Content Provider
Ceb logo

Self-Study CPE
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
View Details/Register
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register
INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
View Details/Register
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register
Free cpe webinars
5 Steps To Secure, Streamline, and Grow Your Firm With Business Advisory

5 STEPS TO SECURE, STREAMLINE, AND GROW YOUR FIRM WITH BUSINESS ADVISORY

Available Date(s)
Monday, July 29, 2024: 12:00PM EDT
Monday, August 05, 2024: 12:00PM EDT
Wednesday, August 14, 2024: 12:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Business advisory services are in higher demand now than ever before. However, the simple truth is that while many accounting firms think that they provide business advisory services, the numbers tell us a different story. In fact, most accounting firms are missing the mark altogether, providing reactive, informal, and unstructured, project-based business advisory services. As a result, they risk losing clients to the few firms that deliver advisory the "right" way.


  • 71% of clients leave their accountants because their needs aren't met, especially in advisory services. (Source: Sage Practice of Now Report 2018) 

  • 67% of businesses crave proactive money-saving advice, yet only a third feel they receive it. (Source: QuickBooks survey) 

  • 55% of entrepreneurs feel they're stuck with accountants who merely react rather than advise proactively. (Source: Enterprise Study by Smith & Williamson) 


How can you be sure that you are on the right side of these troubling statistics and that your clients won’t leave you for a more comprehensive set of services? If you would like to learn how to be on the right side of the statistics and you are interested in exploring how to monetize advisory in the most leverageable, predictable, and profitable way - then this webinar is for you. 

Join us for an expert secrets webinar hosted by the nationally renowned advisor Matt Solomon, CEO, entrepreneur, and the mastermind behind many of the industry's most successful transitions from CPA firms into high-profit advisory success stories. Having worked with 11,000 CPAs, accountants, and business owners, it's estimated that Mr. Solomon has helped his clients generate over $2.75 billion in new business growth. Founder and CEO of multiple seven-figure ventures, he remains at the forefront of CPA firm growth and excellence. By attending this webinar, you will gain exclusive and never publicly revealed industry secrets from Mr. Solomon's esteemed 17-year journey of intimate work with CPAs and small business owners worldwide. 

Learning Objectives:


  • Evaluate CAS and Business Advisory and learn to leverage a proven but little-known "profit-powerhouse" offering in a dependable, predictable, and reliable way

  • Determine the single best way to safeguard your firm from clients leaving you for another firm and how to package a premium-priced offering regardless of your current fee structure or service offerings

  • Identify how to save clients from wasting money on expensive consultants and how to ethically draw them in to invest more money with your firm

  • Discover the exact revenue-boosting "alpha-reliable" advisory system that the top 1% of CPA firms use to secure, streamline, and grow their firms predictably - and how you can leverage this understanding into new revenue streams for your firm

  • Recognize the path to justify premium fees and deliver "value beyond price and expectations" to every advisory client, even if you've never done advisory work before

Linkedin
Ceb logo

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.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • 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.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Ceb logo
We empower business leaders to achieve greater levels of success, happiness, and fulfillment by providing the formula for amazing transformation. Through two incredible programs, our members experience first-hand what it means to learn and integrate the Enlightened Approach™ into their work.