After tax season, most practitioners relax and count their cash. Big mistake.

Don’t waste on the momentum, trust, and new clients you’ve signed up during tax-season. You’re missing out on a HUGE opportunity to maximize your annual profits and revenue while your competition has their eye off the ball.

During this informative presentation, you’ll receive clear, actionable steps I’ve used in my own practice to create your very own May-to-December game plan that keeps profits and cash rolling in the rest of the year.

You’ll learn:

• My proprietary system that REDUCES costs and INCREASES capacity to take on even MORE clients – you’re going to love how simple it is!


• What the “Top 5%” of CPA firms don’t want you to know about their pricing strategies (I’ll show you exactly what they are and how they can work for your firm)


• How to create a referral machine that predictably cranks out quality referrals – even if you’re just starting out your practice


• 3 proven strategies for turning a mediocre team into superstars... eager to help you reach your goals –just one of these can make a BIG difference to your bottom line.