Tax Practice Growth Workshops

Want to meet with me live, in person, for a day of strategizing, brainstorming, and implementation — entirely focused on growing YOUR tax practice?

If you are looking to streamline your organization, operate more efficiently, work more cases, and make more money, then I’m willing to come directly to you or your small group for a private, hands on workshop to help you grow your business.

Whether you want private, 1-on-1 consulting, have a small firm, or even want me to speak at your local or state society chapter, I’m willing to travel to you during the May-November timeframe (schedule permitting). By the end of these workshop sessions, each participant will have an action plan for making their practice run better and more profitably, as it relates to the topic at hand.

Here is the list of topics we might cover, based on the needs of the group:

  1. Employees
  2. Case Management/Workflow
  3. Client Retention/Conversion to other services
  4. Lead Generation
  5. Prospect Followup and Conversion (Sales)
  6. Fiscal Management
  7. Collections/Fees
  8. Lead Generation again (it’s worth visiting twice)

In addition, during lunch, dinner, or happy hour, we will be working, either at the conference room or at a restaurant, and can cover additional topics.

These are intended to be either in-depth CPE sessions, or interactive workshops. In other words, attendees should come prepared to participate and engage. The entire purpose of these events is for you to leave with action plans, things that you are actually going to implement in your practice once you get back to the office.

CPE seminars can be of any group size. However, workshops should be limited to no more than six practitioners plus their assistants.

2016 Speaking & Private Workshop Rates

Please note that these rates will be increasing significantly in 2017.

Rates are per day and include my travel and accommodation expenses. Partial days are charged at the full day rate. To secure a slot on my calendar, a deposit of 50% is required at the time of booking.

Easy Access Destinations: $2,450
These are locations that are quick and easy for me to get to, or that I simply like to visit. Includes Seattle, Portland, Salt Lake City, Provo, & Las Vegas.

Western Coastal US: $2,950
Includes AK, HI, WA, OR, CA, NV, ID, western MT, & Phoenix/Flagstaff, AZ.

Mountains & Plains Region US: $3,950
Includes everywhere between the Wasatch Front of Utah (western edge of Rocky Mountains) all the way to the Missouri River. This includes central and eastern MT, all of Wyoming, CO, and NM, western AZ, and all of ND, SD, NE, KS, OK, & TX.

Eastern US: $4,950
Everywhere east of the Missouri River, including states of MN, IA, MS, AR, LA and all other points to the eastern seaboard.

Europe, South America, Japan, Korea: $7,950

Australia, New Zealand, South Pacific, Southeast Asia: $9,950

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