Grow Your Firm Mastery Course
Table of Contents
Module 1.1 Client Relationships Overview
Module 1.2 Client Relationships Implementation Guide
Module 1.3 Client Relationships Resources
Module 2.1 Pricing Overview
Module 2.2 Pricing Implementation Guide
Module 2.3 Pricing Resources
Module 3.1 Firm Management Overview
Module 3.2 Firm Management Implementation Guide
Module 3.3 Firm Management Resources
Module 4.1 Profit Centers Overview
Module 4.2 Profit Centers Implementation Guide
Module 4.3 Profit Centers Resources
Module 5.1 Team Management Overview
Module 5.2 Team Management Implementation Guide
Module 5.3 Team Management Resources
Module 6.1 Workflow & Process Overview
Module 6.2 Workflow & Process Implementation Guide
Module 6.3 Workflow & Process Resources
Module 7.1 Marketing Overview
Module 7.2 Marketing Implementation Guide
Module 7.3 Marketing Resources
BONUS Module: Buying A Firm Checklist
Are you a founder? Do you work in a small CPA Firm? I know you're busy.
You want actionable advice.
Things you can implement into your business right now that will make a measurable difference:
- Client relationship implementation template
- Diving into the depths of firm management and what you can implement today to significantly increase your firm’s moral.
- Things to digest and question when acquiring another CPA firm
- Resources you can use to build your current client relationships
- How clients move through your firm workflow design
- 47 lead and marketing strategies you can start utilizing today to grow your potential leads
- Marketing implementation worksheet
- Everything you need to know about how to price your firm
- How to raise prices for your current clients without losing their business
- Profit center resources every firm needs to have in their arsenal
- Team management implementation template
- How to utilize your team to grow your firm
- Workflow process template to save your team time
- How to apply Lean Six Sigma to your firm
- Plus 33 other key tips and tricks to help grow your CPA firm
This course is filled with specific and detailed advice, rather than general fluffy ideas and concepts.
90 Day Tripl Guarantee
If for any reason you want a refund, just send my team an email (email@example.com) within 90 days of purchase. You’ll get your money back within 7 days.
Guarantee #1: Results
If you are not making more sales and closing more deals after using the information in this book, simply send my team an email (firstname.lastname@example.org) and request a refund. We’ll return your money, no hard feelings – and we’re still glad to hear from you. And you can still keep the book and use it as much as you like. So you really have nothing to lose.
Guarantee #2: I’ll make it work
If you’re running into problems when implementing my strategies, you can get on the phone with me for a personal consultation. You get 30 minutes of my time, totally free of charge. (Limited offer)
Guarantee #3: Super Simple
If for whatever reason you want a refund (heck, even if it’s to buy a couple more ads to drive traffic to your lead capture page”), just let my team know within 90 days after purchase. You’ll get your refund issued within 7 days.
Order now and get Mastery Course on Growing Your Firm that dives deeper into the following areas of your business:
- Marketing For Accountants
- Lead Generation Toolkit
- Team Management Portal
- Client Relationships
- Pricing Your Business
- Profit Centers To Implement
- Team Management Tips
- Workflow & Process Management
- Acquisition of A CPA Firm
- Overall Firm Management Toolkit
+BONUS: 2 Free Months of Jetpack Workflow For Every Member of Your Firms. A $50 value per team member!