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

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

The topic is also scheduled as live webinar on the following dates

Nov 02, 2021 | 12:00 PM EDT Register
Nov 16, 2021 | 12:00 PM EDT Register
Nov 30, 2021 | 12:00 PM EDT Register
Dec 14, 2021 | 12:00 PM EDT Register
Dec 28, 2021 | 12:00 PM EDT Register


  • 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

If you’re a small or a mid-sized accounting firm, you always network and fish for gaining large clients, to what we call as either good size businesses or high net-worth individuals. Because everyone knows that old model of depending on high volume and low-profit compliance is not the future.

In this webinar, we’ll show you how we’ve helped 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 with high volume and low-profit work, this webinar will lay out the path in 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.

We 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 that helps you in increasing revenue from existing clients?
  • How Top 2% of Small & Mid Size firms grabs cream clientele?

Learning Objectives

  • The step-by-step process to bring in $3,000 to $15,000/mo clients in 8 weeks or less without having to work more.
  • 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.
  • The real reason 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.
  • The secret to 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.
  • How our clients are 10x their fees with existing clients and the process they use to so their clients are HAPPIER paying these higher fees.

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





This was amazing. About to start my own firm and SO GLAD I found this just at the right time. Thanks for the knowledge shared and the shift in mindset.


Very good other than audio would fade in and out at different points in the webinar; articulate presenter and good use of stories to exemplify the key points


Been trying to set out on a similar process for years, with the ‘commodity’ getting in the way. Highly encouraged.


good perspective on how to represent yourself and your business




Wonderful information.