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

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

Published: October, 2019

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Identifying the real problem
    4 mins
  • Potential benefits of the solution
    6 mins
  • Introduction to the speaker
    7 mins
  • Shifts and explanation with case studies
    10 mins
  • What you need to win?
    55 mins
  • How you can make the most of the help available?
    57 mins

Course Description

We often hear that every customer counts – but the reality of it is that it is often more profitable to focus on high-value customers. 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 webinar, learned speaker Matt Solomon will demonstrate how he was able to help 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 webinar will lay out the path to 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 online CPE webinar on Communication and Marketing will touch upon some real-world case studies of accounting firms?

  • 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 to price value in your services help you in increasing revenue from existing clients? 
  • How Top 2% of Small & Mid-Sized firms grab cream clientele? 

If your interest lies in exploring Ethics and its nitty-gritty, you might be interested in Free & Premium CPE Ethics courses, for Tax, Accounting, Finance, and HR Professionals.

Learning Objectives

  • To identify a 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 & how 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 course on Communication and Marketing is recommended for CPAs, CFE, CGFM, CFIRS, CWS, ACCA, CA-ICAEW, and Other Accounting and Tax Professionals working at any level who desire to explore gaining high-value clients
  • This online CPD webinar on Communication is recommended for CPAs in Canada who want to know more about gaining, retaining, and expanding high-value clients.

    Who Should Attend?

    • Accountant
    • Accounting Firm
    • Accounting Practice Owners
    • Business Owner
    • CPA - Large Firm
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Entrepreneurial Accountant
    • Entrepreneurial CPA
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 1 CPE Credit of Communications & Marketing for Certified Public Accountants (CPA-US)
    • 0 CPD Credit of Communication for Chartered Professional Accountant (CPA Canada)
    • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 1 CE Credit for Certified Wealth Strategist (CWS)
    • 1 General Credit for Accountant/Bookeeper
    • 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 Communications & Marketing for Certified Fraud Examiner (CFE)
    • 1 CPE Credit for Certified Government Financial Manager (CGFM)

    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

    Matt Solomon

    Advisor, Center for Enlightened Business

    Matt Solomon, is the CEO of The Center for Enlightened Business. His company provides a system and support for the small- to medium-sized accounting firm to price, sell, and deliver high profit work. They’ve helped over 10,000 accountants grow revenue, increase profitability, and get their time back by adding tens of millions of dollars of new, leveraged business to their bottom line.

     

    He is a weekly contributing author in CPA Trendlines, member of CPA consultants alliance, speaker on stages for QuickBooks and Intuit, and trainer for fortune 500 companies.

    About Company

    Center for Enlightened Business

    www.enlightened.business

    Dedicated to empowering accounting firm owners to grow their practice exponentially and bring in highly profitable monthly engagements of $3000 to $15,000 per client per month.

    For more than a decade, we’ve served and coached over 10,000 accountants by providing extensive knowledge and guidance to attract, price, sell, and deliver value to highly profitable monthly retainer clients. 

    The Center for Enlightened Business is the culmination and evolution of our years of experience, coaching, and service to those we care about most - the small- to medium-sized accounting firm owners.

    We’re all focused on changing one life at a time. Everyone here cares about the success of our members like they care about their own success. It’s a beautiful thing. We invite you to join us and begin today to grow your accounting business and improve the qualify of your life.

    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.

    Ratings and Review

    4.4

    547 Ratings

    Excellent

    318

    Very Good

    173

    Average

    42

    Poor

    10

    Terrible

    4

    KM

    Kyle Minges, CPA (US)

    Jun 15th, 2022

    Great

    JCJ

    Jojo Chuk Joannak1128@gmail.com, CPA (US)

    Apr 20th, 2022

    0

    TH

    Thuong Hoang, CPA (US)

    Feb 23rd, 2022

    good

    EE

    Emily Emilyfu23@gmail.com, CPA (US)

    May 13th, 2022

    It was not clear how to access the final quiz.

    SWW

    Stephen Ward Ward, CPA (US)

    Jan 24th, 2022

    This is an advertisement for a service. There is not enough information to actually help you to implement the presented subject. The speaker also had poor connection and the sound drifted in and out. Would not recommend.

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