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Pivot, Protect & Adapt: How the Top 5% Are Re-Inventing Their Practices

PIVOT, PROTECT & ADAPT: HOW THE TOP 5% ARE RE-INVENTING THEIR PRACTICES

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 13, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Course Description

The recent crisis left many practices in a spin, with practice owners having spent months scrambling to adapt to the rapid economic changes. Now more than ever, it is time to look at everything with a new pair of glasses so you can reinvent and create something you’ve only dreamt of in the past. 

As we continue to look ahead, it is vital to follow a strategy that protects your profits and positions your firm for greatness going forward. In this webinar, I’ll discuss what the top 5% of practitioners are doing to re-invent their practices, and how you can too.

Learning Objectives: 


  • Determine how to pivot your services and fee structure in the new business environment, using secrets that the top 5% of CPA firms don’t want you to know

  • Recognize how to attract and retain high-ticket clients by adapting your current services to the changing climate

  • Recognize how to gain more freedom by putting your practice on “autopilot,” while improving your workflow and boosting your cash flow

  • List the top secrets to creating a motivated and adaptive superstar team who share your vision and are driven to exceed your goals, even in a virtual environment

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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.