Content Provider
Incitelogo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Revolutionize Your Firm: Efficiency, Clients & Work-Life Balance

REVOLUTIONIZE YOUR FIRM: EFFICIENCY, CLIENTS & WORK-LIFE BALANCE

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 17, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Ready to take your accounting firm to the next level? Join us for an engaging webinar designed to help you tackle the industry's most pressing challenges while transforming your firm's efficiency, client acquisition, and even your work-life balance.

In this webinar, attendees will discover how to:


  • Expand Your Client Base: Dive into a variety of client acquisition strategies, from networking and referrals to targeted marketing, all tailored to grow your firm's clientele.

  • Boost Your Technical Know-How: Discover how joining the right communities can offer invaluable technical support, encourage collaboration, and provide second opinions, breaking the cycle of isolation that often comes with solo work.

  • Deliver Exceptional Client Service: Master a client-centric workflow that ensures every client walks away with a positive experience.

  • Achieve Work-Life Balance: Learn how the right pricing strategies, client experience, and systems can actually free up your time, allowing you to enjoy a well-deserved break.


With a focus on profitability, efficiency, and exceptional client service, this comprehensive course is your ticket to a brighter, more fulfilling career in accounting.

Learning Objectives:


  • Identify various client acquisition strategies, including networking, referrals, and marketing, to expand your firm's client base effectively

  • Evaluate the benefits of community involvement for technical support, collaboration, and second opinions, aiming to break the isolation often associated with solo accounting work

  • Describe the components of a client-centric workflow that focuses on delivering an exceptional client experience from start to finish

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

John Briggs

Incite Tax & Accounting
Founder and CEO
[email protected]
(801) 999-8295

Incitelogo

John Briggs graduated from Brigham Young University with a Master of Accountancy in Tax. He worked on individual, corporate taxes, and trusts in Orange County, CA with Deloitte. John has been doing taxes and accounting for nearly 20 years and currently runs Incite Tax, a multiple 7 figure business with 70+ team members that John started from scratch.

About Our Presenter

Incitelogo

Incite Tax & Accounting is a Certified Public Accountant (CPA) firm with offices in Draper, Utah. With over 10 years of experience handling business taxes for large and small Utah companies, Incite Tax is one of the most qualified business CPA firms in all of Utah.

Incite Tax & Accounting provides the premier proactive tax and accounting experience to small business owners and individuals. We believe that stimulus of prosperity happens best in the hands of people and not government entities. That’s why we help our clients stick it to the IRS and save MORE money than they have before!