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

4.3 (1149)

Matt Solomon

Center for Enlightened Business

Tuesday, November 10, 2020 | 12:00 PM EDT

  • CPA Canada
  • CPA

1 Credit

FREE

Subject Area

Communications & Marketing

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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] => 1149
    [average] => 4.2968
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4.3

(1149)
53%
32%
11%
2%
3%

JF

I have always appreciated being able to take CPE courses with the wide availability of topics on MyCPE. I do wish there were a way to confirm after answering a polling question, that the answer was indeed counted. I've taken 2 courses already where I was I00% was active during the entire course and answered all polling questions, however, was noted as not having answered all polling questions after the fact and was not able to get credit.

BN

This was a good class, it's slightly above my pay-grade of what I can control in my role, but I will continue thinking about this throughout my career.

KK

Thank you Matt for a wonderful webinar... Your experience has helped me learn a lot of areas in the stated subject and you did a very good job in explaining client retention.

BS

I recommend MyCPE to all my fellow CPAs and EAs. The webinars are technically sound and jam-packed with learning. I learned from MyCPE that knowledge from related areas of the subject title can be very important and can play a key role in practice

CF

The webinar handout material helped me out a lot. I felt I was lost somewhere in between but with the handout material I was able to catch up very fast. The speaker was explaining the things in much detail. I did not know I knew about the subject so much. I will be able to use this refreshed knowledge and apply to my practice. Thank you MyCPE.

DB

The webinar material was very concise. It had all the information on the subject. Particularly the external reference links were more informative for further reading.