ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
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Course Details

Overview of Topics

  • Identifying the real problem4 mins
  • Potential benefits of the solution6 mins
  • Introduction to the speaker7 mins
  • Shifts and explanation with case studies10 mins
  • What you need to win?55 mins
  • How you can make the most of the help available?57 mins

Why You Should Attend ?

Center for Enlightened Business has helped over 1000s of accountants in grow their revenue, increasing profitability, and get their time back by adding tens of millions of dollars of new, leveraged business to their bottom line. This webinar will outline a step-by-step process to bring in $3,000 to $15,000/mo clients in 8 weeks or less without having to work more.

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.

About Presenter

Matt Solomon, Public Speaker

Advisor,Center for Enlightened Business

matt.solomon@enlightened.business

Matt Solomon, is the CEP for 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.

We’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.

I’m a weekly contributing author in CPA Trendlines, member of CPA consultants alliance, speaker on stages for Quickbooks and Intuit and training for fortune 500 companies.

We provide a system and support for the small-to-medium sized accounting firms to price, sell and deliver high profit work.

Review Questions

  • Question 1 : 00:15
  • Question 2 : 00:32
  • Question 3 : 00:45
  1. Why did the speaker insist on decreasing the dependency on compliance work?
  2. Why do the accountants fail in the role of a business advisor in the opinion of the speaker?
  3. Which are the right steps to the enlightened profitability in the opinion of the speaker?
  1. What does the real problem is in the opinion of the speaker that accounting businesses are facing?
  2. What would the shift result in for accounting professionals?
  3. In the opinion of the speaker, what is the role of the business advisor?
  4. Why does the speaker suggest to shift for the business advisory side of the accounting business?
  5. What is the best way to engage clients at premium prices in the opinion of the speaker?

FAQ

  • myCPE self-study courses are online.
  • The self-study format allows you to access the material online 24/7 and study at your own pace.
  • As per NASBA guidelines, you have one year from date of registration to complete each program.
  • Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
  • Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
  • These are Live recorded presentations converted into Self Study (On-Demand Videos).

Refund/Cancellation Policy

  • For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
  • Please email to   help@my-cpe.com  in case of any self study program queries.

Reviews

4.4
(359)
61%
27%
8%
2%
2%
  • CL
    Catrina Latten , CPA
    Nov 11th 2019
    I'm a CPA working in industry as the Director of Finance for a $6M manufacturing S Corporation. (Yes, I need the CPE) I wish my tax accountants would view this webinar, because I feel their focus is solely on the owner of the company and they provide very little advice to the business. The conversations are always reactive and focused on compliance and not very proactive in helping the company improve or to prepare for changes in tax law or to consider implication in our business plans & strategies.
MB
Melissa Burns , Bookkeeper
I FEEL THAT MY EXPERIENCE WITH THIS WEBINAR WILL HELP ME MORE THAN BEFORE WITH TERRIBLE CLIENTS THAT WASTED MY TIME AND GAVE NO RETURN.
KA
Kirkland Allen , CPA
Fantastic CPE. Looking to learn more about the services offered.
SS
Stella Shanovich , CPA
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
HH
Heidi Hagman-Casey , CMA, CPA
This was very good, if I was in my own business I could see using this
WD
William Dyson
Really enjoying session. Please keep the webinars coming.

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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.

On-Demand Webinars

2021 Annual Federal Tax Refresher Course
Wednesday, July 08, 2020 View Details/Register
Segment Reporting – A Detailed Review
Thursday, August 06, 2020 View Details/Register
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Thursday, August 06, 2020 View Details/Register
Segment Reporting Basics
Thursday, August 06, 2020 View Details/Register
Goodwill Impairment Basics (1 Hour)
Thursday, August 06, 2020 View Details/Register
Revenue – Five Steps to Recognition
Wednesday, July 29, 2020 View Details/Register
GUIDE TO DEPRECIATION UNDER THE TCJA
Wednesday, July 29, 2020 View Details/Register
PAYROLL FRAUD INFORMATION AND DISCUSSION
Wednesday, July 29, 2020 View Details/Register
Forecasting in a Time of Uncertainty (COVID-19)
Tuesday, July 28, 2020 View Details/Register
TAX IMPLICATIONS AND PLANNING DUE TO COVID-19
Tuesday, July 28, 2020 View Details/Register
UBIT Under The TCJA
Tuesday, July 28, 2020 View Details/Register
Tax Planning Under Tax Cuts & Job Act : 10 Tips to Reduce Taxes for your Clients
Tuesday, July 28, 2020 View Details/Register
Tax Consequences on the CARES Act – Overview of major tax issues from the CARES Act and related notice including planning tec
Monday, July 27, 2020 View Details/Register
CECL Overview
Monday, July 27, 2020 View Details/Register
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Monday, July 27, 2020 View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Communications & Marketing
  • Course Level Basic
  • Instructional Method QAS Self Study
  • Prerequisites None
  • Advanced Preparation None
  • Recorded Date October 07 ,2019
  • Published Date November 04 ,2019
  • Who should attend? Accountant Business Owner CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Young CPA CPA in Business Entrepreneurial CPA Accounting Practice Owners Entrepreneurial Accountant
  • Handout Material Download
  • Key Terms Download

On-Demand Webinars

2021 Annual Federal Tax Refresher Course
Wednesday, July 08, 2020 View Details/Register
Segment Reporting – A Detailed Review
Thursday, August 06, 2020 View Details/Register
Goodwill Impairment Testing
Thursday, August 06, 2020 View Details/Register
Segment Reporting Basics
Thursday, August 06, 2020 View Details/Register
Goodwill Impairment Basics (1 Hour)
Thursday, August 06, 2020 View Details/Register
Revenue – Five Steps to Recognition
Wednesday, July 29, 2020 View Details/Register
GUIDE TO DEPRECIATION UNDER THE TCJA
Wednesday, July 29, 2020 View Details/Register
PAYROLL FRAUD INFORMATION AND DISCUSSION
Wednesday, July 29, 2020 View Details/Register
Forecasting in a Time of Uncertainty (COVID-19)
Tuesday, July 28, 2020 View Details/Register
TAX IMPLICATIONS AND PLANNING DUE TO COVID-19
Tuesday, July 28, 2020 View Details/Register
UBIT Under The TCJA
Tuesday, July 28, 2020 View Details/Register
Tax Planning Under Tax Cuts & Job Act : 10 Tips to Reduce Taxes for your Clients
Tuesday, July 28, 2020 View Details/Register
Tax Consequences on the CARES Act – Overview of major tax issues from the CARES Act and related notice including planning tec
Monday, July 27, 2020 View Details/Register
CECL Overview
Monday, July 27, 2020 View Details/Register
Accounting for Business Combinations Overview
Monday, July 27, 2020 View Details/Register