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

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?

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)

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