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Our Programs and Services

Outsourced Marketing

Outsourced Marketing Program

This is a complete marketing, coaching & lead generation program for accountants. We work with you to customize a marketing plan that suits your practice and local market characteristics with targeted goals. This specialized approach allows you to acquire new business clients less expensively than buying a practice that are loyal to you while growing at a steady controlled pace. Develop a business not a practice.

Some Key Benefits Include:

  • Improve profit margins so they are typically double the industry average
  • Marketing is done every month saving you time
  • Higher hourly fees (above $200 per hour)
  • Growth is ensured
  • And much more…
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Accounting Marketing

Accounting Marketing Program

An online, self-study program designed for accounting firms that want a life-long practice development system for reliable lead generation, pricing and selling. Learn how to market your services, realize higher dees, and increase the value of your firm.

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Website Services

Website Services

Search engine optimized websites designed to increase your firm’s visibility on the internet. Our websites come standard with productivity tools like secure file sharing, email newsletters, and a content library.

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Practice Management

Practice Management Program

An online, self-study program that teaches you how to run a practice efficiently so you maintain a balanced lifestyle. The goal of this program is to help you generate higher profit markets and re-engineer your operations so your practice becomes more efficient and less reliant on how hard you work.

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Art of Closing and Keeping Clients

Art of Closing and Keeping Clients

A step-by-step program that is uniquely tailored for accountants who wish to dramatically increase their selling and closing skills while attempting to acquire new clients for their practices.

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One-On-One Coaching

One-On-One Coaching

Business coaching and executive coaching is very common, but now it's available for accountants as well. This is personalized 1-on-1 coaching that is customized for you. It’s for accountants in all phases of their careers from novices to seasoned veterans.

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