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How to Leverage Tax Season Into NEW $3,000+ Monthly Engagements

HOW TO LEVERAGE TAX SEASON INTO NEW $3,000+ MONTHLY ENGAGEMENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 8, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who should attend?CPA - small firm
Other
Course Description

Most firm owners miss out on the most valuable and lucrative part of tax season - year after year - and the worst part is, they do not even know it. For most, tax season can be quite the hectic time, full of long hours, clients who don't follow the rules, and the pressures - both personally and professionally - that come along with workload compression…
 
Rarely are they looking at this time to set the rest of the year up for massive growth. The goal is to do a good job and get out alive…
 
However, for the motivated few who understand the opportunity in front of them and know what to do about it, they are able to leverage mundane tax season meetings and conversations into new $3,000, $5,000, and even $10,000 per-month, per-client engagements.

Join expert thought leaders, speakers, trainers, and authors Matt Solomon, CEO, and Mike Celada, VP of Growth and Innovation at the Center for Enlightened Business as they share the exact secrets, processes, and principles they have used to help over 11,000 accounting firm owners worldwide turn everyday tax season conversations into tens of millions of dollars in highly leveraged and massively profitable monthly reoccurring engagements. 
 
Learning Objectives:


  • Determine how to leverage your existing skills to “set the table” for multiple $3,000, $5,000, and even $10,000 (per client, per month) engagements - regardless of how busy you are currently or what market you serve

  • Identify where to find clients who will pay you premium fees and what to do today to stop squandering this gold mind of opportunity every day

  • Recognize what other firm owners have done to reduce their time in tax season by up to 65% and increase realization rates by more than 2.5x in as little as 1 year

  • Determine how to tap into exclusive information and proven growth process that other firms have paid over $100,000 to learn

Plus, the presenters will take questions from attendee throughout the webinar, so if you have any questions about where to find clients, what your service offerings should be, how to price, how to communicate value, or how to overcome issues, obstacles, and challenges that have been in your way since you started your firm - this one is for you.

This conversation-style presentation was designed specifically for the small to medium size firm owner who is interested in tapping into the growth principles, time-saving strategies, and expert secrets that have liberated thousands from the hamster wheel of tax season and the daily grind.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Matt’s deep understanding of human behavior and performance brings a unique and fresh approach to the accounting world. Having grown up watching his father, Rick Solomon, CPA, train thousands of CPAs all over the world, Matt gained a unique perspective on what the most successful accountants were doing that others simply were not. By studying their success and failure, Matt was able to add an additional $1,000,000 of revenue to the Center for Enlightened Business within 1 year of learning and applying the very same principles he shares with clients.

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For over 25 years, Mike has been a powerful thought leader and consultant, helping thousands of accounting firm owners achieve exponential results by evolving their businesses from compliance to high-profit firms. He is an expert in mentoring leaders and zeroing in on the activities needed to drive next level results. Along the way, Mike has developed high-impact business models and processes that continue to drive extraordinary change.

About Our Presenter

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We empower business leaders to achieve greater levels of success, happiness, and fulfillment by providing the formula for amazing transformation. Through two incredible programs, our members experience first-hand what it means to learn and integrate the Enlightened Approach™ into their work.