myCPE
myCPE

5 Shifts to Secure $3k-$15k Monthly Clients 1 Credit

Sep 09, 2024, 12:00 PM ET

5 Shifts to Secure $3k-$15k Monthly Clients 1 Credit

The Definitive Value Pricing Guide for CPA Firm Owners

  • Rating

    4.9
  • Published on

    October, 2024
  • Subject Area

    Business Mgmnt and Org

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Sep 09, 2024, 12:00 PM ET

Learning Objective

  • Analyze top firms' strategies to reduce hours and grow revenue.
  • Identify high-value clients and maximize opportunities within existing client base.
  • Implement premium pricing strategies reflecting your firm's service value confidently.
  • Enhance your firm's market position as a premium advisory provider.
  • Apply five strategic shifts to double revenue and reduce hours.

Course Overview

You’ve built a successful CPA firm, perhaps reaching, nearing, or exceeding the $1M mark in revenue. You’ve managed the demands, dealt with the grind, and maintained your firm's momentum. But you know there’s more—higher value clients, better margins, and a more rewarding way to work. While you could continue on your current path, there’s an itch you can’t ignore: the sense that you should be paid better for the value you deliver and that your time should be spent more strategically.  

This isn’t about starting from scratch; it’s about taking what you’ve built and amplifying it to achieve your desired results. Imagine doubling your revenue while reducing your workweek by 75% or increasing your monthly client fees from $1,500 to $11,000—these are actual results achieved by firms like yours. In this CPE Course, we’ll guide you through transforming your service offerings, redefining your value, and implementing a pricing strategy that positions your firm as a premium provider.  

Major Topics:

  • Top Firm Success Strategies
  • High-Value Client Acquisition
  • Premium Pricing Techniques
  • Market Positioning Insights

Join this CPE Course and discover the five strategic shifts top-performing firms use to transition from good to extraordinary. In addition to getting paid more, this is about giving clients what they truly want and securing their long-term loyalty to your firm. This is your opportunity to move beyond the plateau and enter a new era of growth, profitability, and work-life balance.  

For more CPE Business Management Courses, Click here.

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Join now Matt Solomon CPA, CFE, CMA live webinar at myCPE
Matt Solomon

Advisor, Center for Enlightened Business

  • 4.3
  • rating
  • rating
  • rating
  • rating
  • rating

Matt Solomon, is the CEO of 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. They’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.

 

He is a weekly contributing author in CPA Trendlines, member of CPA consultants alliance, speaker on stages for QuickBooks and Intuit, and trainer for fortune 500 companies.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

JE

Jaclyn English, Director (Tax)
5

Great course.

JK

Jennifer Kindt, CPA (US)
5

excellent

Recommended Courses

Why Small Business Owners Choose Accounting Firms?

Jan 16, 10:00 AM ET

  • CMA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Are You Compliant? How the PWFA Turns Employers into Super Supporters

Jan 16, 11:30 AM ET

  • CPA (US)
  • HRCI
  • SHRM
  • IA LPA
  • ME LPA
  • DE LPA
How to Successfully Raise Fees with Legacy Clients - and Avoid Pushback

Jan 16, 01:00 PM ET

  • CMA
  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Industry 4.0: What is it and How is it Different?

Jan 16, 02:30 PM ET

  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • HRCI
  • SHRM
  • CRISC
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Global Teams: Where Time Zones Meet Chaos (And Somehow Work!)

Jan 16, 04:00 PM ET

  • CMA
  • CPA (US)
  • HRCI
  • SHRM
  • IA LPA
  • ME LPA
  • DE LPA
Revolutionizing Operations: The Power of Business Process Automation

Jan 17, 01:00 PM ET

  • CPA/CITP
  • CMA
  • CPA (US)
  • CGMA
  • CRISC
  • FPAC
  • CPTD
  • IA LPA
  • ME LPA
  • DE LPA
  • APTD
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
$299$199 For 12 Months
stripe

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here
Subscribed
DAVID purchased a subscription.
Subscribed
Wanda purchased a subscription.
Subscribed
Lee purchased a subscription.
Subscribed
Shari purchased a subscription.
Subscribed
Yali purchased a subscription.
Subscribed
Tokunbo purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Tiffoni purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Dana purchased a subscription.
Subscribed
Pamela purchased a subscription.
Subscribed
Kim purchased a subscription.
Subscribed
Deborah purchased a subscription.
Subscribed
Lillyanne purchased a subscription.
Subscribed
CARL purchased a subscription.
Subscribed
Nancy purchased a subscription.
Subscribed
Yamna purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Roger purchased a subscription.
Subscribed
Emily purchased a subscription.
Subscribed
LETICIA purchased a subscription.
Subscribed
William purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
carol purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Indira purchased a subscription.
Subscribed
Del purchased a subscription.
Subscribed
ANGELA purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Anita purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
Vanessa purchased a subscription.
Subscribed
Rhonda purchased a subscription.
Subscribed
Carol purchased a subscription.
Subscribed
Steve purchased a subscription.
Subscribed
Angelica purchased a subscription.
Subscribed
Nadin purchased a subscription.
Subscribed
Donald purchased a subscription.
Subscribed
Arvida purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Darcy purchased a subscription.
Subscribed
Joanna purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
Julie purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
Byron purchased a subscription.
Subscribed
Waseed purchased a subscription.
Subscribed
Scott purchased a subscription.
Subscribed
Jamie purchased a subscription.
Subscribed
Christina purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Dori purchased a subscription.
Subscribed
TROY purchased a subscription.
Subscribed
Andrey purchased a subscription.
Subscribed
Sherri purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Grishma purchased a subscription.
Subscribed
Kaloyan purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Tracy purchased a subscription.
Subscribed
Jeri purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Susan purchased a subscription.
Subscribed
Kelli purchased a subscription.
Subscribed
Philip purchased a subscription.
Subscribed
Luke purchased a subscription.
Subscribed
Mary purchased a subscription.
Subscribed
Christina purchased a subscription.
Subscribed
LAWRENCE purchased a subscription.
Subscribed
Carolina purchased a subscription.
Subscribed
Linda purchased a subscription.
Subscribed
Amber purchased a subscription.
Subscribed
DANIEL purchased a subscription.
Subscribed
Havilah purchased a subscription.
Subscribed
Joshua purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Tequa purchased a subscription.
Subscribed
Tatjana purchased a subscription.
Subscribed
Nathan purchased a subscription.
Subscribed
Elizabeth purchased a subscription.
Subscribed
Katrina purchased a subscription.
Subscribed
Lori purchased a subscription.
Subscribed
Josh purchased a subscription.
Subscribed
Ray purchased a subscription.
Subscribed
Dustin purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Joanna purchased a subscription.
Subscribed
Bradley purchased a subscription.
Subscribed
Rohanshi purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
stanislava purchased a subscription.
Subscribed
Czarinna purchased a subscription.
Subscribed
Shirley purchased a subscription.
Subscribed
Maria purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Rosaida purchased a subscription.
Subscribed
Sean purchased a subscription.