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Your Wealth Building Plan for the 2021 Tax Season


This session is for small sized CPA firms. The strategy level content is NOT suitable for non-owners/managers, firms without business clients, or anyone in non-CPA firms. Please ONLY register if you are an Owner in a CPA firm with business clients.
Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 1, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who should attend?CPA - small firm
Course Description

Benjamin Franklin once said, “By failing to prepare, you are preparing to fail.”

The 2021 tax season is just around the corner, and now is the time to create a plan to grow your practice and build your wealth.

Many CPA firms are still dealing with the effects of the tax deadline changes during the 2020 epidemic while positively looking forward to the next year.

NOW is the time to start taking charge and putting your plans into place…BEFORE the holiday season hits full force. During this webinar, you’ll learn the keys to a more profitable and fun tax season.

Learning Objectives:

  • Identify the SYSTEMS you need to put in place NOW for the most profitable and stress-free tax season.

  • Identify how to build a high-performing CHAMPIONSHIP TEAM that will keep your practice on track to meet and exceed your goals.

  • Recognize the keys to high-quality CLIENT ATTRACTION and retention during tax season.

  • Identify how to maintain a quality LIFESTYLE this tax season while working as little as three days per week.

  • Recognize the proven processes that will transform your practice into a powerful wealth-building machine and create a perpetual cash flow for the rest of the year. 

Not logged

Salim Omar transformed a struggling practice he started in 1996 with low-paying clients, poor cash flow, and high turnover, into a highly profitable firm with a top-quality team that allows him to work just a few days in a week while his practice continues to grow.

He is the author of the popular book, The Ultimate CPA Practice in the New Economy. In addition, he has been featured in various prestigious publications, such as the CPA Journal and Accounting Today.

About Our Presenter

The premiere marketing and practice management company serving over 8,000 CPAs all over the world.

Salim Omar is a best selling author, thought leader and mentor for CPA firms. He is considered by many as THE “CPA Practice Coach” because he owns and runs a CPA practice so he understands what it takes to create and sustain a successful firm.