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

Stop Chasing Bad Prospects & Win More Business with More Profitable Clients

  • CPA (CA)
  • CMA
  • CPA (US)
Stop Chasing Bad Prospects & Win More Business with More Profitable 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

Financial Intelligence for Entrepreneurs, Executives, and Directors

(1)

Oct 25, 2021 | 09:00 AM EDT View Details

Are You Ready for a Capital Campaign?

Oct 25, 2021 | 09:00 AM EDT View Details

Differences between IFRS and GAAP

(16)

Oct 25, 2021 | 09:30 AM EDT View Details

Corporate External Financial Reporting Decisions

(17)

Oct 25, 2021 | 10:00 AM EDT View Details

Everything You Need to Know About Partnerships

(13)

Oct 25, 2021 | 10:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

(122)

Oct 25, 2021 | 10:00 AM EDT View Details

Basic Concepts of Fixed Asset Accounting

(4)

Oct 25, 2021 | 10:00 AM EDT View Details

Excel Accountant: Internal Control

(6)

Oct 25, 2021 | 10:00 AM EDT View Details

Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements

(20)

Oct 25, 2021 | 10:00 AM EDT View Details

The Structure and Organization of the IRS

(745)

Oct 25, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(11)

Oct 25, 2021 | 10:00 AM EDT View Details

IRS Form 1099 Reporting Req. including updates on FORM 1099-NEC (LATEST 2021)

(272)

Oct 25, 2021 | 10:00 AM EDT View Details

Money Laundering Risks and Countermeasures for Accountants and Other Professionals

(9)

Oct 25, 2021 | 10:30 AM EDT View Details

Quickbooks Online for Accountants Work Centre - Managing your Practice

(18)

Oct 25, 2021 | 10:30 AM EDT View Details

Business Killers – 12 Ways to Protect Your Business

Oct 25, 2021 | 10:30 AM EDT View Details

Course Description

There’s a big problem among many hard-working accountants causing burnout, lost profits, and a significant reduction in their quality of life outside of “work.” They’ve lost "that loving feeling” for the work they do and just don’t know how to get it back. While they started out wanting to create a successful (and highly profitable) business, they’ve ended up with what looks more like a “glorified job.”

From not getting paid what they’re worth to chasing the latest shiny marketing tactic, they are left feeling disappointed again with lacklustre results. With only so many hours in a day to do client work and efficiently bring in better business, it’s a catch 22 unless the big underlying problem is addressed.

During this CPE webinar, Anthony Simonie (Co-Founder of Client Elevator) and Donald Stockjack (Chief Business Strategist for Client Elevator and former strategist to Tony Robbins) will expose the underlying problem and how the most profitable small to mid-sized accounting firms are leveraging it to get better clients and higher profits.

Join Anthony and Donald for this CPE course as they share the three simple shifts you can make to maximize profits, become more efficient, land better clientele, and get that “loving feeling back” for the work you do.  


Learning Objectives

  • To determine how an accountant in Texas has tripled her business, working fewer hours over the last 12 months.
  • To define your ideal, most profitable client type, where to find them, and how to convert more of them into engagements for your practice.
  • To recognize the simple process, we use to get pre-sold prospects to book appointments, without paying a dime in advertising and without being pushy or spamming.
  • To identify key elements some of the most successful accounting firms are using to fill 80% of their pipeline with higher-paying, easier-to-work-with prospects that genuinely value their expertise, are willing to pay value pricing, and that don’t have to be chased down for payment.

Who Should Attend?

  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Tax Practitioners
  • Young CPA

Testimonial

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myCPE is great