Accountants & Firms - 4 Steps To Gain, Retain & Expand High Value Clients

4.3 (614)

Matt Solomon, Public Speaker

Center for Enlightened Business

Tuesday, April 20, 2021 | 12:00 PM EST

  • CPA Canada
  • CPA

1 CPE | 1 CPD

FREE

Subject Area

Communications & Marketing

Webinar Qualifies For

1 CPE credit of Communication and Marketing for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Mar 09, 2021 | 12:00 PM EST Register
Mar 23, 2021 | 12:00 PM EST Register
Apr 06, 2021 | 12:00 PM EST Register

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?

  • Tax Attorney
  • Tax Practitioners
  • Accountant
  • Business Owner
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • Entrepreneurial CPA
  • Accounting Practice Owners
  • Tax Managers
  • Tax Preparer

Testimonial

4.3

(614)
52%
31%
12%
2%
2%

DS

Great presenter. Matt did a great job by keeping the pace of the webinar still and providing so much of information in such a short span of time. Your webinar was value-packed!!

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.

PZ

myCPE does a subpar job with Poll Questions. They are constantly cut off and don't even have A,B,C or 1,2,3 attached to the answers. With a little effort and common sense fixes, the entire experience could be vastly improved.

CP

Thank you Matt for a wonderful webinar... Your experience has helped me learn a lot of areas in the stated subject.