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Client Acquisition 101 (for Solo-Practitioners)

CLIENT ACQUISITION 101 (FOR SOLO-PRACTITIONERS)

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 30, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Course Description

With so many ways to market and advertise your tax practice, it can be really overwhelming with attracting the right clientele. We all need clients to sustain our business, and even more, to grow it. If you have been frustrated or unsure as to what to do about getting new clients, then this webinar will help you with effective and practical advice to build your practice with clients you want.
 
Getting the right clients that will pay you is a challenge, especially if you are just starting your practice and trying to sort out what services and the type of clients you want. As solo practitioners, we have a limited budget and little time to build financially sound practices, so it is vital that we make the best of our resources and ensure that we get results.
 
Understanding these basic but fundamental ideas will help you easily grow your practice.
 
Learning Objectives:


  • Identify the factors for building clientele

  • Determine what clients are looking for when engaging with a professional

  • Give examples for implementing effective methods for acquiring clients

  • Identify the vital tools needed when growing your practice

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Taxpracticeacademylogo

Amani is a seasoned professional with a passion for helping successful tax practice owners achieve their ultimate goal: making more while working less. With a wealth of knowledge and expertise in the field, Amani understands the unique challenges faced by 6-7 figure tax practice owners and has developed proven strategies to help them scale their business effectively.

As a Certified Public Accountant, licensed in MD/VA/FL, and a Master of Science in Taxation, Amani values the educational hardwork that it takes to start and build a business. Amani was able to hone her education and skills to service her clients that has given her 5.0⭐ reviews on Google.

Coaching Style: Amani infuses real-life experiences and solutions, spirituality, and a deep understanding of her clients' and where they are currently stuck to get them to what they most desire. Amani's commitment to excellence and dedication to client success have earned them a reputation as a trusted advisor and mentor in the industry. By leveraging their expertise, tax practice owners can streamline operations, implement efficient processes, and ultimately achieve the elusive work-life balance they desire. In addition to providing valuable insights and guidance through her trainings, Amani offers personalized consulting and group coaching services to tax practice owners looking to take their business to the next level. With Amani's support, clients can confidently navigate challenges and seize opportunities, ultimately realizing their full potential.

If you're a tax practice owner ready to scale your business and achieve financial freedom, Amani is the trusted partner you need. Let Amani's expertise and proven strategies empower you to work less than 2 days a week while making more.

About Our Presenter

Taxpracticeacademylogo

We aspire to create a community of tax practitioners who are not only thriving in their practices but are also vibrant, engaged individuals actively pursuing their dreams. Our ultimate goal is to lead the charge in a paradigm shift, where tax practitioners, equipped with our guidance, experience a remarkable improvement in their quality of life while reducing their time invested in their business – all while maintaining the same or achieving a higher level of income. In this vision, Tax Practice Academy becomes synonymous with excellence, resilience, and the untiring belief that success and well-being are not mutually exclusive.

At Tax Practice Academy, we're on a mission to rescue you from the brink of burnout! We get it – the constant chaos, the never-ending stress, and the feeling of being pulled in a thousand directions. Tax Practice Academy works towards the goal of a better life, and now we want to share that dream with you.

We refuse to let life pass by while you're buried in paperwork. Owning a thriving tax practice shouldn't mean sacrificing your personal life. That's why we don't just aim for success; we help you in crafting a symphony of balance between your business and personal life. Our approach goes beyond the numbers, ensuring that you not only boost profitability but also reclaim precious time for yourself and your loved ones.

While others focus on tweaking business systems, we put the spotlight on YOU, the owner. Our ultimate objective is to elevate your quality of life, reduce the burdens of your business, and fortify your financial standing. Through our comprehensive group coaching and personalized one-on-one advisory services, we equip you with the tools, strategies, and insights needed to enhance your quality of life.