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:
CPA Marketing Genius LLC
President
[email protected]
(732) 309-7232
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.