Live National Tele-Workshop!

No Need To TRAVEL (or buy gas).

Cost $2,495 - Attend From Your Office!

 

 

presented by

Troy C. Patton, CPA

President

Patton and Associates, LLC.

 

 

presented by

Todd Steinberg

Senior Account Executive

New Clients Inc.

 

 

Sep. 30, Oct. 1 & 2, 2008 w 1pm-4pm ET

(12pm-3pm CT, 11am-2pm MT, 10am-1pm PT)

"Marketing Your Accounting/CPA Firm"

(Receive 3 CPE hours credit for class)

 

In this consecutive three-day, 3-hour live tele-seminar sessions Troy will teach you how to cost effectively acquire your first or another practice, whether you're working for a big firm and looking to make your first purchase OR you have your own practice & want to grow it internally or by acquisition. 

 

Todd will also teach you how to successfully acquire five to fifteen new clients each and every month for your practice.  These client acquisition techniques are being used right now by accountants to grow their client base and literally resurrect their business.

 

 (Note the sessions will be recorded for attendee playback

if you are late to or miss a session.)

 

Troy C. Patton, CPA - "You will learn what I've gleaned from personally consulting on 249 accounting practice transactions and 12 of my own accounting practice purchases as I personally built a 10 office, 80 staff, $6,000,000 practice years ago. 

 
 
 

PROGRAM  SCHEDULE

Day 1 & Day 2 morning - Tue, Sep 30 - Wed, Oct 1, 2008 w 12:00 pm ET - 4 pm ET

What Is A Firm Worth And The Pitfalls To Look For When Buying!

 

1) What is a Practice Worth? - How to determine what you'll offer.

2) State of the Market - Is it a buyers or sellers market?

3) Case Studies - Successful purchases and ones that failed and why.

4) Pitfalls - Avoiding the common and uncommon mistakes when buying.

5) Contracts - Creating ones that work for both buyer and seller

6) Financing Terms - Strategies that improve your cash flow.

7) Due Diligence

8) Utilization/Realization

9) Benchmarks/Fees

10) Checklists and Tools for Success

 

Day 2 afternoon & Day 3- Wed, Oct 1 - Thr, Oct 2, 2008 w 12:00 pm ET - 4 pm ET

How To Market Your Practice and Attract New Clients Every Month!

  • Internet based marketing strategies including website design, how to drive traffic to your site, search engine placement and other web based marketing tips.

  • Identifying who needs your services in the market and how to reach them.

  • The type of service offered to the small and medium sized client.

  • Email marketing, cost efficient and effective.

  • How to successfully secure up to 25 qualified appointments per week with potential clients in your market.

  • How to hire, train, and manage your appointment setters.

  • Effective lead-source development.

  • Successful communication and presentation skills.

  • Obtaining a commitment from the client and upfront retainer.

  • Fee setting, pricing back-work, and keeping receivables to a minimum.

  • Turn your results from ordinary to extraordinary with goal setting sessions.

  • Internal processing procedures; becoming efficient and profitable at the same time.

  • What doesn't work in marketing accounting services; avoid costly mistakes.

  • Role playing scenarios: practice sessions to improve your skills.

  • Internal marketing procedures; ways to obtain additional billing from your clients.

  • Software and technology topics presented by one of the leading software providers nationwide.

  • The value of financial planning and how to cross sell this service to your growing client base.

  • Cost effective methods for acquiring more 1040 clients.

You will also receive the following materials in preparation for the course:

 

  1. Seminar Outline Book – includes all aspects of what is covered at our nationally acclaimed practice development seminar.

  2. Appointment Setting Training Audio CD - will help you train your appointment setter.

  3. Appointment Setter Training CD – designed to provide better understanding of appointment setting and help to train your appointment setter. Also available on CD-ROM.

  4. Sales Presentation Manual – an effective, professional, illustrative enhancement to each sales presentation.

  5. Sales Training Audio CD – includes 15 of the most common objections received during the sales presentation with proven responses to each.

  6. Sales Training CD – outlines the steps to a successful sales presentation. Also available on CD-ROM.

Register NOW/EARLY so we can ship the materials to you to review BEFORE the program!!

 

3 Ways To Register

(1) Online Tele-Seminar Registration Form

Please provide your contact information

as it appears on the billing statement of your credit card:

Your Name

Company

Address

Suite

City

State

Zip Code

Office Phone

Fax

E-mail

Credit Card Number:   

Expiration Date:         

3-Digit Security Code: 

(on back of credit card)

 

(Click on the Register Me button.  Afterwards you'll be redirected to our home page.  Check your Inbox in a few hours for an email with Dial-In & Access Code instructions.)

 

(2) FAX In Registration Form

Click here to download a PDF seminar enrollment form.  Seminar tuition is $2,495 payable by check or credit card.  Full refunds are given on cancellations made on or before September 23, 2008.
(2) Call In

If you have any questions regarding the seminar, please call us at 317-581-1776.  To enroll, Click here to download a PDF seminar enrollment form.  Complete the form and fax it back to our offices at 317-581-1812.
 
 
 

Archer Investment Corporation w 9000 Keystone Crossing, Suite 630

Indianapolis, IN 46240 w 317-581-1776 w 317-581-1812 fax

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