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To 2020 and Beyond: Planning for a Successful Tax Season and Future

TO 2020 AND BEYOND: PLANNING FOR A SUCCESSFUL TAX SEASON AND FUTURE

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 DateDecember 12, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Course Description

The famous and well-respected speaker and author, the late Jim Rohn, always said, "Prepare for tomorrow today."

That's why it’s important to be preparing for the 2019 TAX-Season NOW.

The Holiday season is upon us. Things are going to get hectic, and before you know it you’ll be shaking your noisemaker on New Years!

If you come back to the office on January 2nd unprepared for Tax Season, then you’re in BIG trouble, my friend.

During this webinar, you’ll learn about the proven processes my CPA members and I have used to have the more profitable and fun tax seasons each year.  Imagine transforming your practice into a powerful wealth-building machine during this tax season, and turning that into a perpetual cash flow for the rest of the year.  

Learning Objectives: 
 


  • SYSTEMS: The most important ones for a profitable and stress free tax season

  • CHAMPIONSHIP TEAM: How to get the best from them even if their performance has been barely average in the past.

  • CLIENT ATTRACTION: Tax season is new clients season. Where to find quality ones, how to bring them in, how to sign them up

  • LIFESTYLE: Work smart, not crazy hours this coming tax season

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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

Cpamg
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.