This is a live CPE webinar taking place on November 3, 2021. CPAs can earn 2 CPE hours for attending this free course.

What will it really take to grow your practice online in 2022 and beyond?

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 take you behind the scenes to learn what the most profitable small to mid-sized accounting firms are leveraging 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.

This CPE webinar is presented by Client Elevator.

Course 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 higher end 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, spamming or damaging your reputation.
• 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.

Continuing Education Information

• Delivery Method: Group-Internet
• Credit: 2.0 CE/CPE hours
• CPE Subject Area: Communications & Marketing
• Prerequisite: None.
• Program Level: Basic.
• Advance Preparation: None required.
• NASBA Registry ID: 140945
• Texas State Board of Public Accountancy CPE Sponsor ID 010474
• This course is not eligible for IRS CE credit.

Tax Marketing HQ 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: www.nasbaregistry.org.

About Your Instructors

Anthony Simonie is the CEO and co-founder of Client Elevator.

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 Stockjack is the Chief Business Strategist for Client Elevator.

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 (VirtualProfitPlan.com).

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.

About Your Host

Jassen Bowman, EA, CTR™, NTPI® Fellow spent eight years exclusively representing tax debtors as an Enrolled Agent. He has presented over 500 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. He is the author of several books, including Tax Resolution Secrets for consumers and Tax Resolution Systems, a checklist manual for practitioners.