How to Grow Your Firm the Easy Way Webinar Series

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Growing your tax and accounting firm doesn't have to be hard! It can be easy if you know exactly where to put your focus…

The secret is to focus on the “levers" in your practice – the things that will give you a disproportionate amount of “payoff" compared to the amount of effort you spend.

Join us for this FREE 3-part special webinar series and
discover how to grow your firm the easy way!


By attending these webinars specifically designed for small firms, you will learn:

  • How to successfully transition out of “tax season" so you can have the “post-season" workload you really want

  • Step-by-step plans & tools for how to generate significant revenue during the post-season months

  • How to effectively raise your prices to increase your year-round revenue

  • How to roll-out a new price structure with existing clients & minimize any push-back

  • Key strategies for how to communicate with clients so they'll listen to you and respond to your requests

  • And much more! (Click on the session titles below or on the content tab above to read each full session description!)


The Key to Generating Post Tax Season Revenue

Recorded on June 14, 2016


Double Your Fees

Recorded on July 7, 2016

Client Obedience Training

Recorded on July 19, 2016

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  • Client Obedience Training

    Contains 1 Component(s)

    No your clients aren't dogs, they are your greatest asset! Left untended and untrained, however, they can become your biggest resentment and most challenging obstacle for you getting things done inside your practice. To serve your clients to their greatest benefit you need their help. When it comes to taxes and finances, you need to be the alpha dog in the relationship. Join us for a special, FREE, 1-hour webinar.

    No your clients aren't dogs, they are your greatest asset!

    Left untended and untrained, however, they can become your biggest resentment and most challenging obstacle for you getting things done inside your practice.

    To serve your clients to their greatest benefit you need their help. When it comes to taxes and finances, you need to be the alpha dog in the relationship.

    Join us for a special, FREE, 1-hour webinar
    Client Obedience Training

    This webinar will discuss how to be a leader in the relationship with your clients so you and your clients can thrive.

    You'll receive tangible methods for how to be in control and relieve stress and tension.

    By attending this session you will learn:

    • How to re-define your role with clients
    • How to set personal & professional boundaries
    • Why it's important to create the framework for “obedience"
    • The Keys to getting client relationships “right" from the start
    • How to teach an “old dog" new tricks!

    **Special Bonus: All attending this webinar will receive, ready-to-use, best practice templates so you can implement everything you'll learn right away!

    Join us and discover how to lower your stress level and receive more value from your client relationships.

    William Hamilton

    Co-Founder, TaxPro University

    William is the co-founder of TaxPro University & SmartCenter. He has spent the last 7 years advising hundreds of tax firms on how to grow their businesses & implement systems to make life easier. Will is a huge Lakers fan and lover of technology.

    Chris Basom

    Co-Founder, TaxPro University

    Chris is the co-founder of TaxPro University & SmartCenter. He is also the managing partner of a tax & financial planning firm in Southern California. With 34 years as a tax professional, Chris knows first-hand, the struggles small firms face and how to combat them. He developed TaxProU & SmartCenter to make managing a practice and collaborating with clients, simpler and easier for small firm owners. Chris is a passionate soccer advocate loves any opportunity to be on a sailboat.

  • The Key to Generating Post Tax Season Revenue

    Contains 1 Component(s) Recorded On: 06/14/2016

    Tax Season makes up only 1/3rd of the year, but for most small firms it accounts for over 75% of the firm's revenue. Why is that? Why aren't firms fully utilizing the largest part of the year to increase their overall revenue and profits? Join us for a special, FREE, 1-hour packed with step-by-step instructions for how you can utilize the other two thirds of your year outside of tax season to generate revenue for your firm and help you reach your goals

    What's one unique perspective that today's most successful and profitable firms share?

    They understand the most important part of the year for their firm isn't tax season – it's the
    “Post-Season" – the time from May to January.

    Tax Season makes up only 1/3rd of the year, but for most small firms it accounts for over 75% of the firm's revenue. Why is that?

    Why aren't firms fully utilizing the largest part of the year to increase their overall revenue and profits?

    Join us for a special, FREE, 1-hour webinar
    The Key to Generating Post-Season Revenue

    This webinar is packed with step-by-step instructions for how you can utilize the other two thirds of your year outside of tax season to generate revenue for your firm and help you reach your goals.

    By attending this session you will learn:

    • How to identify your true off-season goals (and not feel bad about them)
    • How to analyze the metrics of tax season & understand what really happened in your firm
    • How to talk to clients & identify what additional services they need from you
    • How to design a specific 90-day plan to jump start your post-season revenue
    • The key strategies for how to successfully implement your plan for tangible results
    • How to map out the rest of your year so you can conquer your revenue goals

    **Special Bonus – All attending this webinar will receive 10, ready-to-use, best practice templates so you can implement what you learn right away.

    Join us for this valuable webinar and learn exactly how to make this your best post-season ever!

    William Hamilton

    Co-Founder, TaxPro University

    William is the co-founder of TaxPro University & SmartCenter. He has spent the last 7 years advising hundreds of tax firms on how to grow their businesses & implement systems to make life easier. Will is a huge Lakers fan and lover of technology.

    Chris Basom

    Co-Founder, TaxPro University

    Chris is the co-founder of TaxPro University & SmartCenter. He is also the managing partner of a tax & financial planning firm in Southern California. With 34 years as a tax professional, Chris knows first-hand, the struggles small firms face and how to combat them. He developed TaxProU & SmartCenter to make managing a practice and collaborating with clients, simpler and easier for small firm owners. Chris is a passionate soccer advocate loves any opportunity to be on a sailboat.

  • Double Your Fees

    Contains 1 Component(s)

    ​Wish you could generate more revenue simply by increasing your fees? You can, and it's not too late if you know the right tactics for how to do it. 97% of tax professionals agree that their fees are too low! It's time for that to change. Join us for a special, FREE, 1-hour webinar

    Wish you could generate more revenue simply by increasing your fees?

    You can, and it's not too late if you know the right tactics for how to do it.

    97% of tax professionals agree that their fees are too low! It's time for that to change.

    Join us for a special, FREE, 1-hour webinar
    Double Your Fees - How to Significantly Increase Your Revenue by Raising Your Prices

    This webinar is packed with Step-by-Step instructions and actionable tactics you can start using immediately.

    Taught by Chris Basom, a 34-year tax pro, learn exactly how he increased his average 1040 fee by 74%.

    By attending this webinar you will learn:

    • Why your fees are way too low and deserve to be increased

    • Why raising your fee is totally achievable in today's market

    • How to overcome the fear of losing clients when raising your fees

    • How to proactively address & eliminate client push-back on your pricing

    • The simple and proven 3-step system for implementing a fee increase in your firm

    **Special Bonus: All attending this webinar will receive 10, ready-to-use, best practice templates so you can implement everything you'll learn right away!

    It's not too late to make this year your most profitable one ever! Join us for this special webinar and learn exactly how to successfully increase your fees.

    Chris Basom

    Co-Founder, TaxPro University

    Chris is the co-founder of TaxPro University & SmartCenter. He is also the managing partner of a tax & financial planning firm in Southern California. With 34 years as a tax professional, Chris knows first-hand, the struggles small firms face and how to combat them. He developed TaxProU & SmartCenter to make managing a practice and collaborating with clients, simpler and easier for small firm owners. Chris is a passionate soccer advocate loves any opportunity to be on a sailboat.

    William Hamilton

    Co-Founder, TaxPro University

    William is the co-founder of TaxPro University & SmartCenter. He has spent the last 7 years advising hundreds of tax firms on how to grow their businesses & implement systems to make life easier. Will is a huge Lakers fan and lover of technology.

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William Hamilton

Co-Founder, TaxPro University

William is the co-founder of TaxPro University & SmartCenter. He has spent the last 7 years advising hundreds of tax firms on how to grow their businesses & implement systems to make life easier. Will is a huge Lakers fan and lover of technology.

image

Chris Basom

Co-Founder, TaxPro University

Chris is the co-founder of TaxPro University & SmartCenter. He is also the managing partner of a tax & financial planning firm in Southern California. With 34 years as a tax professional, Chris knows first-hand, the struggles small firms face and how to combat them. He developed TaxProU & SmartCenter to make managing a practice and collaborating with clients, simpler and easier for small firm owners. Chris is a passionate soccer advocate loves any opportunity to be on a sailboat.