Winning new clients cost effectively and without working harder or longer is the number 1 challenge CPAs face. Increasing billable hours is challenge 2.
This webinar shares 15 stories taken from accountancy firms who have innovated, and won new clients of the right quality (some on a tiny budget.) This new material highlights practical, easy low cost ways you can harness the latest technology to attract and secure new clients.
Best of all – these stories prove you really can grow with limited budget and little time. One story you'll hear explains how one of the smallest CPA's (with just $800K of annual fees) uses new tech to win clients. This innovation automation connects you with the right clients for you – without you doing anything. It's powerfully illuminating.
David Oliver MCIM. Founding director Insight Marketing International, author of 14 books including Sunday times Titles in 29 languages; David has spoken to over 300,000 delegates. He has been described by some, as a ‘prophetic voice’ into the accounting & legal world. Seeing the future for the profession (often well ahead of others) David and the team have consistently revealed future threats and opportunities, and then through seminars, webinars and written content; empowered and inspired the early adopters to embrace that change, and encouraged and equipped the late adopters to catch up. Making Business Life better for thousands of accounting firms, their clients and their staff. As well as running his own successful businesses in marketing for professionals and software applications; for over 3 decades David has been in demand internationally as keynote speaker and thought leader for accountants, book-keepers and finance professionals. Working with Top 100 firms and countless regional and owner managed local firms; David’s passion is to unlock the future for accounting firms. His practical motivating and inspiring style empowers accountants to understand and then use the latest technology; ensuring those firms build irreplaceable, value added long-term relationships with their staff, customers and prospective customers. Making business growth and client retention affordable achievable and even enjoyable Delegates say of David ‘Listen to Him and your firm will never be the same again, put his ideas in to practice and watch your firm flourish’ Recent Keynote and thought leading presentations include; ACCA ICAEW ICPA BCMS 2020 AVN Accountex, Peak performance, Menzies, McIntyre Hudson, Haines Watts, Carpenter Box, HSC, Microsoft, HBOS, Lloyds Bank