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Client Acquisition 101 (for Solo-Practitioners)

  • CPA (CA)
  • CMA
  • CPA (US)

Published: December, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • Client Profiling Who do you work with?
    6 mins
  • Onboarding & processes How do your clients work with you?
    14 mins
  • Personal Skills How you get clients
    25 mins
  • How to storytelling
    33 mins
  • Meeting tips
    36 mins

Course Description

With so many ways to market and advertise your practice, it can be really overwhelming with attracting the right clientele. We all need clients to sustain our business and even more to grow it. If you have been frustrated or unsure as to what to do about getting new clients then this online continuing education course will help you with effective and practical advice to build your practice with clients you want.

Getting the right clients that will pay you is a challenge especially if you are just starting your practice and trying to sort out what services and the type of clients you want to tend to. As a solo-practitioner, we are limited in our budgets and time to build financially sound practice so it is vital that we make the best of our resources and ensure that we get results.

Understanding these basic but fundamental ideas provided in this online CPE course will help you easily grow your practice.

Key topics covered in this online CPE webinar:


Click here for more webinars on | Communication & Marketing | Personal Development | Business Organization & Management |

Learning Objectives

  • To identify the factors for building clientele
  • To evaluate what clients are looking for when engaging with a professional
  • To provide examples and ideas for implementing effective methods for acquiring clients
  • To discuss the vital tools needed when growing your practice

Recommended For

  • This online CPE webinar is recommended for CPAs, CMAs, and Other Accounting and Tax professionals desiring to expand their practice. 

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)

Presenter

About Presenter

Amani S Ahmed

CPA & Tax Resolution Specialist AGA GROUP LLC

Amani is the founder of Tax Practice Academy (TPA). After successfully managing her own tax practice for 14 years, she has now begun helping other practice owners struggling to manage a practice and make more money while enjoying a quality of life. 

She is very passionate about helping owners get ahold of the challenges that hold them back from running a successful and profitable practice by utilizing the RIGHT Formula she cultivated to create the same thing for herself.

The Right price + Right clients + Right support + Right life= Your success in business and life

Amani holds a CPA license in MD, VA, soon to be FL. She graduated Magna Cum Laude from Bowie State University in Bowie, MD (2002) and  has her Master's in Taxation from American University in Washington, DC (2008).

Amani enjoys traveling, spending time with herself and family, and being a resource to tax practice owners. 



About Company

AGA GROUP LLC

www.agagroupllc.com/

AGA Group is the most reputable Certified Public Accounting firm in Lanham, MD catering to individuals and small to mid-sized businesses. The Firm was founded in 2007 with the goal of helping individuals and business owners by handling their taxes and accounting. Our seasoned CPA has over 13 years of personal and business income tax preparation, business management, and accounting experience.

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.
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  • 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.
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  • 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.
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