CPA - medium firm
Other
In the course, the owner of Ragain Financial (Christopher Ragain, CPA) will show you step-by-step how he grew his small 5 person firm to $1M in revenue. You will see his “5 Keys To Success” as well as an in-depth look at the processes and workflows he and his staff use to drive new clients to the door, close them, and automate nearly every aspect of client deliverables. As an added bonus, you will get a preview of his new tax planning software- Tax Planner Pro, and a detailed look at why it is a critical component of his practice.
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Understand how to transition your SMB clients to value billing and package upsells
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Learn how to analyze your website and calls to action (CTA’s)
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Replicate the marketing techniques Chris uses to bring in 5-10 clients per month
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Learn the selling and closing techniques that produce new clients in every meeting
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Finally, understand how automation can keep your staff small, and profits high
Christopher Ragain, CPA/RTP is a frequent speaker to the accounting and tax industry, as well as one of most experienced tax planners in the U.S. Owner of Ragain Financial, a small CPA firm in Naples, FL, Chris serves 350 SMB clients around the country. Chris uses a high-energy presentation style to make accounting and tax topics fun and exciting. Chris also has built several accounting software projects including: Tax Planner Pro, LedgerSync, and ProHub 360. An advocate of published value pricing and the use of bookkeepers and tax accountants in co-sponsored tax planning, Chris is one of the thought-leaders in moving the profession toward more advisory roles and less compliance tasks.
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