According to CPA Trendlines, 36% of affluent business owners are ready to make a switch to a new CPA this year. They want a “better CPA Experience” – which over 95% of CPA firms are simply not delivering, because nobody has shown them how simple it is. Instead, they are too focused on “busy work” that generates little revenue – essentially wasting their time and missing the opportunity to retain & attract all of those high revenue affluent business owner clients.

This course will illuminate you as to how the most uniquely attractive CPAs in the country are operating today and tackling challenges effortlessly by using a superior, systematic approach – enabling them to make a lot more money, from fewer clients in a lot less time in the office.

This session will show you how to provide the unique experience that Affluent Business Owners are NOW EXPECTING and feel that they are currently NOT RECEIVING from their CPA.

You'll further learn how to attract and retain the affluent business owners and wealthy families who are looking for a superior CPA experience while creating more time for what's most important in your business and in your life.

Find out how to increase your revenue per client by over 500% and deepen your relationships with clients that you enjoy serving. Moreover, have your top affluent clients become a referral source for you, touting their CPA experience to others.

Finally, this webinar will address how to access the most powerful network of specialists and resources for elite CPAs without third party referral risk.

At the end of this Webinar, you will find out what it takes to be invited to a private, invitation-only event for elite CPAs – called the Advanced Tax Planning Institute (ATPI), where leading CPAs get a chance to meet and learn from the most forward thinking specialists, tax attorneys, and leading resources who support the top CPA firms and family offices in the country.