With the 2023 tax season behind us, it is now time to plan ahead.
To do that, it’s vital to optimize your client growth, your team, and your operations.
In this informative masterclass, I’ll share with you my 5 best post-tax season moves to help you:
✅ Increase cash flow growth with high-value clients
✅ Build a high performance team culture
✅ Create a systemized operation that runs independently
You will leave with a clear step-by-step plan on what to do and how to do it so that you are not merely surviving but you are thriving for the remaining months of 2023 and beyond.
This course is specifically designed for accountants and tax professionals, with practical strategies and real-world examples tailored to your unique needs. You'll gain valuable insights on:
How to build a post-tax season client attraction machine to grow with new, high-value clients
My simple, yet powerful fee structuring system that works with any type of client. I’ll share with you the actual “services engagement agreement” we use in my accounting firm that enables us to charge fees that are double the average of most firms.
Build a results-driven team and culture that shares your goals and operates in high gear even when you’re not around.
The keys to setting your practice apart in a competitive, changing, and challenging environment while keeping quality referrals rolling in.
Three process changes we recently made to the operations of my CPA firm that WOWed our clients and generated more referrals.
CPA Marketing Genius LLC
Number of Hours:
Knowledge of Branding and Social Media
Number Of Days:
Early Cut Off Date:
The Grand Hotel 2100 Baltimore Avenue Ocean City , MD 21842
Weekday Rate: $109-$164 depending on room type
Weekend Rate: Varies on Day and Room Type