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

Course Details

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ADDITIONAL DATES

Aug 18, 2020 | 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.

Why You Should Attend ?

Center for Enlightened Business has helped over 10,000 accountants grow their revenue, increase 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.

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.

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
(273)
53%
30%
11%
3%
3%
  • KM
    Kelley Maddox , CPA, CFP
    Nov 5th 2019
    Great and Insightful information ! Every CPA professional should attend the webinar for professional development. This 1 hour webinar course offered a good general understanding of increasing the value of your services.
RR
Raafat Raafat , CPA
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.
FS
Faisal Siddiqi , CMA, CPA
Matt provided really good examples of what steps should be taken to improve the growth of the firm. The handout material is awesome! The examples provided during the presentation are very useful.
MB
Mirza Baig , CPA
Very good webinar. Informative and engaging. The material was clear and easy to understand.
KK
Kumani Kee
The flow of the presentation was smooth. I liked the webinar content.
CP
Christina Pedretti , CPA
I was able to relate some of the situations faced. I found the insights really helpful. I think I am going to apply some of them, if not more.

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

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Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
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Monday, August 10, 2020 | 10:00 AM EDT View Details/Register
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Monday, August 10, 2020 | 01:00 PM EDT View Details/Register
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Monday, August 10, 2020 | 01:30 PM EDT View Details/Register
1031 EXCHANGES FROM TAX SAVINGS TO WEALTH CREATION: ACCOUNTANTS, CFO, CONTROLLERS, CPAS, & TAX PROS
Monday, August 10, 2020 | 02:00 PM EDT View Details/Register
IRS Penalties, Abatements, and Reasonable Cause
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
Form W-4 and Other Payroll and Form 1099 Updates
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
IRS Audit Process & Defense Presentation
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
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Tuesday, August 11, 2020 | 09:00 AM EDT View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Business Management and Organization
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Accountant Business Owner Others CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Young CPA CPA in Business Entrepreneurial CPA Outsourced CFO Tax Accountant (Industry) Accounting Practice Owners
  • Handout Material Download

upcoming Live CPE Webinars

Partnership Preparation, Basis Calculations & Distributions – Form 1065 Schedule K & K-1 Analysis
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
Children of all ages: Comprehensive Planning Techniques
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
Tax Practitioner Ethics
Monday, August 10, 2020 | 10:00 AM EDT View Details/Register
CPAs and Financial Planners Understanding Critical Concepts of Trusts and Estates
Monday, August 10, 2020 | 10:00 AM EDT View Details/Register
Children of All Ages - Comprehensive Planning Techniques (New)
Monday, August 10, 2020 | 11:00 AM EDT View Details/Register
Advanced Excel Skills for Accountants
Monday, August 10, 2020 | 11:30 AM EDT View Details/Register
10 Secrets the Credit Card Processing Industry Doesn't Want You to Know
Monday, August 10, 2020 | 12:00 PM EDT View Details/Register
Estate Planning for IRAs Payable to Trusts After the Secure Act
Monday, August 10, 2020 | 01:00 PM EDT View Details/Register
Multistate Payroll Withholding Tax Issues
Monday, August 10, 2020 | 01:30 PM EDT View Details/Register
1031 EXCHANGES FROM TAX SAVINGS TO WEALTH CREATION: ACCOUNTANTS, CFO, CONTROLLERS, CPAS, & TAX PROS
Monday, August 10, 2020 | 02:00 PM EDT View Details/Register
IRS Penalties, Abatements, and Reasonable Cause
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
Form W-4 and Other Payroll and Form 1099 Updates
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
IRS Audit Process & Defense Presentation
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Tuesday, August 11, 2020 | 09:00 AM EDT View Details/Register