Content Provider
Ceb logo

Sponsored by
Self-Study CPE
View Details/Register
Sellprofitableengagements citrix


Cost Free   CPE Credits 1.0 hour   Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm
Course Description

If you are a firm owner who enjoys helping clients succeed, you’d probably love to find an easier way to win new, highly profitable business. In this webinar,you’ll get an insider’s, high level view of a simple yet powerful three step process that will readily turn opportunities into lucrative engagements. This process allows you to differentiate your firm, communicate your value in ways that compels clients to engage, and get paid for value well beyond hours worked.

This webinar is developed and delivered by Rick Solomon, CPA, and CEO of the Center for Enlightened Business. The proven principles shared in this webinar are taken from Rick’s “Sell Without Selling" program, being used by thousands of accountants in seven countries to bring in millions of dollars in profitable new business every year. Accountants resonate with Rick’s approach to selling because it’s consistent with their principles of integrity and desire to serve clients. You will learn how to remove sales pressure and engage in productive conversations with greater ease and comfort than you ever imagined possible. The framework and process that Rick provides engages clients in unexpected ways, as you differentiate yourself from the competition and find it much easier to win more business with less effort.

Learning Objectives

  • The one thing you MUST do at the start of every conversation to increase your chances of winning the engagement.

  • How to differentiate your firm so clients readily see your value.

  • The two most powerful questions you can ask that will compel clients to engage.

  • The ONLY thing that makes clients willing to pay higher fees.

  • Three mistaken beliefs that make selling harder than it should be.

  • How to “serve” not “sell” to impact your clients’ business while increasing your profits and reducing your time.


"Rick made me believe that I can really succeed."

"Very helpful process was presented."

"Presenter was knowledgeable and able to make his points clearly"

"You wouldn't know he is an accountant if he didn't tell you. Very refreshing with a stupendous idea."

Ceb logo

Rick Solomon, CPA is the CEO of the Center for Enlightened Business, a coaching company dedicated to helping accountants win much more profitable work and attract much better clients. Rick is a world-renowned coach, consultant, and thought leader in the accounting profession and has helped thousands of accountants add millions of dollars to their bottom line. Rick’s made it his life’s work to inspire, empower, and support accountants in becoming significantly more profitable while restoring balance in their work and life.

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

About Our Sponsor

Citrix ShareFile helps businesses exchange files easily, securely and professionally. Jesse Lipson launched ShareFile in November 2005. For six years, he grew the company with no outside capital to almost 20,000 paying corporate customers and 3 million business users in more than 100 countries. In October 2011, Citrix Systems announced its acquisition of ShareFile. Citrix ShareFile now has more than 50,000 corporate customers and 17 million users around the globe.