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5 Steps To Create Consistent Year-Round Cash Flow After Tax Season

5 STEPS TO CREATE CONSISTENT YEAR-ROUND CASH FLOW AFTER TAX SEASON

This session is for small sized CPA firms. The strategy level content is NOT suitable for non-owners/managers, firms without business clients, or anyone in non-CPA firms. Please ONLY register if you are an Owner in a CPA firm with business clients. This webinar was previously titled: "5 POWER MOVES TO DRIVE YOUR PRACTICE INTO HIGH GEAR AFTER TAX SEASON"
Cost Free
Presentation Length 1.0 hour

Recorded DateMay 3, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

With the 2023 tax season behind us, it is now time to plan ahead. To do that, it’s vital to optimize your client growth, your team, and your operations.

In this informative masterclass, our presenter will share his 5 best post-tax season moves to help increase cash flow growth with high-value clients, build a high-performance team culture, and create a systemized operation that runs independently.

Attendees will leave with a clear step-by-step plan on what to do and how to do it so that they are not merely surviving but thriving for the remaining months of 2023 and beyond.

Learning Objectives:


  • Recognize how to build a post-tax season client attraction machine to grow with new, high-value clients

  • Evaluate a simple yet powerful fee structuring system that works with any type of client

  • Give examples of an actual “services engagement agreement” used in the presenter's accounting firm that enables fees that are double the average of most firms

  • Identify how to build a results-driven team and culture that shares goals and operates in high gear

  • List keys to setting your practice apart in a competitive, changing, and challenging environment while keeping quality referrals rolling in

  • List three process changes that wowed clients and generated more referrals

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Salim Omar transformed a struggling practice he started in 1996 with low-paying clients, poor cash flow, and high turnover, into a highly profitable firm with a top-quality team that allows him to work just a few days in a week while his practice continues to grow.

He is the author of the popular book, The Ultimate CPA Practice in the New Economy. In addition, he has been featured in various prestigious publications, such as the CPA Journal and Accounting Today.

About Our Presenter

Cpamg
The premiere marketing and practice management company serving over 8,000 CPAs all over the world.

Salim Omar is a best selling author, thought leader and mentor for CPA firms. He is considered by many as THE “CPA Practice Coach” because he owns and runs a CPA practice so he understands what it takes to create and sustain a successful firm.