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Client Acquisition 2.0: Going Beyond Referrals to Build Your Dream CPA Firm

CLIENT ACQUISITION 2.0: GOING BEYOND REFERRALS TO BUILD YOUR DREAM CPA FIRM

This session is for small to mid sized CPA firms. The 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.
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Tyler S. Clark, Dream Firms co-founder, shows you his 2-step framework known as “Client Acquisition 2.0” that is giving entrepreneurial accountants the ability to grow their firms on-demand, with the type of clientele they've always wanted to work with.

Follow his proven blueprint so that you too can finally go beyond referrals and transform your firm from the one you happen to have to the firm of your dreams.

By attending this webinar, you will walk away with a clear understanding of exactly how to create your “Dream Firm,” where your firm's services are deeply appreciated while commanding a premium price from your current and future dream clients, without requiring more of your direct time—a bold promise that's been proven time and time again by his clients' industry-leading results.

If you recognize the importance of being a specialist in an increasingly commoditized space and know you deserve to be rewarded for the hard work you've put into developing your accounting expertise, then you have to attend this can't-miss webinar that will unlock the true power of your Dream Firm in record time.

Learning Objectives:


  • Determine how to cure the curse of the entrepreneurial accountant (focus)

  • Name the do's and don'ts of defining your dream client (opportunity)

  • Identify the only way to make more money in less time (systems)

  • Give examples of keeping the entrepreneurial accountant accountable (next steps)

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Tyler S. Clark is the Co-Founder of Dream Firms, leader of the Proactive Accountants Community, a keynote speaker, and the host of Dream Firms Spotlight on youtube. After having successfully built an accounting firm from scratch, adding six figures of new growth each year with cutting edge digital marketing and ethical sales techniques before a successful exit, he is now recognized as the go-to expert for top tier strategic guidance and actionable advice for accounting professionals who are dedicated to building their dream firms. His sales and marketing webinars here on CPA Academy have earned 5-star reviews such as: "this was by far the best webinar of the year" and '...the best speaker I've listened to in a webinar'. A featured speaker and writer on platforms such as the Grow Your Firm Podcast, TaxDome, The Premier Accounting Firm, and many others, Tyler's uplifting message backed by his clients’ stellar results will have you moving towards your Dream Firm faster than you thought possible. Learn more at www.dreamfirms.com and attend one of his top-rated webinars today!

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (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: www.nasbaregistry.org.

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About Our Presenter

Dreamfirmslogo

Dream Firms is the digital marketing & sales coaching solution for entrepreneurial accountants. 

We have one mission: Helping entrepreneurial accountants create generational wealth and impact by making their dream firms a reality.

How do we do this? By giving YOU the power to grow your firm by transforming the way you acquire your dream clients.  

Join us on one of our top-rated webinars today!