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Double Your Clients in 5 Simple Steps

  • Accountant
  • CPA (CA)
  • CFE
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: March, 2022

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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

  • Action's definition of a successful business
    12 mins
  • Two side to marketing...
    20 mins
  • Let's put in some numbers...
    24 mins
  • With just A 15% increase...
    25 mins
  • Quoting brad sugars...
    46 mins

Course Description

For service-oriented businesses, consistent sales growth can be a struggle. Many professionals are amazing at providing world-class service to their customers and clients, yet they struggle to consistently grow their revenue and income. Would you like to add a growth engine to your business that brings consistent double-digit growth YoY?

Of course, you do! With our simple 5 step system, you can easily DOUBLE your customers and your profits. And, do it the right way so your business can handle the increase in customers, and you can actually work fewer hours too!

Adding significant growth to your business, and thus your income is easy to do just from these easy to implement 5 steps. This webinar provides you with hands-on, hard-hitting, point-blank sales growth actions to DOUBLE your customers and income and profits too!

Key topics: 

  • The simple 5 step to kick starts your customer growth
  • How to identify the best strategies & actions for your business growth
  • How to build your Ladder of Loyalty
  • How to create a dependable sales growth engine

Who should attend?

  • Growth-oriented firms that want double-digit growth and more
  • You recognize that you need a guide to simplify the process for growth

Learning Objectives

  • How to easily implement the 5 steps in your business TODAY and start growing your income consistently
  • Have your roadmap to consistent DAILY sales growth
  • How to implement the system so you work less AND make more money

Recommended For

  • This online CPE course is recommended for CPAs who want to increase their client base through the ladder of loyalty and business growth.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit of Business Management and Organization for Accountant/Bookkeeper/Tax Professionals
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • 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

Scott Finkelstein

Founder, ActionCOACH

Scott grew up in CT and graduated from the University of Hartford. His career started in Investment Banking, where he learned the art of building relationships and hard work. After three decades of leading companies to greater levels of success around the globe, generating over $6 BILLION in new revenue, Scott made the decision to bring his expertise to the greater Austin community locally through the ActionCOACH platform, creating and implementing custom business systems for immediate success.  In simple terms, Scott uses his innate passion for helping others succeed, creating wealth and gaining back control of their business, their life! Scott combines this with his knowledge and understanding that a business can thrive best with thoughtful and implemented systems.  Scott is the father of two amazing sons. His passion for the joys of growth of his sons is reflected in his willingness to get in the game.  His leadership skills lead him to coaching youth sports of baseball, soccer and basketball over the years.  His oldest son is currently at the beginning of a successful career having served bravely in the Air Force Special Forces, while his youngest son is pursuing his dream of becoming a major league pitcher.

About Company

Who is ActionCOACH Shinjiru?

  • Shinjiru is Japanese for 'BELIEVE' and that is what we embrace every day at ActionCOACH.

    We believe that everything is possible. We believe in the following:

      • A mission with a higher purpose
      • All of us can achieve greatness
      • To give more than we receive
      • We are all worthy of abundance in all aspects of life
      • To embrace failure for we are capable of more than we know
      • Finding the good in everyone
      • That with clarity of vision the road to success is always right there for us

What do you believe in?

Yes, business coaching will guide you with strategies for sales and marketing to bring significant growth quickly. We will help you create your plan for success, be an amazing leader with clarity in vision. Next, we will help you enhance the current systems and processes, while creating new ones so that you can handle significant growth in your business. That includes building an amazing team that is empowered to be successful every day so you do not have to do it all.

Again, what do you believe in? As the leader of any organization, it all starts with your beliefs, your vision for self and organization, how do you effectively communicate in order to influence others and articulate a vision that all will want to be a part of.

Do you have clarity in your beliefs? Your vision? What about goals and the road map to get there? As your Coach, we will help bring clarity in all the above and more. We do so through a four part process:

Awareness: Helping you see things about yourself, your organization and the market place.
Education: Providing the tools and resources in leadership, communication, strategic planning and management to so your team and you can be successful every day and stay ahead of the competition
Implementation: We help you then take that education, create a plan to implement the knowledge and guide you to the action plan, while staying by your side
Discipline: Holding you accountable, encouraging you to take responsibility for the goals and actions you commit to for growth and success

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.

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