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How to Double Your Income and Cut Your Workload with High Value Clients

HOW TO DOUBLE YOUR INCOME AND CUT YOUR WORKLOAD WITH HIGH VALUE CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 21, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Practitioners keep saying how much they want to get off the hamster wheel. They are tired of the stress of running their practice. They don’t want to go through another tax season where they’ll have to work crazy long hours. The solution is high-value clients.

High-value clients enable you to do less and get more. To get to $1,000,000 in annual revenues, you only need 67 clients paying you $15k/year. Imagine how much easier and more enjoyable it is to run a practice with a client roster of 67 clients instead of the typical client roster of several hundred low-fee personal tax clients and dozens of business clients that generate significantly less revenue and cause high stress, long hours, and lesser enjoyment. 

Learning Objectives: 


  • Outline simple methods you can tap into to attract a consistent stream of high-value clients who gladly pay $15,000 annually for your help

  • Summarize a case study on how a few simple changes help members attract high-value clients and double income

  • Define the “Authority” snowball effect including three quick ways to stand out, get noticed, and begin attracting pre-sold clients fast

  • List five common myths about attracting high-value clients and how you can implement these proven techniques even if you don’t think you have the right skills or team in place now

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Salim Omar transformed a struggling practice he started in 1996 with low-paying clients, poor cash flow, and 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. In addition, he has been featured in various prestigious publications, such as the CPA Journal and Accounting Today.

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.