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"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 1.5 hours

Recorded DateMay 9, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who should attend?CPA - small firm
Course Description

After tax season, most practitioners relax and count their cash. Big mistake.  
Don’t waste on the momentum, trust, and new clients you’ve signed up during tax-season. You’re missing out on a HUGE opportunity to maximize your annual profits and revenue while your competition has their eye off the ball.

During this informative presentation, you’ll receive clear, actionable steps I’ve used in my own practice to create your very own May-to-December game plan that keeps profits and cash rolling in the rest of the year.

You’ll learn:

  • My proprietary system that REDUCES costs and INCREASES capacity to take on even MORE clients – you’re going to love how simple it is!

  • What the “Top 5%” of CPA firms don’t want you to know about their pricing strategies (I’ll show you exactly what they are and how they can work for your firm)

  • How to create a referral machine that predictably cranks out quality referrals – even if you’re just starting out your practice

  • 3 proven strategies for turning a mediocre team into superstars... eager to help you reach your goals –just one of these can make a BIG difference to your bottom line.

Not logged

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.