Content Provider

Discovertaxseasonbreakthrough cpamarketing


Cost Free   CPE Credits 1.5 hours   Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Course Description

Tax Season is behind us. So you can relax and count your cash (like all the other practitioners), right? Wrong!

Don’t waste all the momentum, trust, and new clients you’ve tapped into during tax-season. You’re missing out on a HUGE opportunity to maximize your annual profits and revenue while your competition has their eye off the ball.

During this informative presentation, you’ll receive clear, actionable steps I’ve used in my own practice to create your very own May-to-December game plan that keeps profits and cash rolling in the rest of the year.

Learning Objectives

  • What the “Top 1%” of CPA firms don’t want you to know about their pricing strategies (I’ll show you exactly what they are and how they can work for your firm).

  • How to create a referral machine that predictably cranks out quality referrals – even if you’re just starting out your practice.

  • My proprietary system that REDUCES costs and INCREASES capacity to take on even MORE clients – you’re going to love how simple it is!

  • 3 proven strategies for turning a mediocre team into superstars... eager to help you reach your goals –just one of these can make a BIG difference to your bottom line.


"Interesting & useful professional information!"

"Very intuitive presenter of factual hands-on experiences."

"This was a very interesting and really needed webinar!"

"Great strategies for improving the way we work during filing season, and how important it is to properly service clients by packaging services and assessing client needs."

Cpamg Linkedin

Salim Omar transformed a struggling practice he started in 1996 with low-paying clients, poor cash flow and a 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 and has been featured in a range of prestigious publications such as The CPA Journal and on the cover of Accounting Today.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (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:

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211