THE 5-STEP SYSTEM FOR ATTRACTING

$3,000-$15,000 HIGH PROFIT,

MONTHLY CLIENTS

WHILE 10X YOUR REALIZATION RATES AND

GETTING YOUR TIME BACK

HIGH PROFIT ENGAGEMENTS

Who Is This For

cc: Nik Shuliahin - https://unsplash.com/@tjump?utm_source=haikudeck&utm_medium=referral&utm_campaign=api-credit

WHO IS THIS FOR?

THIS MASTERCLASS IS FOR ACCOUNTING PROFESSIONALS (CPAs,

BOOKKEEPERS, ACCOUNTANTS AND EAs)WHO OWN THEIR OWN FIRM.

IF YOU WANT TO ATTRACT ULTRA-HIGH PROFIT CLIENTS, THIS IS FOR YOU.

IN THE NEXT 45 MINUTES...• WHY YOUR WORK IS WORTH $3,000 TO $15,000/MO.

PER CLIENT, AND HOW TO BOOST REALIZATION RATES TO $500 TO $1,500/HR, EVEN IF YOU’VE NEVER EARNED THAT MUCH BEFORE.

• HOW EVEN ACCOUNTANTS WHO STRUGGLE TO COMMUNICATE THEIR VALUE ARE GETTING CLIENTS TO SAY “YES” TO ULTRA-PROFITABLE ENGAGEMENTS WITHOUT BEING “SALESY”.

• WHAT YOU NEED TO DO TO TAP INTO THE CLIENTS YOU HAVE RIGHT NOW TO ATTRACT YOUR FIRST $3,000 TO $15,000/MO. CLIENTS – EVENT IF YOU DON’T THINK YOU HAVE ANYONE WHO WOULD INVEST THAT MUCH WITH YOU.

A STEP-BY-STEP STRATEGY FOR

WINNING $3,000 to $15,000+

MONTHLY ENGAGEMENTS, 10x

REALIZATION RATES, AND GET

YOUR TIME BACK.

MY PROMISE TO YOU

• HAS YOUR WORK LOST ITS LUSTER, BUT YOU’RE WORRIED ABOUT BEING IRRESPONSIBLE BY LEAVING BEHIND THE STABILITY IT PROVIDES, SO YOU JUST KEEP ON PUSHING ALONG?

• DO YOU SECRETLY FEEL FRUSTRATED OR RESENTFUL TOWARDS YOUR CIENTS BECAUSE YOU HAVE TO CONSTANTLY PROVE YOUR VALUE AND JUSTIFY YOUR FEES, EVEN IF THEY ARE ALREADY LOWER THAN THEY SHOULD BE?

• ARE YOU TIRED AND LET DOWN BY UNPREDICTABLE MARKETING THAT GENERATES EITHER NO OPPORTUNITIES OR LESS THAN IDEAL CLIENTS?

DOES THIS SOUND LIKE YOU?

DOES THIS SOUND LIKE YOU?• ARE YOU FEELING LESS SECURE ABOUT RETIREMENT

AND SAVINGS BECAUSE YOU DEPEND ON SEASONAL WORK, INCONSISTENT REVENUE, AND MORE LOW PROFIT WORK THAN YOU’D LIKE TO ADMIT?

• DOES IT SEEM LIKE THERE’S NEVER ENOUGH TIME IN THE DAY TO GET ALL THE WORK DONE AND THAT OU’RE SPENDING TIME DOING WORK THAT IS LESS VALUABLE THAN YOUR POTENTAL AND EXPERIENCE JUSTIFY?

• HAVE YOU LOST THE SACRED BALANCE OFWORK AND LIFE, HEALTH, FAMILY, AND DOWNTIME BEDAUSE YOUCAN’T EVER SEEM TO “SHUT YOUR BRAIN OFF” UNTIL ALL THE WORK IS DONE?

DESPITE YOUR BEST EFFORT, DO YOU

STRUGGLE TO GET ENOUGH OF THE

RIGHT CLIENTS WHO ARE HIGHLY

PROFITABLE WITH WORK YOU

ABSOLUTELY LOVE TO DO?

THE REAL PROBLEMYOU HAVEN’T MADE “THE SHIFTS”

ONCE YOU MAKE THE SHIFTS• YOU’LL BE EARNING A GREAT LIVING, DOING WORK YOU LOVE ONLY FOR

THOSE CLIENTS YOU LOVE WORKING WITH. YOU’LL HAVE A DEEP SENSE

OF FULFILLMENT EVERY DAY YOU WAKE UP.

• YOU’LL BE ABLE TO GET HOURS BACK EVERY WEEK WITH AMPLE TIME

AND MONEY TO SPEND TAKING “THAT” TRIP, BEING WITH FAMILY, OR

JUST SIMPLY ENJOYING LIFE TO THE FULLEST.

• YOU’LL FEEL CONFIDENCE EVERY DAY, KNOWING YOU HAVE A RELIABLE

SYSTEM THAT MAKES WINING AND SERVING ULTRA-PROFITABLE,

$3,000 TO $15,000/MO. ENGAGEMENTS AS ROUTINE AS DOING A

1040.

• YOU’LL GO FROM PUTTING OUT FIRES AND GRINDING TO GET THE WORK

OUT OF THE DOOR, TO BEING REENERGIZED AND FEELING PURPOSE IN

EVERYTHING YOU DO.

• WORK WILL BE FUN AGAIN!

• I’M MATT SOLOMON, CEO OF THE CENTER FOR

ENLIGHTENED BUSINESS. WE PROVIDE A

SYSTEM AND SUPPORT FOR THE SMALL- TO

MEDIUM-SIZED ACCOUNTING FIRM TO PRICE,

SELL, AND DELIVER HIGH PROFIT WORK.

• WE’VE HELPED OVER 10,000 ACCOUNTANTS

GROW REVENUE, INCREASE PROFITABILITY,

AND GET THEIR TIME BACK.

• I’M A WEEKLY CONTRIBUTING AUTHOR IN CPA

TRENDLINES, TOP RATED SPEAKER BY CPA

ACADEMY, MEMBER OF CPA CONSULTANTS

ALLIANCE, SPEAKER ON STAGES FOR QUICK

BOOKS AND INTUIT, AND TRAININGS FOR

FORTUNE 500 COMPANIES.

WHO I AM

POLLING QUESTION 1

• WHAT IS YOUR BIGGEST CHALLENGE NOW?

• HIGH VOLUME – LOW PROFIT

• TOO MANY HOURS / UNFULFILLING WORK

• CAN’T GET ENOUGH OF THE RIGHT CLIENTS

• NOT SURE HOW TO DELIVER VALUE

• ALL OF THE ABOVE

DISCOVERING THE 5 SHIFTS

DISCOVERING THE 5 SHIFTS

THERE ARE 5 KEY SHIFTS THAT YOU MUST MAKE TO TAKE YOUR BUSINESS FROM HIGH VOLUME, LONG HOURS, AND

UNFULFILLING WORK, TO BRINGING IN $500-$1500 an hour ($3,000 TO $15,000+/MO.) IN REOCCURRING

MONTHLY ENGAGEMENTS.

I’M GOING TO WALK YOU THROUGH ALL 5 SHIFTS RIGHT NOW.

SHIFT 1:

YOU MUST STOP DEPENDING

ON COMPLIANCE WORK

YOU MUST STOP DEPENDING

ON COMPLIANCE WORK

• THE MORE COMPALIANCE WORK YOU HAVE, THE LESS LIKELY YOU ARE TO

BE PROFITABLE. YOU’RE PLAYING A HIGH VOLUME, LOW PROFIT BALLGAME

THAT REQUIRES FLAWLESS EXECUTION AND NEVER-ENDING PRODUCTION.

• YOU ARE FACING AN UPHILL BATTLE AND FEE COMPETITION VS THE BIGGEST

PLAYERS AND THEIR MONEY. IN 2018, 3-MONTH TAX SEASON, TURBO TAX,

H&R BLOCK, JACKSON HEWITT, TAX SLAYER, AND CREDIT KARMA SPENT

$192,000,000 SPEND ON TV ADS. TURBO TAX IS #9 BIGGEST SPENDER ON

DITIBAL ADS IN THE U.S. (MEDIAPOST.COM)

• IN MOST CASES, EVEN WHEN DONE PERFECTLY, IT LEAVES YOU WITH

INCONSISTENT CASHFLOW, POOR REALIZATION RATES, AND A LOW

PERCEPTION OF VALUE FROM THE MARKET.

“THE MARKET DEMANDS LESS AUDIT AND ACCOUNTING AND MORE

VALUE-ADDING CONSULTING SERVICES” - AICPA 2025 HORIZONS REPORT

“MAKE NO MISTAKE, OUR PROFESSION IS AT A CROSSROADS. WHAT

WORKED IN THE PAST IS NO LONGER A RELIABLE INDICATOR OF

WHAT WILL WORK IN THE FUTURE....” - THRIVING IN AN AGE OF DISRUPTION FOR TAX AND ACCOUNTING,

THOMPSON REUTERS

“WE CAN NOT SOLVE OUR PROBLEMS WITH THE SAME THINKING WE USED WHEN

WE CREATED THEM.- ENTREPRENEUR MAGAZINE

YOU MUST STOP DEPENDING

ON COMPLIANCE WORK

• SUCCESSFUL FIRM BUT WAS

WORKING 60+ HOUR WEEKS,

GROSSING UNDER $500K.

• PAYING A HIGH PRICE FOR

SUCCESS; HOURS, LIFESTYLE,

STRESS, ETC.

• MADE THE CHOICE ONE DAY

TO STOP DEPENDING ON

COMPLIANCE WORK…

JOLENE LOOS, CPA & PARTNER

CASE STUDY 1:

HOW TO 10X REALIZATION

CASE STUDY 1:

HOW TO 10X REALIZATION

• MORE THAN 2.5X FIRM

REVENUE TO $1.15m.

• ONLY WORKS 750/HR/YEAR –

14.5/HRS WEEK.

• HOURS REDUCED BY MORE

THAN 45 HR/WEEK – REDUCED

HER TIME BY 75%.

• TAKES 19 WEEKS VACATION

EACH YEAR.

• 10X REAIZATION TO

$1,500+/HR. JOLENE LOOS, CPA & PARTNER

Shift 2:

Step into the Role of A

Business Advisor

SHIFT 2:

STEP INTO THE ROLE OF A

BUSINESS ADVISOR

Shift 2:

Step into the Role of A

Business Advisor

STEP INTO THE ROLE A

BUSINESS ADVISOR

• STEPPING INTO THE ROLE OF THE PROACTIVE, VALUED BUSINESS

ADVISOR IS YOUR WAY OUT OF DEPENDENCY ON COMPLIANCE WORK.

• TO EARN $3,000-$15,000/MO PER CLIENT YOU MUST BE PROACTIVE,

CHARGE FOR VALUE, AND FORMALIZE AND LEVERAGING YOUR EXISTING

KNOWLEDGE AND SKILLSET.

• EVEN IF YOU’RE NOT MOTIVATED BY MONEY, THIS IS STILL VERY

IMPORTANT BECAUSE PREMIUM PRICES ARE A REFLECTION OF HOW YOU

VALUE YOURSELF, THEY MOTIVATE YOUR CLIENTS TO DO WHAT YOU ASK,

AND THEY ARE NECESSARY IF YOU WANT TO MOVE AWAY FROM

COMPLIANCE WORK AND BECOME MORE PROFITABLE.

Shift 2:

Step into the Role of A

Business Advisor

STEP INTO THE ROLE A

BUSINESS ADVISOR

• “72% OF SMALL BUSINESS OWNERS HAVE CHANGED THEIR CPA OR

ACCOUNTING FIRMS BECAUSE THE FIRM “DID NOT GIVE PROACTIVE

ADVICE, ONLY REACTIVE SERVICE.” – ACCOUNTEX

• “BUSINESS OWNERS RELY ON ACCOUNTANTS MORE THAN ANY OTHER

TYPE OF ADVISOR. HOWEVER, ACCOUNTANTS OFTEN FAIL TO

CAPITALIZE ON THEIR RELATIONSHIPS WITH THESE CLIENTS.” - RUSS ALAN PRINCE, FORBES.COM

• “SIMILARLY, SEEKING PROACTIVE ADVICE IS OFTEN CITED AS A TOP

REASON WHY BUSINESSES SWITCH ACCOUNTANTS.”- HUBDOC.COM, ACCOUNTING TRENDS FOR 2019

WHAT WE SELL VS

WHAT THEY WANT

Shift 2:

Step into the Role of A

Business Advisor

POLLING QUESTION 2WHERE ARE YOU ON THE CHART?

TO WHAT DEGREE DO YOU PERFORM AND GET PAID

PREMIUM PRIES FOR BEING A BUSINESS ADVISOR?

1. NOT WELL – STUCK ON LEFT SIDE

2. DEFINITELY ROOM FOR IMPROVEMENT

3. PRETTY GOOD JOB OF IT

4. DO REALLY WELL WITH IT

5. WE CRUSH IT – CONSISTENTLY!

CASE STUDY 2:

FROM $1500/MO. TO $22K/MO.

• SAW HIMSELF AS A COMMODITY, THE

“LEFT SIDE STUFF”, STRUGGLED TO WIN

HIGH PROFIT WORK.

• HE MADE THE DECISION TO FORMALIZE

THE ROLE HE PLAYED AND CONVERTED

A $1,500/MONTH CLIENT TO AN

$11,000/MONTH IN ONE

CONVERSATION.

• HE CONFIDENTLY WON HIS SECOND

ENGAGEMENT AT $10,000/MO, THREE

WEEKS LATER.

• HE 7X A MONTHLY ENGAGEMENT AND

ADDED A NEW CLIENT AT $10,000/MO.

JUST BECAUSE HE MADE THE DECISION

FORMALIZE HIS ROLE.MIKE MEILINGER, CPA, Partner

CASE STUDY 3:

UNDER $65/HR TO $500/HR • CHARGING, NOT REALIZING $65/HR.

• BURNT OUT AND MISSING HER

6- YEAR-OLD SON.

• BREAKING POINT WAS KNOWING SHE COULD

GET PAID MORE WORKING FOR SOMEONE

ELSE, AS OPPOSED TO RUNNING HER FIRM.

• DECIDED TO TAKE A STAND FOR HER DREAM.

SHE GOT HER FIRST ENGAGEMENT AT

$5,000 MONTH… THEN ANOTHER AT $5,000.

THEN ANOTHER AT $2,500…

• REALIZATION RATES ARE WELL ABOVE

$500/HR.

• AND BEST OF ALL, THIS WAS DURING TAX

SEASON!

JODIE HEAL, PARTNER

SHIFT 3:

USE THE SECRET WEAPON -

“APSD PROFITABILITY

PROCESS™”

APSD PROFITABILITY

PROCESS™

• THERE’S A PROVEN AND SIMPLE PROCESS TO MAKE

BEING AN ADVISOR MUCH EASIER. AND WITH

PRACTICE YOU CAN MAKE THIS AS ROUTINE AS A

1040, BUT AS VALUABLE AS ANOTHER $36,000-

$180,000 OF WORK EACH YEAR, PER CLIENT, EACH

TIME YOU USE IT SUCCESSFULLY.

• WHAT I’M ABOUT TO SHARE WITH YOU HAS WORKED

10,000S OF TIME. AND IT’S A VERY SIMPLE STEP-BY-

STEP PROCESS.

THE TRADTIONAL

APPROACH

BRINGING IN THE WRONG CLIENTS - HAVE NO CONTROL OVER THE VOLUME OF IDEAL CLIENTS THAT COME IN. TAKE WHAT WE CAN GET.

BASE FEES AROUND COMPETITION, HOURS,

TRANSACTION, AND NON-VALUED WORK.

SELL ON TRANSACTIONAL, PRICE-CENTRIC,

“WINGING” IT, HIGH PRESSURE OR EXTREME LOW-PRESSURE INEFFICIENT TECHNIQUES.

GET STUCK WITH HIGH VOLUME, LOWER

PROFIT WORK THAT DOESN’T EXCITE YOU

THE ENLIGHTENED

PROFITABILITY PROCESS

ATTRACT

THE

RIGHT

CLIENTS

PRICE

FOR

VALUE

SELL AS

A FORM

OF

SERVING

DELIVER

WITH

CONFIDENCE (AND A GAME

PLAN)

CASE STUDY 4:

$30K/YEAR TO $22K/MO• 2 MONTHS AWAY FROM CLOSING HER FIRM

BECAUSE OF REVENUE, ONLY TAKING HOME

$30K A YEAR GROSS.

• DID GREAT WORK BUT STRUGGLED TO

COMMUNICATE VALUE. WAS 1/17 ON NEW

CLIENT ENGAGEMENTS.

• IN HER FIRST 3 WEEKS SHE GOT A $3K/MO

CLIENT.

• IN 8 WEEKS ADDED $22K/MO WITH 5 NEW

CLIENTS. REALIZATION RATES ARE NOW

$733-$943/HR FOR THE NEW CLIENTS.

$264,000 IN NEW BUSINESS BECAUSE SHE

DECIDED TO LEARN THE “MISSING LINK” FOR

HER.

• PATRICIA ONLY SPENDS 1 HOUR A DAY

DELIVERING THIS WORK EACH MONTH.PATRICIA ELLINGTON, PARTNER

BIGGEST REASONS

FOR FAILURE1. FAILURE TO IMPLEMENT A WORKING SYSTEM – OR

DOING IT PIECEMEAL.

2. NEGATIVITY - “SOUNDS GOOD BUT, THIS WONT WORK FOR

ME”.

3. PERFECTIONISM – “I HAVE TO BE GOOD BEFORE I TRY IT."

4. FEAR – “WHAT IF I SAY THE WRONG THING?”

5. OVER THINKING – NUMBER ONE KILLER IN ACCOUNTING

IS OVER THINKING.

THIS IS JUST LIKE ANY OTHER SYSTEM AND SKILL SET;

WHEN YOU COMMIT TO LEARNING IT THE RIGHT WAY,

IT’S CONSISTENTLY RELIABLE AND PREDICTABLE.

POLLING QUESTION 3

IN RELATION TO HIGH PROFIT WORK…

• I STRUGGLE TO COMMUNICATE AND GET PAID FOR MY VALUE.

• I HAVE SOME ABOVE $3K/MO, BUT THERE’S ROOM FOR

IMPROVEMENT.

• I CONSISTENTLY BRING IN <$3K/MO PER CLIENT.

SHIFT 4:

YOU’RE SITTING ON A

GOLD MINE

YOU’RE SITTING ON A GOLD MINE

• YOUR EXISTING CLIENT BASE IS RICH WITH BUSINESS

OWNERS WHO KNOW YOU, LIKE YOU, TRUST YOU, AND WILL

PAY YOU MORE FOR GUIDANCE.

• THE FIRST THING WE LOOK FOR IN HELPING OUR CLIENTS

GET $3,000 - $15,000/MO ENGAGEMENTS IS TAPPING INTO

THE EXISTING CLIENT BASE. IT’S VERY COMMON THAT

THERE IS MORE BUSINESS IN THERE THAN THE

ACCOUNTANT ANTICIPATED.

• BEYOND YOUR EXISTING CLIENT BASE IS ANOTHER MASSIVE

OPPORTUNITY. THE U.S. HAS 30.2M SMALL BUSINESSES

AND CANADA HAS ANOTHER 1.14M SMALL BUSINESSES.

THERE’S MORE HIGH PROFIT BUSINESS THAN YOU CAN

WANT OR HANDLE.

THE PROCESS FOR

CONVERTING AN EXISTIGN CLIENT

1. DECIDE WHO YOU WANT TO WORK WITH.

2. RANK THEM IN ORDER OF BEST OPPORTUNITY.

3. SET UP CONVERSATIONS WITH THEM.

4. USE THE ENLIGHTEND PROFITABILITY PROCESS –

AND FOLLOW IT EXACTLY!

5. REDEFINE THE RELATIONSHIP DYNAMIC.

CASE STUDY 5:

FROM $500/MO. TO $5000/MO.• HAD SEEN THE “ENORMOUS DOLLARS” A FEW TAX

CLIENTS WERE PAYING TO BUSINESSES COACHES AND

HAD AN “AH-HA” MOMENT.

• TURNED A “WALK IN” BOOKKEEPING PROSPECT INTO

$2K A MONTH WITH ONE CONVERSATION AND

CONVERTED A $500/MO CLIENT TO $5000 A MONTH

WHO WAS SO DESPERATE FOR THESE SERVICES THAT

HE DIDN’T LET HER FINISH THE OPENING STATEMENT IN

THE PSD PROFITABILITY PROCESS!

• TRANSITIONED 8 MONTHLY CLIENTS TO ADD

THOUSANDS A MONTH TO HER REVENUE AND HAS “A

LOT” MORE TO CONVERT.

• REALIZATION RATES WENT FROM GOOD AT $300-$500

AN HOUR TO GREAT AT $500-$1000 AN HOUR.

• WHEN ASKED IF SHE HAD ADVICE FOR YOU, SHE SAID:

“ARE THESE ACCOUNTANTS IN LAFAYETTE, IN? BECAUSE

I'D LOVE FOR THEM TO KEEP DOING THE SAME OLD

STUFF. JUST KIDDING. THIS IS VITAL AND AMAZING FOR

YOUR PRACTICE AND LIFE. PLUS IT’S SO MUCH MORE

FUN AND REWARDING!”

TRESSA HEATH, CPA & PARTNER

QUICK RECAPNOW YOU KNOW…

• YOU MUST STOP DEPENDING ON COMPLIANCE WORK.

• YOU CAN EARN $3,000 TO $15,000+/MONTH BY DOING

VALUABLE WORK CLIENTS REALLY WANT.

• YOU CAN GET CLIENTS TO SAY YES TO THESE PRICES BY

LEARNING TO PRICE FOR VALUE, SELL TO SERVE, AND

DELIVER WITH A PLAN.

• YOU’RE SITTING ON A GOLD MINE WITHIN YOUR EXISTING

CLIENT BASE.

THERE’S ONE MORE THING THAT ALL OF THE BEST OF THE

BEST FIRMS DO TO BECOME MORE PROFITABLE WITH

GREATER EASE, SPEED, AND CERTIANTY FOR SUCCESS…

SHIFT 5:

INVEST IN THE

RIGHT GUIDANCE

INVESEST IN THE

RIGHT GUIDANCE

• THE RIGHT GUIDANCE IS THE DIFFERENCE BETWEEN SUCCESS AND

FAILURE, LONG HOURS AND WORK-LIFE BALANCE, HIGH PROFIT WORK

VS BUSY WORK.

• “YOU DON’T KNOW WHAT YOU DON’T KNOW,” WHICH IS WHY THE MOST

PROFITABLE 1% OF FIRMS, THE TOP BUSINESS LEADERS, AND EVEN THE

BEST ATHLETES AND ENTERTAINERS GET SUPPORT AND GUIDANCE

CONSISTENTLY.

• TRYING TO TAKE THE SMARTEST PATH WITHOUT THE RIGHT GUIDANCE IS

FOOLISH, THERE’S AN EASIER WAY.

THE PYRAMID OF

RELIABLE RESULTS

POSSIBILITIES

CLARITY

GOALS

MINDSET

ACTIONS

IMPROVE

REVIEW

ACCOUNTABILITY

CALCULATING YOUR

UNSEEN COSTWHAT’S YOUR AVERAGE MONTHLY REVENUE

OVER THE LAST YEAR?

HOW MUCH WOULD YOU REALLY LIKE

TO BE EARNING PER MONTH?

SUBTRACT YOUR AVERAGE MONTHLY INCOME

FROM YOUR IDEAL MONTHLY INCOME.

THAT IS THE MONEY YOU SPEND EVERY MONTH BECAUSE

YOU’RE DOING THIS WITHOUT THE PROPER GUIDANCE.

KNOWN AS YOUR MONTHLY TUITION TO THE UNIVERSITY OF

NOT KNOWING.

POLLING QUESTION 4

WHAT IS YOUR UNSEEN COST?

• $0-$5,000/MO.

• $5,001-$10,000/MO.

• $10,001-$15,000/MO.

• $15,001-$20,000/MO.

• MORE THAN $20,000/MO.

INVESEST IN THE

RIGHT GUIDANCE

• FROM A CONSERVATIVE PERSPECTIVE, GETTING JUST 5 TOTAL

ADVISORY ENGAGEMENTS AT $3,000/MO. IS WORTH $180,000

A YEAR.

• ON AVERAGE EACH ENGAGEMENT LASTS 3-4 YEARS, SO THE

RIGHT GUIDANCE CAN EARN YOU $540,000-$900,000 JUST

DOING IT WITH THE RIGHT WAY.

CASE STUDY 6:

B- TO 6 CLIENTS AT $6,000/MO• DON WAS WORKING HARD, PROVIDING

“B-” SERVICE TO HUNDREDS OF

CLIENTS. HE CAME TO US FOR

GUIDANCE AND THEN…

• “THE SAME CLIENT WHO WAS

COMPLAINING AT $3K/YR WAS HAPPY

TO PAY ME $30K/YR”.

• HE GOT 6 CLIENTS AT $6,000 A MONTH.

THAT’S $432,000 ANNUALIZED AND

$1,296,000 OVER 3 YEARS.

• HE TOOK THE DREAM VACATION...

BACKPACKED 250 MILES IN EUROPE

WITH HIS WIFE FOR 3 MONTHS.

• DON SAID, “I WANT YOU TO TELL THEM

TWO THINGS: FIRST, THAT I’M NO

SUPERHERO. I’M JUST A REGULAR

ACCOUNTANT WHO TOOK ACTION. AND

TWO, YOU NEED SUPPORT TO MAKE IT

EASY AND TO HELP NAVIGATE THE UPS

AND DOWNS.”

TODAY I PROMISED…

• WHY YOUR WORK IS WORTH $3,000 TO $15,000/MO. PER CLIENT, AND HOW TO BOOST REALIZATION RATES TO $500 TO $1,500/HR, EVEN IF YOU’VE NEVER EARNED THAT MUCH BEFORE.

• HOW EVEN ACCOUNTANTS WHO STRUGGLE TO COMMUNICATE THEIR VALUE ARE GETTING CLIENTS TO SAY “YES” TO ULTRA-PROFITABLE ENGAGEMENTS WITHOUT BEING “SALESY”.

• WHAT YOU NEED TO DO TO TAP INTO THE CLIENTS YOU HAVE RIGHT NOW TO ATTRACT YOUR FIRST $3,000 TO $15,000/MO. CLIENTS – EVENT IF YOU DON’T THINK YOU HAVE ANYONE WHO WOULD INVEST THAT MUCH WITH YOU.

A STEP-BY-STEP STRATEGY FOR

WINNING $3,000 to $15,000+

MONTHLY ENGAGEMENTS, 10x

REALIZATION RATES, AND GET

YOUR TIME BACK.

MY PROMISE TO YOU

WHAT YOU NEED TO WIN

1. YOU MUST END YOUR DEPENDENCY ON COMPLIANCE WORK.

2. YOU MUST STEP INTO THE ROLE OF A BUSINESS ADVISOR.

3. USE YOUR SECRET WEAPON – ENLIGHTENED PROFITABILITY PROCESS™ (ATTRACT, SELL, PRICE & DELIVER).

4. YOU’RE SITTING ON A GOLD MINE.

5. INVEST IN THE RIGHT GUIDENCE.

WHEN YOU MAKE THESE SHIFTS, YOU’LL HAVE ALL THE $3,000 TO $15,000 MONTHLY ENGAGEMENTS YOU WANT!

NOW YOU HAVE A CHOICE...

HOW WE CAN HELP

• MY TEAM AND I HAVE SET ASIDE SOME TIME IN THE NEXT 48 HOURS TO SPEAK TO YOU PERSONALLY ABOUT HOW YOU CAN APPLY THESE IDEAS TO YOUR BUSINESS STARTING TODAY.

• WHATEVER YOU BIGGEST CHALLENGES ARE, WE’VE SEEN IT AND WE KNOW HOW TO OVERCOME IT.

HOW WE CAN HELP

• ON THIS STRATEGY SESSION, WE WILL WORK WITH YOU TO CRAFT A STEP-BY-STEP GAME PLAN TO HIT YOUR GOALS AND GET PROFITABLE ENGAGEMENTS WITH YOUR IDEAL CLIENTS AT $3,000 TO $15,000+/MONTH…

• AND WE’LL CUSTOMIZE THIS STRATEGY SO THAT IT FITS INTO WHAT YOU’RE DOING NOW, SO THAT YOU CAN IMPLEMENT THIS IN THE SMARTEST AND MOST EFFICIENT WAY POSSIBLE, BASED ON YOUR NEEDS, RIGHT NOW.

THE COST? ABSOLUTELY FREE.

WHO IS THIS FOR

1. YOU MUST HAVE INTEGRITY, WANT TO HELP BUSINESS OWNERS, AND BE A GOOD, KNOWLEDABGLE ACCOUNTANT.

2. YOU MUST DESIRE BETTER RESULTS IN YOUR FIRM AND BE WILLING TO WORK TO MAKE IT HAPPEN.

3. YOU MUST TO BE OPEN-MINDED AND COACHABLE.

4. BE A FIRM OWNER OR A KEY DECIONSON MAKER IN YOUR FIRM.

WHY WE'RE DOING THIS

• WE LOVE GIVING BACK AND LOVE HELPING ACCOUNTANTS ACHIEVE THEIR GOALS –EACH EMPOWERED ACCOUNTANT CAN CHANGE MANY LIVES, AND SLOWLY WE CAN MAKE THE WORLD A BETTER PLACE.

• PLUS, WE KNOW THAT YOU MIGHT WANT OUR HELP TO IMPLEMENT YOUR PLAN. IF SO, WE CAN DISCUSS IT AND SEE IF IT’S A GOOD FIT FOR BOTH OF US. IF NOT, THAT’S FINE TOO.

www.MyStrategyNow.com/Consult

*SPACES ARE VERY LIMITED*

IF THAT’S YOU, BOOK A STRATEGY SESSION NOW!

www.MyStrategyNow.com/Consult

*SPACES ARE VERY LIMITED*

BOOK YOURSTRATEGY SESSION NOW!