CPA - medium firm
High-value clients pay anywhere from $8k to $15k per year in accounting fees. Imagine the difference attracting ten high-value business clients to your firm within the next 90 days can make. That’s an additional $80k to $150k in new revenues! The immediate impact on cash flow alone would let most practitioners fix other problems affecting their practice. High-value clients are the gateway to a turnkey, lifestyle practice.
Learning Objectives:
- Identify how to generate 3 to 5 quality new business leads within the next 7 days
- Outline a 7-step client conversion system that helps convert new leads to high-value clients without feeling sales-y
- Determine how to double the lifetime value of existing clients by providing new value-added services
- Recognize what high-value clients expect from their CPA firm, and how to use the simple first-meeting framework that positions you as the obvious choice for clients
- Evaluate how to get more referrals and 5-star Google reviews from your high-value clients
Don’t let your schedule keep you from this vital information that can transform your practice!
Salim Omar, CPA
CPA Marketing Genius LLC
President
[email protected]
(732) 309-7232
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
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.
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