FREE CERTIFIED CPE COURSE

3 Best Ways to Grow Your Firm

Earn CPE credit while simultaneously turning yourself into a money-making machine that doesn't have to work the traditional GRIND anymore!

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FREE CERTIFIED CPE COURSE

3 Best Ways to Grow Your Firm

Earn CPE credit while simultaneously turning yourself into a money-making machine that doesn't have to work the traditional GRIND anymore!

SIGN UP

Is Your Firm Stagnant & Causing Burnout?

And are your relationships with family, friends, and even client's suffering because of it?

Is your attention competing with a thousand different things at once? Which one should you focus on first? Which item in your firm is keeping you from truly breaking through to the next level of growth? Which area is going to help you grow the fastest and help you hone in on what you are a master at? How can you stay aligned with your true skillset and provide the best experience and service to your awesome clients?
Because that's what your clients deserve - your full expertise and advice. Instead they might be getting longer than normal responses with you having SO much on your plate. You might be finding yourself working 65-70 hours // week which is eating into your personal relationships and crushing your effective hourly rate as a tax professional. You can no longer continue to provide amazing services to people without getting compensated fairly.

Work that is getting in the way of your growth potential

Marketing your firm and capturing qualified leads
Selling prospects and following up with leads
Filing tax returns for your clients
All types of mailings (Source docs, letters, etc)
Run payments & processing fees
Training and keeping up on your technical knowledge
Dealing with IT issues and inefficient systems
All your Software costs (tax, CRM, storage etc)

This course will show you the top MARKETING mistakes and what worked for me, PROCESS mistakes to make sure the client work doesn’t get lost, and CASH FLOW mistakes that led to feeling like I was working long hours and didn’t have anything to show for it. As a bonus, I’ll tell you about the unique business model I use to operate my firm. The things you’ll learn will lay a foundation for true growth.

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The Best Way to Grow Your Accounting Firm

Without all the headaches and wasted resources you might be pouring into it. Here is how you can plan to make true growth your reality

1. COMPLETE THE COURSE AND EARN CPE CREDIT

2. IMPLEMENT THE STRATEGIES

3. WATCH YOUR FIRM GROW FAST

After the completion of this course, participants will:

  • Identify the three main areas of business operations they need to focus on to successfully grow their clientele and profits.
  • Define the concept of “building digital real estate” and how it consistently brings in leads.
  • Identify the eight stages of processing a tax return that need to be tracked.
  • Identify how to get the clients payment information before providing services in order to decrease accounts receivable.
  • Identify the key aspects of the licensee model as a unique way to operate an accounting firm.

GET ACCESS TO OUR CPE COURSE

You will leave with a firm understanding of how to grow your firm the most profitable way possible, how you'll dramatically decrease your overhead, and earn CPE credit.

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    CPE Credits: 1

    Cost: FREE

    Field of Study Subject Area: Business Management & Organization

    Delivery Method: QAS Self Study

    Program Level: Basic

    Prerequisites: None

    Advanced Preparation: None