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3 Step Genius Methodology Transforms Your CPA Practice


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.
Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 18, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who should attend?CPA - small firm
Course Description

Every practitioner wants the “dream practice”.

A practice where they can get away from the tyranny of the day-to-day and spend more time doing the things that they love, while their firm runs like a well-oiled machine.

Unfortunately, many never achieve it. They read all the books and take all the courses, usually taught by those who have never owned a practice nor have experience applying their own advice. Or, they try to figure out everything on their own…only to end up in the same hole, with thousands of dollars and valuable time lost.

Building your dream practice doesn’t have to be difficult. In fact, it can a simple, yet very effective three-part model that helps you streamline your operations, build a championship team and attract MORE clients with LESS work.

Discover a practical and easy to apply a framework that has helped thousands of struggling practitioners turn their practices around into multi-figure profit gains in just 12 months or less.

You will discover . . . 

  • A proven methodology guaranteed to help you consistently attract the highest-quality clients and multiply your INCOME.

  • How to decrease your stress levels and workload while increasing the amount of FREEDOM you have in your practice.

  • The six keys to creating a winning practice and making the biggest IMPACT on your clientele and team.

  • The step-by-step system used by the top practitioners to create the LIFESTYLE PRACTICE that they want and deserve!

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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

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.