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COURSE #: 2020031221
1 CE hour
Pompeii Italian Grill, 16109 Nacogdoches Rd, San Antonio, TX 78247
Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.
Join us for a joint luncheon meeting with the American Society of Appraisers in Central Texas. Rod Burkert, CPA, a national professional practice development consultant, will present.
For the most part, our traditional client service model is 1-to-1, 1-and-done. That means last year’s clients must be replaced this year to maintain the “old” revenue status quo. And to grow, we must add more new clients than the number that dropped off. Then that many more clients need to be replaced the following year to maintain the “new” revenue status quo.
But it is more than just finding new clients. Because even if we are good at attracting leads and converting them into new clients, we ultimately must deliver the work … each year … every year … into perpetuity. And since there are only so many hours in a day, we can only serve so many clients in a year.
This model does not scale. We are pushing the boulder up a hill; we are the mythical Sisyphus. There is an alternative – a 1-to-many business model that can augment our 1-to-1 client service model and give us more time, money, and freedom in our practices.
Course Objective(s): Participants will gain a greater understanding of the “1-to-many” business model that can, if implemented, potentially give CPAs more time, money and freedom in their practices.
Prerequisites: The method of presentation is group-live instruction and the program level is overview/update. There are no prerequisites for this course nor is there any advanced preparation required.