On-Demand
How to Develop a Lucrative Practice 2025-26
CPE: 1
Member
$49.00
Nonmember
$59.00
Members, log in to access your discount.
Overview
This session will break down the sales funnel system that every CPA should know so that they remain excited about the profession all while building a successful practice. This will be accomplished with a 10-step sales process that doesn’t feel like selling.
This session was recorded on April 17, 2025 for CalCPA’s Practice Management Bootcamp conference.
Product Code
1000004194
Credit Type
CPE: 1CPE-Non-Technical: 1Format
Online Self-Study
NASBA Field of Study
Business Management & Organization
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Identify your specific client niche
- Create information magnets for leads
- Develop compelling and clear landing pages
- Maintain consistent communication
- Master the consultative sales approach
- Present tailored, solution-oriented deliverables
- Deliver consistently exceptional client service
- Actively request client referrals early
- Transition mindset from CPA to CEO
Faculty
Greg J Rodriguez Jr
Greg has over 25 years of experience providing a wide range of insights to growing businesses. He’s walked the same path as you – from a poor, middle-class neighborhood with no financial resources to becoming a successful CPA, Real Estate Broker, and building four successful CPA firms. He’s helped hundreds of clients find thousands in savings and achieve the success they’ve only dreamed about.Now, he dedicates his time and talents to providing...
More about Greg J Rodriguez Jr