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The Secrets to Doubling Your Tax and Accounting Practice Revenue
Business Management and Organization

THE SECRETS TO DOUBLING YOUR TAX AND ACCOUNTING PRACTICE REVENUE

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 10, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Course Description

In this webinar, you will gain valuable insights on maximizing the potential of your existing client base. This informative session is designed to empower tax and accounting professionals with the knowledge and strategies to effectively upsell their clients and maximize their revenue, even in the off-season.

Learning Objectives: 


  • List upselling strategies and techniques specifically tailored to the tax and accounting industry

  • Identify opportunities within an existing client base to increase revenue during the off-season

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Lee Reams II

CountingWorks PRO
CEO and Founder
lee2.reams@countingworksinc.com
(818) 338-8700 ext. 222

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Lee Reams II (Founder & CEO) is the energy behind CountingWorks PRO. He is actively involved in product development, marketing, and website development. He prides himself on listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. In addition, Lee has presented marketing and growth concepts to tens of thousands of tax and accounting professionals. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. Also, he is an active hiker, mountain biker and loves exploring the Sierra backcountry.

About Our Presenter

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Trusted by thousands of tax and accounting professionals and with award-winning marketing automation technology, CountingWorks PRO has been helping professionals to build and grow five-star practices for more than a decade. With its marketing automation technology, CountingWorks PRO provides small firms with state-of-the-art digital marketing technology and automation solutions which include websites, blogs, email newsletters, secure client portals, appointment and e-sign tools, social media marketing, search engine optimization, reputation building and more. With its TaxBuzz and CountingWorks financial marketplaces, CountingWorks PRO provides ways for millions of small business owners and taxpayers to connect and engage. For more information, visit www.countingworkspro.com.