Strategies To Gain And Retain Accounting & CPA firms Clients | Free CPE Webinar

CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

CPA (CA)
CMA
CPA (US)

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

1 Credit

FREE

Subject Area

Communications & Marketing

Webinar Qualifies For

1 CPE credit of Communication and Marketing for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Yellow Book Boot Camp - NFP and Governmental Accounting & Auditing Update

Oct 22, 2021 | 09:00 AM EDT View Details

Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis

Oct 22, 2021 | 09:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

Oct 22, 2021 | 09:00 AM EDT View Details

Raising More Money from Your Local Business Community

Oct 22, 2021 | 09:00 AM EDT View Details

IRS Representation Series - Conflicts of Interest

Oct 22, 2021 | 09:00 AM EDT View Details

Addressing Single Audit Quality in a COVID-19 era

Oct 22, 2021 | 09:30 AM EDT View Details

Social Media that Kills: Fundraising Pitfalls for NFP Organizations

Oct 22, 2021 | 09:30 AM EDT View Details

Zero Based Budgeting

Oct 22, 2021 | 10:00 AM EDT View Details

Comprehensive Tax Strategies & Insights On Real Estate

Oct 22, 2021 | 10:00 AM EDT View Details

Internal Controls for Businesses

Oct 22, 2021 | 10:00 AM EDT View Details

Best Tax Return Workshop On S Corporation (1120S) - Latest

Oct 22, 2021 | 10:00 AM EDT View Details

Retirement Plan Governance Best Practices: Essential Documents

Oct 22, 2021 | 10:00 AM EDT View Details

Excel Accountant: Interactive Spreadsheets

Oct 22, 2021 | 10:00 AM EDT View Details

Legal and Financial Tax Planning Strategies

Oct 22, 2021 | 10:00 AM EDT View Details

LeaseCrunch: Lease Accounting Software Rollout Tips

Oct 22, 2021 | 11:00 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

Click Here

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 really 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, focused effort on increasing revenue resulted 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 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.

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
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

Testimonial

4.3

(398)

47%

39%

10%

2%

1%

DA

Darlene Attard, CPA (US)

Mar 9th 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!

EA

Emily Albertelli, CPA (US)

Apr 7th, 2021

The instructor was very knowledgable and you can tell this is his expertise. Effective learning program!

JB

Johnny Bellenger, CPA (US)

Sep 21st, 2021

love it

HN

Hari Narayan, CPA (US)

Sep 7th, 2021

myCPE is great

MC

My CPE, CPA (US), CPA/PFS

Jun 29th, 2021

Good basic information for an accountant starting out or one that need to start to grow the practice.

RB

Ryan Becker, CPA (US)

Feb 23rd, 2021

Overall, I learned a lot from this class.

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