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7 PROVEN STRATEGIES FOR ENGAGING NEW CLIENTS VIA SOCIAL MEDIA
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INTENTIONAL ONBOARDING: THE KEY TO STRONG CLIENT RELATIONSHIPS
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Free cpe webinars
Take Control of Your Practice: The “TCT Approach” for Productivity And Profits

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

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
Available Date(s)
Tuesday, November 05, 2019: 3:00PM EST

Cost Free
CPE Credits 1.5 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who should attend? CPA - small firm
Course Description

If you’re like many of the CPAs I meet, you’re working long hours..... trying to hold everything together... and can’t believe you still haven’t hit that elusive 7-figure mark.

When you get up in the morning to go to your practice, do you really feel in control?

Control of your own time, your clients and your team?

This is not how most practitioners feel or act or live.

The “TCT Approach” (Time, Clients, and Team) will equip you to take charge in a non-confrontational manner. Your team and clients will respect you and trust that you have their best interest at heart.

Learning Objectives:


  • My powerful time management process – the exact system i use to manage time, distractions, opportunities, and team members. Master this and watch your practice run like a well-oiled machine!

  • The simple 2-step process to manage employees. You will easily gain more control, power, and peace of mind in your practice.

  • My own meeting agenda template – meetings are a critical tool for building a proactive culture and helping your practice reach its goals. This template will make everything run smoothly so you can enjoy more control and freedom.

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Cpamg

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
Additional Materials
Webinar FAQs
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.
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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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Cpamg
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.