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Salim Omar, CPA

CPA Marketing Genius LLC
President
salim@cpamarketinggenius.com
(732) 309-7232

Cpamg
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.

About Us: The premiere marketing and practice management company serving over 8,000 CPAs all over the world.

Salim Omar is a best selling author, thought leader and mentor for CPA firms. He is considered by many as THE “CPA Practice Coach” because he owns and runs a CPA practice so he understands what it takes to create and sustain a successful firm.

Upcoming Live Webinars

THE NUTS AND BOLTS TO A 7-FIGURE PRACTICE (IN 5 YEARS OR LESS!)

Available Date(s)
Wednesday, August 04, 2021: 4:00PM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

HOW TO DOUBLE YOUR PROFITS AND DOUBLE YOUR TIME OFF OVER THE NEXT 12 MONTHS

Available Date(s)
Tuesday, September 21, 2021: 4:00PM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other     This session is for small sized CPA firms. The strategy level content is NOT suitable for non-owners/managers, firms without business clients, or anyone in non-CPA firms. Please ONLY register if you are an Owner in a CPA firm with business clients. 

THE SECRETS OF CLIENT ATTRACTION: 5 STEPS TO HIGH-QUALITY CONVERSATIONS

Available Date(s)
Thursday, October 21, 2021: 4:00PM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm     This session is for small-sized CPA firms. The strategy level content is NOT suitable for non-owners/managers, firms without business clients, or anyone in non-CPA firms. Please ONLY register if you are an owner in a CPA firm with business clients. 

Archived Webinars Offered

TOGETHER EVERYONE ACHIEVES MORE (TEAM) IN A POST-PANDEMIC WORLD

Date RecordedJuly 22, 2021  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

PIVOT, PROTECT & ADAPT: HOW THE TOP 5% ARE RE-INVENTING THEIR PRACTICES

Date RecordedJuly 13, 2021  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

POST-PANDEMIC PRACTICE GROWTH ACCELERATORS: 5 WAYS TO KICK BACK INTO HIGH GEAR

Date RecordedJune 25, 2021  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

THREE POWER MOVES TO PROPEL YOUR PRACTICE INTO HIGH GEAR AFTER TAX SEASON

Date RecordedJune 9, 2021  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

2021 POST-TAX SEASON BREAKTHROUGHS: 5 KEYS TO SUCCESS IN A CHALLENGING ECONOMY

Date RecordedMay 25, 2021  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

YOUR WEALTH BUILDING PLAN FOR THE 2021 TAX SEASON

Date RecordedDecember 1, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

THE PATHWAY TO SEVEN FIGURES: THE “TCT APPROACH” TO LEADERSHIP

Date RecordedNovember 17, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

TEAMWORK TO TRIUMPH: GOAL SETTING FOR SUCCESS IN THE NEW ECONOMY

Date RecordedNovember 3, 2020  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

LEVEL UP AND PROSPER: 3 SECRETS TO MANIFESTING YOUR LIFESTYLE PRACTICE

Date RecordedOctober 22, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

THE SECRETS OF CLIENT ATTRACTION: 5 STEPS TO HIGH-QUALITY CONVERSATIONS

Date RecordedOctober 1, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

PLAY SMART, NOT HARD: HOW TO CHANGE THE GAME AND DOUBLE YOUR TIME OFF

Date RecordedSeptember 22, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

3 STEP GENIUS METHODOLOGY TRANSFORMS YOUR CPA PRACTICE

Date RecordedAugust 18, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

3 POWER MOVES TO PROPEL YOUR PRACTICE INTO HIGH GEAR

Date RecordedAugust 6, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

POST-TAX SEASON BREAKTHROUGHS: 5 KEYS TO SUCCESS IN A CHALLENGING ECONOMY

Date RecordedJuly 23, 2020  CostFREE  Course Length1.0 hour  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, Other    

REINVENT OR DIE: HOW THE TOP 5% ARE RE-INVENTING THEIR PRACTICES & YOU CAN TOO!

Date RecordedJune 25, 2020  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

POST-PANDEMIC PRACTICE ACCELERATORS: 5 WAYS TO KICK BACK INTO HIGH GEAR

Date RecordedMay 12, 2020  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

TO 2020 AND BEYOND: PLANNING FOR A SUCCESSFUL TAX SEASON AND FUTURE

Date RecordedDecember 12, 2019  CostFREE  Course Length1.5 hours  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

THE ROAD TO SUCCESS: EFFECTIVE GOAL SETTING FOR YOUR PRACTICE

Date RecordedNovember 8, 2019  CostFREE  Course Length1.5 hours  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

TAKE CONTROL OF YOUR PRACTICE: THE “TCT APPROACH” FOR PRODUCTIVITY AND PROFITS

Date RecordedNovember 5, 2019  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

FROM DREAMS TO REALITY: SECRETS TO ACHIEVING YOUR PERFECT PRACTICE

Date RecordedOctober 22, 2019  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

QUALITY OVER QUANTITY: 4 STRATEGIES FOR WINNING HIGH QUALITY CLIENTS

Date RecordedOctober 2, 2019  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

5 PROVEN STRATEGIES FOR SCORING A GAME-CHANGING CPA PRACTICE

Date RecordedSeptember 18, 2019  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

THE 4 HABITS OF HIGHLY SUCCESSFUL CPA FIRMS

Date RecordedAugust 8, 2019  CostFREE  Course Length1.5 hours  Subject AreaPersonal Development  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

BUILDING A POST-TAX SEASON GAME PLAN FOR SUCCESS

Date RecordedMay 8, 2019  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

2019 TAX SEASON GAME PLAN: TAP INTO SECRETS OF THE MOST SUCCESSFUL PRACTITIONERS

Date RecordedDecember 12, 2018  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

GOAL SETTING FOR MAXIMUM SUCCESS IN YOUR CPA FIRM

Date RecordedNovember 27, 2018  CostFREE  Course Length1.5 hours  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

INCREASING YOUR PRODUCTIVITY: THE “TCT APPROACH” FOR MORE FREEDOM AND PROFITS

Date RecordedNovember 9, 2018  CostFREE  Course Length1.5 hours  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

4 PROVEN STRATEGIES TO CONVERT PROSPECTS INTO HIGH QUALITY LONG-TERM CLIENTS

Date RecordedOctober 24, 2018  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

UNLOCKING THE SECRETS FOR THE ULTIMATE LIFESTYLE ACCOUNTING PRACTICE

Date RecordedSeptember 19, 2018  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

THE 'GRAND SLAM' PRACTICE: 5 STRATEGIES TO KNOCK YOUR PROFITS OUT OF THE PARK!

Date RecordedAugust 21, 2018  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

4 RICHUALS YOU NEED TO ADOPT NOW FOR SUCCESS IN YOUR CPA FIRM

Date RecordedAugust 10, 2018  CostFREE  Course Length1.5 hours  Subject AreaPersonal Development  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

5 PRACTICE-BUILDING STRATEGIES FOR POST-TAX SEASON SUCCESS

Date RecordedMay 9, 2018  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm    

THE ULTIMATE 2017 TAX SEASON: THE SECRETS OF THE MOST SUCCESSFUL PRACTITIONERS

Date RecordedDecember 12, 2017  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

DESIGNING YOUR MILLION DOLLAR CPA FIRM

Date RecordedNovember 30, 2017  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

THE FLOURISHING PRACTICE: 5 STRATEGIES FOR MORE PROFITS, GROWTH AND CLIENTS

Date RecordedOctober 26, 2017  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

ACCOUNTING PRACTICE OWNERS: HOW TO SCALE TO HIT 7 FIGURES IN 3 YEARS OR LESS

Date RecordedSeptember 21, 2017  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

BOOST YOUR FIRM'S REVENUE WITH 5 PROVEN ACTIVATORS FOR MORE WEALTH & FREEDOM

Date RecordedJuly 18, 2017  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

CREATING YOUR MILLION DOLLAR CPA FIRM: GROWTH, FREEDOM AND SANITY!

Date RecordedJune 20, 2017  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

DISCOVER THE 5 KEY PROFIT-BUILDING STRATEGIES FOR AFTER-TAX SEASON BREAKTHROUGHS

Date RecordedMay 23, 2017  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

THE ULTIMATE GAME PLAN TO CRUSH THE 2017 TAX SEASON

Date RecordedDecember 8, 2016  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Live  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

DESIGNING YOUR ULTIMATE LIFESTYLE ACCOUNTING PRACTICE

Date RecordedNovember 9, 2016  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Live  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

7 TRIGGERS THAT WILL CREATE MORE WEALTH AND TIME FREEDOM FOR YOU

Date RecordedOctober 28, 2016  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Live  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

ANATOMY OF SCALING A PRACTICE TO 7 FIGURES IN 3 YEARS OR LESS

Date RecordedSeptember 28, 2016  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Live  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

THE 10X PRACTICE: 5 PROVEN STEPS TO MULTIPLY YOUR PRACTICE PROFITS

Date RecordedAugust 30, 2016  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Live  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

THE 5 KEYS TO CREATING BIG BREAKTHROUGHS AFTER TAX SEASON

Date RecordedMay 25, 2016  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Live  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

THE ULTIMATE CLIENT FEEDER SYSTEM

Date RecordedMay 5, 2016  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Live  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

HOW TO BUILD A MILLION DOLLAR DREAM PRACTICE

Date RecordedDecember 17, 2015  CostFREE  Course Length1.5 hours  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Live  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

HOW TO SCALE A PRACTICE FROM ZERO TO SIX FIGURES PER MONTH

Date RecordedNovember 10, 2015  CostFREE  Course Length1.5 hours  Subject AreaPersonal Development  Course LevelBasic  Instructional MethodGroup Live  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

6 TRIGGERS THAT WILL CREATE MORE WEALTH AND TIME FREEDOM FOR YOU

Date RecordedOctober 27, 2015  CostFREE  Course Length1.5 hours  Subject AreaPersonal Development  Course LevelBasic  Instructional MethodGroup Live  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

A THRIVING PRACTICE BLUEPRINT

Date RecordedSeptember 22, 2015  CostFREE  Course Length1.5 hours  Subject AreaPersonal Development  Course LevelBasic  Instructional MethodGroup Live  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

HOW TO CREATE A LIFESTYLE CPA PRACTICE

Date RecordedSeptember 24, 2014  CostFREE  Course Length1.5 hours  Subject AreaPersonal Development  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other