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CPA - medium firm
As a firm owner with an established book of clients, you understand the challenges of balancing the needs of both individual and business clients. Many firms are talking about advisory, but few truly understand how to price it effectively or deliver it in a consistent, high-value way that scales. This webinar isn’t just another theoretical session; it’s about tangible, proven steps for implementing business advisory services that work for you and your clients.
Join Matt Solomon, CEO of the Center for Enlightened Business, as he shares over 30 years of insights working with thousands of CPA firms on how to seamlessly adopt, optimize, and manage business advisory services. You’ll learn how to structure these services to maximize your revenue without overextending yourself and create long-term client loyalty, all while navigating the technological and competitive shifts reshaping the industry.
This session is specifically designed for firm owners who want to protect and grow their firm by offering deeper value to their $750k-$20M business clients—helping them thrive while securing your firm's long-term success.
Learning Objectives:
- Identify key industry trends that are reshaping both your firm and your clients—and learn what you need to do now to stay ahead
- Recognize the little-known secret to giving business owners exactly what they want while getting paid appropriately for the strategic value you bring
- Determine to offer advisory services in-house or partner strategically to deliver those services without the heavy lift
- Outline how to maximize revenue and profit from your existing $750k-$20M clients in just 30 minutes per client, using a step-by-step framework
- Present the exact system one firm used to generate $45,000 per month per client—with just 15 hours of work each month
Matt Solomon
The Center for Enlightened Business
Partner and CEO
[email protected]
(631) 941-3060
Matt’s deep understanding of human behavior and performance brings a unique and fresh approach to the accounting world. Having grown up watching his father, Rick Solomon, CPA, train thousands of CPAs all over the world, Matt gained a unique perspective on what the most successful accountants were doing that others simply were not. By studying their success and failure, Matt was able to add an additional $1,000,000 of revenue to the Center for Enlightened Business within 1 year of learning and applying the very same principles he shares with clients.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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