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Client Acquisition 2.0: Going Beyond Referrals to Build Your Dream CPA Firm

CLIENT ACQUISITION 2.0: GOING BEYOND REFERRALS TO BUILD YOUR DREAM CPA FIRM

This session is for small to mid sized CPA firms. The 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 DateJanuary 14, 2025
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Tyler S. Clark, Dream Firms co-founder, shows you his 2-step framework known as “Client Acquisition 2.0” that is giving entrepreneurial accountants the ability to grow their firms on-demand, with the type of clientele they've always wanted to work with.

Follow his proven blueprint so that you too can finally go beyond referrals and transform your firm from the one you happen to have to the firm of your dreams.

By attending this webinar, you will walk away with a clear understanding of exactly how to create your “Dream Firm,” where your firm's services are deeply appreciated while commanding a premium price from your current and future dream clients, without requiring more of your direct time—a bold promise that's been proven time and time again by his clients' industry-leading results.

If you recognize the importance of being a specialist in an increasingly commoditized space and know you deserve to be rewarded for the hard work you've put into developing your accounting expertise, then you have to attend this can't-miss webinar that will unlock the true power of your Dream Firm in record time.

Learning Objectives:


  • Determine how to cure the curse of the entrepreneurial accountant (focus)

  • Name the do's and don'ts of defining your dream client (opportunity)

  • Identify the only way to make more money in less time (systems)

  • Give examples of keeping the entrepreneurial accountant accountable (next steps)

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Tyler S. Clark is the Co-Founder of Dream Firms, leader of the Proactive Accountants Community, a keynote speaker, and the host of Dream Firms Spotlight on youtube. After having successfully built an accounting firm from scratch, adding six figures of new growth each year with cutting edge digital marketing and ethical sales techniques before a successful exit, he is now recognized as the go-to expert for top tier strategic guidance and actionable advice for accounting professionals who are dedicated to building their dream firms. His sales and marketing webinars here on CPA Academy have earned 5-star reviews such as: "this was by far the best webinar of the year" and '...the best speaker I've listened to in a webinar'. A featured speaker and writer on platforms such as the Grow Your Firm Podcast, TaxDome, The Premier Accounting Firm, and many others, Tyler's uplifting message backed by his clients’ stellar results will have you moving towards your Dream Firm faster than you thought possible. Learn more at www.dreamfirms.com and attend one of his top-rated webinars today!

About Our Presenter

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Dream Firms is the digital marketing & sales coaching solution for entrepreneurial accountants. 

We have one mission: Helping entrepreneurial accountants create generational wealth and impact by making their dream firms a reality.

How do we do this? By giving YOU the power to grow your firm by transforming the way you acquire your dream clients.  

Join us on one of our top-rated webinars today!