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, our presenter will share his 5 best post-tax season moves to help increase cash flow growth with high-value clients, build a high-performance team culture, and create a systemized operation that runs independently.

Attendees will leave with a clear step-by-step plan on what to do and how to do it so that they are not merely surviving but thriving for the remaining months of 2023 and beyond.

Learning Objectives:

• Recognize how to build a post-tax season client attraction machine to grow with new, high-value clients


• Evaluate a simple yet powerful fee structuring system that works with any type of client


• Give examples of an actual “services engagement agreement” used in the presenter's accounting firm that enables fees that are double the average of most firms


• Identify how to build a results-driven team and culture that shares goals and operates in high gear


• List keys to setting your practice apart in a competitive, changing, and challenging environment while keeping quality referrals rolling in


• List three process changes that wowed clients and generated more referrals