CPA - small firm
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If you’re like most firm owners, you know that you’re really good at what you do, and you also know that you should be making a lot more money. If you feel like you can’t get ahead financially in your firm no matter what you do and feel like you just have to keep working harder and harder without much return, you have money leaks in your firm that need to be plugged ASAP!
In this presentation, you’ll learn the Top 5 money leaks and how to close them up so that you can work less while still maximizing the revenue potential of your firm. Take your practice to the next level with a laser-targeted strategy that works on autopilot.
Learning Objectives:
- Locate the one money leak draining over 30% of your revenue in your firm and learn the shocking but simple fix to start banking thousands of dollars more each month
- Recognize how to protect yourself from scope creep that threatens to destroy your work-life balance and sink your firm if you don't act now
- Determine a powerful strategy to regain control over your schedule and sanity so you can have a thriving firm
- Outline how to stop wasting precious time and energy chasing deadbeat clients who will never pay you
- Evaluate your cash flow crisis, dramatically boost revenue, and never have A/R, using a stealth technique most of your peers don't know
- Define how to eliminate the chaotic sales processes holding you back from finding high-paying ideal clients and securing your financial freedom
Paul S. Hamann
RCReports, Inc.
President
phamann@rcreports.com
(720) 833-7399
Paul Hamann is an expert on determining Reasonable Compensation for closely-held business owners. He has educated more than 100,000 tax advisors and valuators on the topic of Reasonable Compensation and has been published in numerous national and state journals.
Paul founded RCReports in 2010. RCReports cloud software determines reasonable compensation for Closely-Held Business Owners and is used by CPA’s, EA’s, Tax Advisors, Valuators, Forensic Accountants and Attorneys when they need to determine a Reasonable Compensation figure for a client.
When Paul isn’t in the office, he enjoys spending time with his wife and chocolate lab, hiking Colorado’s back country or paddling its scenic lakes and rivers.
Michelle Weinstein
The Abundant Accountant
Founder and Sales Coach
iam@thepitchqueen.com
Michelle Weinstein is a time-tested entrepreneur, master of selling, and founder of The Pitch Queen and The Abundant Accountant.
In her 20 years of sales experience, she’s worked with multiple CEOs at billion-dollar companies, landed contracts with national retailers like Costco and The Vitamin Shoppe, and pitched her way onto ABC’s Shark Tank. Her business journey started in finance, which is why her mission today is to help accountants, EAs, CPAs, and bookkeepers discover their true value and sell high-level services to their clients with ease and confidence.
Her clients have collectively added over $20 million in additional revenue in their firms in the last two years. ALL of them did this without working more hours, without taking on a ton of new clients, without discounting their services, and without doing anything that they didn’t want to do.
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