Strategies To Gain And Retain Accounting & CPA firms Clients

Course Description
Course Qualification
Presenter
FAQ

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 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 CPE course, 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 of high volume and low-profit work, this online CPE 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 worth, where all the great clients are, and how you can get clients to see your value, then this webinar is for you.

This free online CPE webinar covers the following key topics:

How does a focused effort on increasing revenue result in doubling business in 2 years?
How accounting firm can add 2 to 5 clients every month?
How do price value in your services help you in increasing revenue from existing clients?
How Top 2% of Small & Mid Size firms grab cream clientele?

Click for more webinars on | Business Development | Communication & Marketing |

Learning Objectives

To identify a 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 you 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 analyze various secrets of getting paid what you're 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.

Recommended For

This online CPE webinar is recommended for CPA firms and other accounting firms of all sizes looking to grow their practice, maximize revenue, and become strategic partners to their clients.

Who Should Attend?

Accountant
Accounting Firm
Accounting Practice Owners
Bookkeepers & Accountants & Tax Preparers
Certified Management Accountant (CMA)
CFO/Controller
Cloud Accountants
Cloud Firms
CPA (Industry)
CPA - Large Firm
CPA - Mid Size Firm
CPA - Small Firm
Entrepreneurial Accountant
Tax Firm
Tax Practitioners
Young CPA

Course Qualification

Webinar Qualifies For

1 CPE Credit for Certified Management Accountants (CMA)
1 CPE Credit of Communications & Marketing for Certified Public Accountants (CPA-US)
1 CPD Credit for Chartered Professional Accountant (CPA Canada)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 General Credit for Accountant/Bookeeper

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

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 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

705 Ratings

Excellent

336

Very Good

271

Average

Poor

Terrible

Darlene Attard, CPA (US)

Mar 10th, 2021

I'm a CPA working for a financial planning firm and love using all my skills here and enhancing my advisor skills. I thought the ideas presented here will also help me at this RIA as we, too, have been adding value to our clients in different ways. So true all the 4 shifts that need to be made ... even in life ... being proactive not reactive in service, attracting the right clients with our posturing and delivering with confidence. Awesome webinar and so happy attended. Matt is providing a much needed service!

Julie Stolnis, CPA (US)

Jan 13th, 2021

The content seemed to be identical to a previous CPE called Let Your Accounting Practice Grow on Its own. Would have been nice to know. Although I listened in again since I lost my notes from the first one. Value enough that listening in twice was worth it!

Pamela Atuheire, CPA (CA)

Jun 5th, 2022

The webinar was insightful and the knowledge gained will be applied in growing and retaining high value clients.

Donald Button, CPA (US)

Jun 16th, 2022

good

Ashley White, CPA (US)

Apr 22nd, 2022

Honestly, the whole thing was a sales pitch. The speaker didn't seem genuine at all to me just like he was trying to sell something. Spent the whole hour saying "I'll get to that later" but never did. I spent my house hearing a lot of talking but learning really nothing. Too many anecdotes about random people I don't know. I usually love webinars from this website but this one was pretty bad. I just couldn't give it my normal 5 star review.