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Build a growth engine for your practice - 5 Steps process for Tax & CPA firms.

4.3 (1147)

Matt Solomon

Center for Enlightened Business

Monday, January 13, 2020 | 12:00 PM EDT

  • CPA

1 Credit

FREE

Subject Area

Business Management and Organization

Upcoming Webinars

Course Description

Rule 80/20 = Usually all business generate most of their profits from small number of their customer. This is no different for accounting firms. If you’re a small or a mid-sized accounting firm, you know that the days of depending on high volume and low-profit compliance work are over. This webinar will not be telling you get rid of existing clients that you help with compliance & accounting work, you should retain that. But instead it will highlight on

  • Increasing value of your services through advisory, planning, review, CFO, consulting etc.

  • Bringing back focus to developing new relationship and acquiring right clients that add tremendous value.

  • Creating opportunities to expand existing relationship with clients.

  • How to change your positioning from accountants to an expert & valued advisor.

  • Productize & Systematize your compliance & accounting for making it more profitable & scalable and make it as an entry point to big ticket clients.

  • Allocation of time (time is capital in case of accounting firms) to every segment & client firm, as per their value to their firm.

In this webinar, we’ll show you how we’ve helped over 10,000 accountants in growing  their revenue by sharing the exact 5 step process the most profitable small to medium-sized accounting firms are using to get to more clients & assignment. 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.

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.
  • How to increase the value of your services, through consulting, advisory, planning, review, CFO services etc.
  • There is no reason to let go compliance & accounting work but how can you systematize it to make it more scalable & less time consuming.
  • The real reason why working more hours is NOT a good strategy for making more money, and how you can attract high-profit 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 attracting 10x fees with existing clients and the process they adapted so that clients are HAPPIER paying these higher fees.
  • How you can do all of this while being more authentic, confident, and comfortable.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Outsourced CFO
  • Young CPA

Testimonial

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    [no_of_record] => 1147
    [average] => 4.2973
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4.3

(1147)
53%
31%
11%
2%
3%

JF

I have always appreciated being able to take CPE courses with the wide availability of topics on MyCPE. I do wish there were a way to confirm after answering a polling question, that the answer was indeed counted. I've taken 2 courses already where I was I00% was active during the entire course and answered all polling questions, however, was noted as not having answered all polling questions after the fact and was not able to get credit.

BN

This was a good class, it's slightly above my pay-grade of what I can control in my role, but I will continue thinking about this throughout my career.

KK

Thank you Matt for a wonderful webinar... Your experience has helped me learn a lot of areas in the stated subject and you did a very good job in explaining client retention.

BS

I recommend MyCPE to all my fellow CPAs and EAs. The webinars are technically sound and jam-packed with learning. I learned from MyCPE that knowledge from related areas of the subject title can be very important and can play a key role in practice

CF

The webinar handout material helped me out a lot. I felt I was lost somewhere in between but with the handout material I was able to catch up very fast. The speaker was explaining the things in much detail. I did not know I knew about the subject so much. I will be able to use this refreshed knowledge and apply to my practice. Thank you MyCPE.

DB

The webinar material was very concise. It had all the information on the subject. Particularly the external reference links were more informative for further reading.