Content Provider

Free cpe webinars
How Accountants Can Stop Chasing Bad Prospects & Win More Higher-Profit Clients


This webinar is intended for small, medium, and large firms, as well as other small to medium-sized business owners (Not for CPAs working in a corporate environment, unless they are responsible for bringing in new business)

Previously titled: Stop Chasing Bad Prospects & Win More Business With More Profitable Clients
Available Date(s)
Tuesday, August 23, 2022: 3:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

There’s a big problem among many hard-working accountants causing burnout, lost profits, and a significant reduction in their quality of life outside of “work.” They’ve lost "that loving feeling” for the work they do and just don’t know how to get it back. While they started out wanting to create a successful (and highly profitable) business, they’ve ended up with what looks more like a “glorified job.”

From not getting paid what they’re worth to chasing the latest shiny marketing tactic, they are left feeling disappointed again with lackluster results. With only so many hours in a day to do client work and efficiently bring in better business, it’s a catch 22—unless the big underlying problem is addressed.

During this webinar, Anthony Simonie (Co-Founder of Client Elevator) and Donald Stockjack (Chief Business Strategist for Client Elevator and former strategist to Tony Robbins) will expose the underlying problem and how the most profitable small to mid-sized accounting firms are leveraging it to get better clients and higher profits.

Join Anthony and Donald as they share the three simple shifts you can make to maximize profits, become more efficient, land better clientele, and get that “loving feeling back” for the work you do.  

Learning Objectives:

  • Determine how an accountant in Texas has tripled her business, working fewer hours over the last 12 months

  • Define your ideal, most profitable client type, where to find them, and how to convert more of them into engagements for your practice

  • Recognize the simple process we use to get pre-sold prospects to book appointments, without paying a dime in advertising and without being pushy or spamming

  • Identify key elements some of the most successful accounting firms are using to fill 80% of their pipeline with higher-paying, easier-to-work-with prospects that genuinely value their expertise, are willing to pay value pricing, and that don’t have to be chased down for payment


Anthony Simonie

Client Elevator
CEO and Co-Founder
(512) 649-1304


After building multiple seven-figure online and offline businesses from scratch, Anthony turned his attention to helping other small and medium-sized companies scale profits by leveraging his unique no BS approach to marketing and sales. 

You’ll often hear him say that “Results are all that matter.” 

For more than 14 years, his passion has helped businesses and professional service providers grow sales and profits by effectively leveraging unique marketing and sales strategies, both online and offline.

Anthony has what some call a "gift" to find new and hidden profit opportunities and deploy systems and processes that predictably attract, convert, and retain high-quality clients and customers. 

Anthony has worked alongside some of the most brilliant business minds on the planet and brings a wealth of knowledge and experience to his clients. 

He’s successfully built three brick-and-mortar service-based businesses, co-founded four successful online consulting and training companies (serving more than 10,000 clients).

He's become a highly sought-after business strategist that is known for getting things done. 

Anthony is married with two children through adoption and resides in Austin, TX.


Donald Stojack

Client Elevator
Chief Business Strategist
(512) 649-1304


With over 40 years of business experience in the trenches, Donald brings an extensive repository of knowledge he has tapped as a successful strategist and consultant. In 2008, Donald was selected to be on the elite team of Chet Holmes International. He stayed with Chet to forge a business relationship with Tony Robbins to create the successful Business Mastery Seminar model and Business Breakthroughs International. Those connections and relationships also lead Donald to work alongside master business minds – Jay Abraham, Scott Hallman, Eben Pagan, and many others.

For the past six years, Donald has been on the team of Go Meta Media, an Eben Pagan company – serving thousands of entrepreneurs in the digital information and coaching industries. Donald is also a Chief Business Strategist at Client Elevator and The Virtual Profit Plan group - a team of online business experts that helps companies develop traction with their online presence (

A father of six, Donald lives in the Seattle, Washington area and enjoys spending time kayaking on the many inland waterways and walking the many forested trails.

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 Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Client Elevator provides unique, battle-tested marketing and sales solutions that increase performance and profit, to Accountants, EA's CPAs and Bookkeepers.