CPA STRATEGY

Agenda

• How to start/re-kindle a CPA relationship
• Booking the next appointment in the current one
• Host/ Acquisition/ SurePayroll

How to Start/ Re-kindle a CPA relationship

• STOP IN!
• Communicate your Value to the Firm
• Leverage Resources Find a Reason that "forces" them to work with you
• Find a Reason that "forces" them to work with you

STOP IN!

• "A" CPAs
• CPAs with Mutual Clients
• Non-50s
• EVERY Firm you See
• Bring a Partner

Communicate Your Value

• FREE Resources
• AICPA
• Referrals
• Online Access
• Standalone services--STPS, Background checks/ I-9 Verifiation, TAA, HR, 401k,...

LEVERAGE RESOURCES

• AKC
• CPEs (WiseGuides, Webinars, & CCH books)
• My Corporation

FIND A REASON THAT FORCES THEM TO WORK WITH YO

• Get Referred in by a client
• Online Access
• Refer them a Client
• Schedule an EUP for the firm's payroll

BOOKING THE NEXT APPOINTMENT IN THE CURRENT O

• Goal--15 min meetings every 3 weeks
• Come prepared with current topic & next topic
• Book a standing appt. time

Host/ Acquisition/ SP

• Identify Opportunities by conducting a Firm Profile
• Involve your DSM
• Follow up Process

Firm Profile

• Let's Practice...

Takeaways

Questions