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LET YOUR ACCOUNTING OR TAX PRACTICE GROW ON ITS OWN

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • ORTP
  • MRTP
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Most of us understand that innovation brings new ideas and processes. This holds true for any industry  including accounting firms. Innovation attracts new clients and helps to instill customer loyalty. So how is your accounting firm approaching growth today? If it’s the same approach you’ve been using for 10 — or even five — years, it’s likely time for a change. Managing growth isn't always easy, however, as you confront the challenge of scaling your ­practice effectively.

Just look around at today’s changing accountancy landscape. Firms are offering innovative new services, billed through monthly subscription packages that include full support and use best-of-breed technologies to automate traditional tasks, support client interactions, and market the brand. When your firm is poised for growth, expansion can help attract new business, offer strong career paths, help you remain relevant to clients, and enhance the firm's value.

Highlights of the Webinar :

  • Step by step strategy of winning $3,000 to $15,000+ monthly engagements.
  • Boost realization rates upto 10x
  • Bringing back focus to developing new relationships and acquiring the right clients that add tremendous value.
  • 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

  • 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 various ways of increasing the value of your services, through consulting, advisory, planning, review, CFO services etc.
  • To identify various ways of systematizing compliance & accounting work to make it more scalable & less time consuming.
  • To recall that working more hours is NOT a good strategy for making more money.
  • To identify ways of attracting high-profit clients starting today, without the headaches.

Who Should Attend?

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

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CE Credit for Maryland Tax Preparer (MRTP)
  • 1 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

Presenter

About Presenter

Matt Solomon

Advisor, Center for Enlightened Business

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.

About Company

Center for Enlightened Business

www.enlightened.business

Dedicated to empowering accounting firm owners to grow their practice exponentially and bring in highly profitable monthly engagements of $3000 to $15,000 per client per month.

For more than a decade, we’ve served and coached over 10,000 accountants by providing extensive knowledge and guidance to attract, price, sell, and deliver value to highly profitable monthly retainer clients. 

The Center for Enlightened Business is the culmination and evolution of our years of experience, coaching, and service to those we care about most - the small- to medium-sized accounting firm owners.

We’re all focused on changing one life at a time. Everyone here cares about the success of our members like they care about their own success. It’s a beautiful thing. We invite you to join us and begin today to grow your accounting business and improve the qualify of your life.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

1126 Ratings

Excellent

573

Very Good

404

Average

118

Poor

23

Terrible

8

CL

Catrina Latten, CPA (US)

Nov 11th, 2019

I'm a CPA working in industry as the Director of Finance for a $6M manufacturing S Corporation. (Yes, I need the CPE) I wish my tax accountants would view this webinar, because I feel their focus is solely on the owner of the company and they provide very little advice to the business. The conversations are always reactive and focused on compliance and not very proactive in helping the company improve or to prepare for changes in tax law or to consider implication in our business plans & strategies.

CB

Christine Barker

Jan 20th, 2021

The content was very informative, organized and presented well. The way in which it was laid out resonated with me.

DB

David Brady, CPA (US)

Apr 12th, 2022

Excellent instructor - solid content, although focused on one major topic and selling consulting service as a focus

SC

Soheila Clarke

Aug 18th, 2021

The instructor was very knowledgeable and communited in a tight well organized way. Very easy to understand

AK

Andrew Kao, CPA (US)

Feb 16th, 2021

simple and easy learning experience on a topic that I do not utilize much at this time.

LET YOUR ACCOUNTING OR TAX PRACTICE GROW ON ITS OWN

FREE

1 Credit

Subject Area

Business Management and Organization

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