CPA - medium firm
Other
What's the fastest and easiest way to grow your tax practice? Getting lots of referrals!
But how do you get your current clients to refer you without sounding pushy or coming off as desperate? Or, if you're just starting and don't have a large client base, how do you build a client base from scratch?
This webinar will dive deep, give you actionable answers to those questions, and teach you how to position yourself in the eyes of current and potential clients so they can fully recognize your value.
We believe the tax business is the best professional services business in the world. If you have the right referral marketing system, you can grow your business to whatever level of success you desire. We hope you join us for this exciting webinar and put into practice what you learn.
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What referral marketing really means for tax professionals
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Why (even though you are a great tax pro) you may not be getting tons of referrals
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How to create the perfect 5-step referral system to flood your practice with new clients
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The keys to following up and converting a potential client into a paying client
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Once you get new clients, how to keep them happy and satisfied
Karen, AZ
"Probably one of the best CPA Academy webinars I've ever attended. Interesting, relevant, and with practical how-to's and even worksheets to work through (in addition to just the slides). Did not just educate and inform - it enabled action. Well done all."
Ralph, IN
"Very practical and though provoking ideas. The aids/handouts provided by the presenter were additionally very helpful as they provided a structure for moving forward and implementing the practical information and ideas presented in the course."
Kathryn, VT
"I most enjoyed the discussion on retention and how important it is to consider when retaining a client is not in the firms best interest. I think this is difficult for most firms and liked your step by step analysis to evaluate clients."
David, IL
"One of the BEST presentations. The presenter followed the format that was set, did not deviate, did not make unnecessary comments about what he wanted to tell us. Informative, useful and easy to understand. Thank you."
Shannon, CA
"Great webinar! Awesome presenter. He clearly outlined the referral process in a way I'd never thought of. I just took this class for CPE, but I got so much out of it to improve my practice!"
Debby, KS
"I thought the instructor was very knowledgeable and displayed his teaching from experience with the subject. Offered some real examples of how to approach clients to help with referrals."
Aubrey, VA
"Great information presented. I enjoyed the topic and the presenter was knowledgeable and engaging. I will be adding some of the suggestions to how to interact with my clients."
Raymond, CT
"Very insightful and information about ways to increase referrals and retain clients (the good ones). Will definitely be implementing almost all of what was presented today."
Chris Basom
SmartCenter
Co-Founder
c.basom@getsmartcenter.com
(800) 926-5905
Chris Basom is the founder of SmartCenter, a cloud software that helps tax professionals organize their practice and increase their revenue. Chris is also the Managing Partner of a Tax & Financial Planning Firm based in Southern California. With more than 30 years of experience as a tax professional, Chris knows first-hand, the dramatic changes that have taken place in the industry. Throughout his career, he has seen how emerging trends have affected tax businesses. Recognizing the power of technology, and excited by the opportunities it offered tax professionals, Chris developed the SmartCenter software to help to take advantage of emerging trends in the tax industry and better serve clients.
Will is a huge Lakers fan and lover of technology. He has spent the last 15 years helping 1,000's of Tax firm owners simplify their pricing and increase revenue so they can spend more time doing what they love. He is an approved instructor with the NATP and AICPA, and regularly hosts webinars and training.
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