped 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 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.

Learning Objectives

  • The step-by-step process to bring in $3,000 to $15,000/mo clients in 8 weeks or less without having to work more.
  • How to increase the value of your services, through consulting, advisory, planning, review, CFO services etc.
  • There is no reason to let go compliance & accounting work but how can you systematize it to make it more scalable & less time consuming.
  • The real reason why working more hours is NOT a good strategy for making more money, and how you can attract high-profit clients starting today, without the headaches.
  • The secret to 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.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Business Owner
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Others
  • Outsourced CFO
  • Tax Accountant (Industry)
  • Young CPA


    [no_of_record] => 599
    [average] => 4.3389




Thank You for hosting the webinar. The entire presentation was packed with excellent content and also with great summarization of each specific area of study.


I really enjoyed the instructor. He made it a lively and informative seminar.


The webinar was very informative