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Post-Tax Season Breakthroughs: 5 Keys to Success in a Challenging Economy

POST-TAX SEASON BREAKTHROUGHS: 5 KEYS TO SUCCESS IN A CHALLENGING ECONOMY

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 DateJuly 23, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Other
Course Description

The 2020 tax season was unique and DIFFICULT in many different ways. Between the changing tax deadlines, new rules and regulations, and overarching fears of the pandemic and its effects on the economy, practitioners are now left exhausted and derailed.

As we all look positively toward the future, now is the time to build and execute a solid game plan to help you exhale, rebuild, and recover as you prepare for the rest of the year and beyond.

In this webinar, I’ll share with you the top post-tax season breakthroughs and tips to help you get back on track, increase your income and cash flow, and stand out in your market even in a challenging economy.

You will leave with a clear plan on what to do and how to do it, in a step-by-step manner so that you are not merely surviving but you are thriving the remaining months of 2020.

You‘ll learn how to:


  • Develop clear, actionable steps to create a strong and effective game plan that keeps profits and cash rolling in for the remainder of 2020 and beyond.

  • Create a post-tax season client attraction machine to grow with new, high-quality clients.

  • Improve your firm pricing strategy to align with those used by the Top 5% of CPA firms.

  • Create a results-driven team and culture that share your goals and operates in high gear even when you’re not around.

  • Identify and systematize the critical tasks in your practice so you see an immediate and positive impact on your time and money.

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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.