Workshop on
The Principles, Strategies, Systems & Tools
Troy
Patton, CPA/ABV Used To Build His Own $6,000,000
Practice, To Quickly Grow YOUR Own Accounting Practice
Are You A Really
Good Accountant or CPA, But Tired of Wasting Money Begging
People & Companies To Hire You?
Here's How I Dug
Myself Out Of The Same Situation You Might Be In Today...
Schedule
Class Description -
Starts 9am & ends 4pm local time
2 hours
ACQUIRING
Your Next (or First) PRACTICE
Buying another
accounting/CPA practice (correctly & at the right price)
is one of the quickest and most cost effective ways to
GROW. I've bought 12 myself & will teach you the
right way to do it, what to avoid, structuring the deal
& more.
2 Hours
MARKETING
You, Your Services & Practice
New clients rarely walk in
off the street and hire you. You need to find
them, meet with, talk to and persuade them to hire you.
I'll explain how to target, find, talk with and persuade
people to hire you as their new accountant.
A working
lunch will be provided to keep everyone focused on
course content.
.5 Hours
SELLING to Professionals
How to target
professionals like Dentists & Plastic Surgeons to pick
up their monthly, quarterly or annual accounting work.
.5 Hours
Performing
BUSINESS VALUATIONS
How to earn $300-$500 per
hour net profit, doing 9 types of Business Valuations
for your clients.
1 Hour
INVESTMENT
Profits
How to use the "trusted
advisor" relationship you have with your clients to sell
investments & financial services to them.
.5 Hours
Lead
Generation SEMINARS (that actually work!)
How to structure and hold
physical seminars to attract potential new clients,
weeding out the Plate Lickers.
.5 Hours
Plan
Execution & Goals
We've laid out your PLAN
for targeting, attracting & acquiring new Clients.
Here's how to go out and methodically execute your plan
and set goals so you stay focused & reach them.
Class is
scheduled to end at 4pm local time for you to catch your
airline flight if you flew in for the workshop.
I travel and do a lot of
speaking in front of CPAs and accountants who consistently ask
me this question...
“Troy, How Do I
Go About Finding New, Solid Paying Clients For My Practice ?”
Why do they ask me?
Because I spent a lot of TIME AND MONEY asking myself that
question when I started out in my own business.
If you don't know my story, here
it is in a nutshell.
Many years ago I started and
grew a one man operation into a 10 office, $6 million
dollar accounting firm.
At the beginning, when I was by
myself I spent (wasted is a better word) a gob of time
and money trying just about everything to get clients to hire me.
Nothing worked.
In fact it was so bad that I
was down to literally my last couple of bucks in my checking
account.
My choices were to FIGURE "IT"
OUT if I was going to be on my own, OR go back and find a
company to hire me.
Luckily I ran across and
quickly learned a SYSTEM for bringing on new clients - and
implemented it!
Clients started coming in and my
practice started to grow.
Soon I was busy enough had to
hire people to help me. From there I started testing
other PRACTICE BUILDING principles, tools and strategies.
Ultimately I had built and put
in place a nice SYSTEM that took my one office into 2, then 3
and ultimately 10 offices!
Shane Diamant, CPA -
President of Shane Diamant, CPA in Little Rock, AR
Here's The
Secret I Learned Along The Way...
There's NO SINGLE SILVER
BULLET Solution!
A lot of accountants who
struggle with building their practice mistakenly think there's
ONE SECRET THING all the other successful accountants
do to grow their practices.
Is it the other firm's web
site? Is it something the other firm's owner says
on the phone to prospective clients? Is it the ad
they run in the paper that makes the difference?
The answer is NO. It's
NEVER just one thing. The truth (and my experience)
is that it's actually SEVERAL DIFFERENT YET RELATED things you
need to create, implement and manage to have both short
and long term CLIENT growth.
If you scroll back up a little
and look at the schedule of my 7-Hour One-Day Workshop
you'll actually SEE SEVEN different yet related activities,
strategies and tools you should be using TODAY in your
practice to GROW it like I did mine.
Roderick Harvey CPA
of Covington & Thomas, LLC in Hollywood, FL
Here's What You'll Learn In The Workshop:
Whether you're just getting
started in your practice of a seasoned veteran, these are the
topics I'll teach that you can take back and apply in your
practice:
How to
ACQUIRE Another Practice - Early in my career I
opened other offices. Then I found going out and BUYING
another CPA's firm was an effective alternative. I'll
teach you the Acquisition Basics.
MARKETING
You, Your Services & Practice -
New clients rarely walk in
off the street and hire you. You need a SYSTEM
to contact them.
I'll explain my process to find & persuade people to
hire you.
SELLING to Professionals
- Professionals like Dentists & Plastic Surgeons are
steady clients that can afford higher fees. I'll
explain how to pick
up their monthly, quarterly or annual accounting work.
BUSINESS VALUATIONS
-
I'll teach you how to earn
$300-$500 per
hour net profit, doing 9 types of Business Valuations
for your clients.
Bradley Cooper CPA
of W. Bradley Cooper Jr. CPA in Fort Myers, FL
INVESTMENT
Profits - I this session I explain how to use the
"trusted advisor" relationship you already have with your
clients to sell investments & financial services to them.
Lead
Generation SEMINARS (that actually work!) - In this
topic I'll walk you through how to structure and hold
physical seminars to attract potential new clients,
weeding out the Plate Lickers.
PLAN
Execution & Goals - Here's how to go out and
methodically execute your PLAN for targeting,
attracting & acquiring new Clients and set goals so you stay
focused & reach them.
As I said before, when I didn't
know any better as a newbie accountant, I first thought
clients and companies would naturally SEEK ME OUT and hire me
JUST because I was a good accountant.
Maybe back in the 1950's and
60's you could put out a shingle and voila, here come the
clients! As you know, that rarely happens today.
There's just TOO MANY accountants in most parts of the
country. Too much competition!!
To grow your practice you not
only need to stand apart from the crowd, you need a Strategy
combined with Tools to put SYSTEMS in place that allow you to
systematically find new clients,
persuade them to hire you, keep them for the long term and
repeat the process over and over on a weekly basis.
The topics I'll be covering in
the workshop will teach you these things. AND you'll
have the benefit of SAVING the countless HOURS, DAYS, WEEKS and
MONTHS I spent trying to figure it out on my own, condensed
into a DAY so you can save your valuable TIME and MONEY doing
things the right way the first time!
Here's What To
Do Next -
REGISTER BELOW
The cost of the training class
is only $715.00. That includes your training
materials, instruction by myself, and a working lunch that
will be brought in so we can eat and learn at the same time.
I've scheduled these workshops
so you can fly in the night before, attend the workshop
that starts at 9:00 am local time and ends at 4:00 pm local
time, then catch your flight if you are not local, and fly
out that night.
As a busy CPA myself my goal is
to minimize your time away from your practice, give you the
core information you'll need to make changes in how you
approach GROWING your practice so you can get back and
implement them asap.
Complete the form below and I'll
contact you via email with pre-workshop information to get you
primed and ready to grow your practice.
If you have any questions, feel
free to call me directly at 800-800-1776 x52. Troy
Register Here - Workshop Cost is Only
$715.00
(a $200 deposit now +
$515 the month of the workshop)
Click here to open
or download an Order Form that can be mailed or faxed to
our offices.
CPE
CREDIT Information
Receive up to 10 CPE hours credit for class
Program Level:
Intermediate Delivery Method: Group-Live
Additional
Information:
Prerequisites & Advanced
Preparation: A desire to develop a successful
accounting practice. CPA license and or in the
process of studying for your CPA exam helpful.
Knowledge of accounting & bookkeeping is required.
We do work with both beginner practitioners and
experienced alike.
If
you do not see the hotel details for the workshop you
are interested in, call Brian Couzens at 800-800-1776
and he can give you the information on the phone.
For
more information regarding refund, concerns, and program
cancellation policies, please contact out office at
317-581-1776.
Patton
& Associates, LLC 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.learningmarket.org.
Archer Investment Corporation |
9000 Keystone Crossing, Suite 630
Indianapolis, IN 46240 |
317-581-1776 |
317-581-1812 fax
How to
ACQUIRE Another Practice - Early in my career I
opened other offices. Then I found going out and BUYING
another CPA's firm was an effective alternative. I'll
teach you the Acquisition Basics.
SELLING to Professionals
- Professionals like Dentists & Plastic Surgeons are
steady clients that can afford higher fees. I'll
explain how to pick
up their monthly, quarterly or annual accounting work.
BUSINESS VALUATIONS
-
I'll teach you how to earn
$300-$500 per
hour net profit, doing 9 types of Business Valuations
for your clients.
INVESTMENT
Profits - I this session I explain how to use the
"trusted advisor" relationship you already have with your
clients to sell investments & financial services to them.
Lead
Generation SEMINARS (that actually work!) - In this
topic I'll walk you through how to structure and hold
physical seminars to attract potential new clients,
weeding out the Plate Lickers.
PLAN
Execution & Goals - Here's how to go out and
methodically execute your PLAN for targeting,
attracting & acquiring new Clients and set goals so you stay
focused & reach them.
