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How to Position Your Tax or Accounting Firm to Stand Out
Business Management and Organization

HOW TO POSITION YOUR TAX OR ACCOUNTING FIRM TO STAND OUT

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 30, 2022
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
Other
Course Description

Imagine for a moment that your firm only said “yes” to the clients you really enjoyed working with . . . AND that those clients happened to be the highest-paying clients. Dream scenario, right?

When you’re just starting out, anyone willing to pay you to help them is a “good fit.” Everyone has to pay their dues. But too often as you grow, you add additional industries and services to the roster to appease new clients, and, before you know it, you’re doing everything for everyone.

Learning Objectives:


  • Identify what’s wrong with a referral-only firm

  • Recognize the importance of positioning your firm to find your dream clients

  • Determine how to position your firm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Lee Reams II

CountingWorks PRO
CEO and Founder
[email protected]
(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.