CPAacademy.org | OPERATE AS THE CPA FIRM OF THE FUTURE

Course Description

This course will teach you a simple process of delivering so much unique value to your best clients, that they are compelled to brag about you at the best country clubs in town – which creates ideal organic growth for your firm.

Traditional CPAs are facing so many challenges and risks within their practice. Many are losing some of their very best clients for a variety of reasons, specifically those clients feel they can get more value somewhere else. CPAs sometimes are too overwhelmed to pay attention to their best clients, because they are trying to service all of their “B” and “C” clients. CPAs are asked to provide a lot more value to their best clients, stay on top of all the tax law changes, develop relationships with the best solutions providers in the country, and service all of their clients. For most CPAs, all of this workload is simply impossible to perform at the highest levels using their current, outdated processes.

This course will illuminate you as to how many of the most uniquely attractive CPAs in the country – “CPA Firms of the Future” are operating today and simply tackling all of these challenges effortlessly by using a superior, systematic approach.

Part of the Perfect Client Pro educational system is the Advanced Tax Planning Institute, and within the webinar you will experience a mini-web-based ATPI.

Here's what people say about it:

"Perfect Client Pro coaching (from the ATPI) has opened up a new world of possibilities for assisting clients and associates."

"I’ve been to three Perfect Client Pro training sessions (at the ATPI). I’ve got more tools than ever to work with now, and I feel I can tackle the biggest client, because I know I have the knowledge and experts behind me."

"I would suggest all CPAs go to this event (ATPI). It’s going to revolutionize the way you use your resources, save you time, and give you more opportunities to add value to your clients."

Learning Objectives

Learn how to provide what your very best customers really want and become the most unique and differentiated CPA in your city.
Learn how to monetize your best client relationships, so that you deliver so much value to them and give them such an amazing experience, that they will want to brag about you at the best country club in town.
Learn how to access the best and brightest team of specialists in the country (Expand your brain-trust using a simple, proprietary process) without having to trust them with the referrals of your most important clients. 3rd party referrals are dangerous for many reasons, which will be discussed.
Learn how to build better relationships with your best clients and monetize those relationships. There is so much business sitting in your book of business right now, that if you monetize it properly, you can choose to only work with your ‘A’ clients and make more money and create more time for what matters most to you and your family.
Learn why selling your book of “B” and “C” clients will help you make a lot more money and create a lot of time for what is most important to you.
Learn what “8 Great Questions” to ask an ultra-affluent business owner that will help you to differentiate your firm from competition and to engage this type of client effectively.

Alex Sonkin

Due Diligence Project
Founder, Due Diligence Project™ & Virtual Family Office Hub™
asonkin@vfohub.com
(858) 381-0795

Alex Sonkin is the founder of The Due Diligence (DDP) Project™ and The Virtual Family Office (VFO) Hub™.

Mr. Sonkin has authored a book, called “The Due Diligence Project™” and has been published in “Money Matters-Volume #2”, both available on Amazon. Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!” Alex also hosts The Due Diligence Project Podcast™.

Highly sought after, Mr. Sonkin has been invited to provide thought leadership throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway. Mr. Sonkin began his career as a derivatives (options) trader and market maker as a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE).

Mr. Sonkin is a partner in San Diego Social Venture Partners, and actively supports a number of other charitable organizations around the country. Mr. Sonkin lives in San Diego with his wife Jola and their four children. Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to the top 5% of each graduating class.

Richard Muscio, CPA

Due Diligence Project
Director of Leadership Training
rjm@fabcpas.com
(619) 818-6624

Richard Muscio is the Director of Leadership Training for Perfect Client Pro. In this role, Richard teaches CPAs how to operate as the “CPA Firm of the Future” in order to reach new levels of efficiency, to truly differentiate from competitors, and to become more profitable while creating a lot more time for what is most important. Mr. Muscio draws upon his experience of reducing his personal client base from over 700 to his 6 best clients, which all happen to be Family Offices that he now manages and assists with Wealth Transfer Planning, Income Tax Controversy Representation, and Family Collaboration and Governance. Richard is also a CPA thought leader, bestselling author, motivational speaker, collaboration expert, community leader, radio talk show host and filmmaker.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

The Due Diligence Project enables highly qualified CPAs to participate in a revolutionary, open-source, independent, peer-reviewed Due Diligence Community of over 500 Elite CPA Firms, Family Offices, and other Leading Specialty Firms.

Qualified members gain instant access to the community's independent Due Diligence notes, ratings, rankings, and opinion letters on cutting-edge, best-in-class (peer-reviewed) tax & cost mitigation strategies. Access to this community and resources enable elite CPA firms to deliver significantly more value and multiply their 5 & 6 figure planning engagements, while eliminating the risk and the time it takes to successfully complete their diligence.

They also earn a VFO Certification and achieve tremendous confidence to retain & attract more high-net-worth clients by delivering client results that are greater than traditional firms.