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

Most Profitable Strategies For CPA Firms: 11 Specific Strategies Of The Most Successful CPA Firms

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


  • Fascinate Your Clients
    3 mins
  • Measure and Reward based upon Results
    11 mins
  • Write a Book
    18 mins
  • 5 Levels of Wealth/Success in Business
    23 mins
  • 12 Step Follow-Up System
    36 mins

Course Description

Every CPA and Accounting firm trying to expand themselves and in the process they are working harder, working long hours, pushing through less-enjoyable work, and miss the life outside of the work. 

This Online CPE webinar comes to the rescue for them with tested top marketing strategies especially designed for CPA firms. The webinar will discuss what the most successful CPA firms are doing:

  • To market their professional services
  • To convert leads into clients
  • To retain their clients year after year
  • To easily secure additional revenues from existing customers

Further, the webinar will offer you the #1 way CPA firm owners have been increasing profits and securing and retaining the best staff for many years. This Communication and Marketing CPE webinar will be a must attend webinars for entrepreneurial CPAs, Young CPAs, and CPAs planning to develop or shift into entrepreneurship.

Learning Objectives

  • To identify specific marketing strategies that anchor your clients to you and bring you referrals.
  • To identify specific traits and actions your clients want to see in you that create Trust and reliance in your abilities.
  • To determine which key strategies are best for retaining customers for longer.
  • To identify how to implement these strategies effectively with your team, your partners and other stakeholders.
  • To recognize how to turn average profits into substantially larger profits, year over year.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Accounts
  • Young CPA