GROW YOUR CPA FIRM

WHILE WORKING LESS

Enjoy more lifestyle freedom, increased profits, and less stress.

Book a Discovery Call

GROW

with consistent and increased cash flow from high-value clients

Create

an efficient, systems-based practice that runs itself

BUILD

a high-performing, independent team

GROW YOUR CPA FIRM WHILE WORKING LESS 

Enjoy more lifestyle freedom, increased profits, and less stress.

GET A FREE STRATEGY SESSION NOW!

GROW

with Higher

Value Clients 

Create

a Turnkey,

Lifestyle Practice 

SELL

Your Practice

for Top Dollar

Are You Facing These Traps In Your Practice?

Not attracting and signing up the right type of clients?

Working long hours IN your practice resulting in exhaustion and stress with no time left to work ON it?

Serving “High-Maintenance” clients who pay low fees but constantly badger you?

Babysitting staff with a 9 to 5 mentality who require constant supervision?

Wasting time and money on inefficient processes that could be streamlined and automated?

BUILD A CPA FIRM THAT WORKS FOR YOU MAKES YOU PROUD PROVIDE THE HIGHEST PROFIT GROWS WITH HIGH VALUE CLIENTS RUNS WITHOUT YOU

I remember what it was like. I was working LONG hours with not much to show for it.  I felt stuck and couldn’t seem to gain any momentum.  I got so frustrated that I hired a business coach who helped me build a SYSTEM that became an ASSET, not a LIABILITY.   Together, we discovered the secret to building a 7-figure firm that practically runs itself.


Now it works (and makes money!) for me, even when I’m not working in it!  I set my own schedule, work when I want, travel the world, and trust that my team runs the firm when I’m out.  When it’s done correctly, there’s no struggle…everything flows smoothly.  That’s why I call my system “PracticeFlow™.”

“PracticeFlow™” Increases Profits,

Reduces Stress, and Creates Lifestyle Freedom

The Practice Flow Model

With PracticeFlow™, you don’t focus on building the firm…you focus on building and combining vital parts.  And from these parts, a 7-figure firm emerges.

Dann Henn

Salim Omar, CPA

Founder - CPA Marketing Genius

Our PracticeFlow™ Program helps you implement these 3 critical components:

Client Flow

Build a Client Growth System that lands high-value clients

Team Flow

Hire, train, and retain a team committed to a high-achievement culture

Systems Flow

Establish documented systems, protocols, and automation that streamline operations and save time

Team and Systems Flow:


We coach you and your team to build a high-achievement culture and to create systems so the practice runs like a well-oiled machine.

  • We show you how to embed a high-achievement culture in your team
  • Provide you with templates and workflows for establishing streamlined and efficient standard operating procedures
  • Train you and your team on cutting-edge tools that maximize production
See all the benefits

Why Us?

  • As a current practitioner, I use the “PracticeFlow” system in my own CPA firm so it is tested and proven to work in the “real world.”
  • The “PracticeFlow” system combines high-value client growth, high-performing teams, and efficient systems in a way that maximizes profits and decreases your workload and stress.
  • A combination of “done for you” and “done with you “ provides you with the support you need and the independence to forge your own brand.

Salim Omar, CPA

quotesArtboard 1 copy 2

After many years of following CPA Marketing Genius, I took the leap. I signed up and had them help me with my website. Not only was a great experience, it turned out amazing! They turned it live on a Wednesday at 2 pm and by 6 pm that same evening I had two emails waiting from individuals wanting to learn more about becoming a client. Just one week later I have 3 new signed clients from my website who engaged my service. I am more than pleased with my experience!

Andrea Ward

CPA

quotesArtboard 1 copy 2

After many years of following CPA Marketing Genius, I took the leap. I signed up and had them help me with my website. Not only was a great experience, it turned out amazing! They turned it live on a Wednesday at 2 pm and by 6 pm that same evening I had two emails waiting from individuals wanting to learn more about becoming a client. Just one week later I have 3 new signed clients from my website who engaged my service. I am more than pleased with my experience!

Andrea Ward

CPA

Salim Omar, CPA

Why Us?

  • As a current practitioner, I use the “PracticeFlow™” system in my own CPA firm so it is tested and proven to work in the “real world.”
  • The “PracticeFlow™” system combines high-value client growth, high-performing teams, and efficient systems in a way that maximizes profits and decreases your workload and stress.
  • A combination of “done for you” and “done with you “ provides you with the support you need and the independence to forge your own brand.

Salim Omar, CPA

THE PATH TO GROWING YOUR CPA PRACTICE IS SIMPLE 

Schedule a Free Consultation


Schedule a consultation to discuss your goals.

The Perfect Growth Program


We'll meet and assess if we are a good match. If we're the right fit, we’ll discuss our PracticeFlow™ program.

Celebrate Your Success 


Grow your firm with high value clients. Enjoy freedom with a high-performing team and streamlined operations. 

HOW WE GROW AND SELL CPA FIRMS

Growth Flow

Attract your ideal clients, easily and consistently. This growth coaching program includes weekly coaching sessions and access to growth tools and training to get your firm to 6 figures+ in annual revenue.

Practice Flow

Create a turnkey, 7-figure lifestyle practice that gives you the freedom to work where and when you want to work.  This “Ultimate Success Package” combines our done-for-you marketing program with world class coaching, unlimited access to tools and practice aids and a community of like-minded practice owners to accelerate your firm’s growth, streamline your operations and build a championships team. The result – a profitable turnkey, lifestyle practice. This program is ideal for firms generating over $500,000 in annual revenue who want to grow to 7-figures and beyond.

Acquisition Flow

With a smoothly running practice, high-value clients, a championship team, and streamlined operations, you’re poised for rapid growth through acquisition. We’ll help you identify the firms that will be a perfect match for your firm’s culture and style and help you through all the steps of a successful acquisition.

Sell Your Practice

Ready to exit? We’ll help you sell your practice for top dollar. We showcase your practice in the most favorable way possible, find the perfect buyer, and help you get the best terms. You transition to the next chapter of your life knowing you’ve made the most of your opportunities.

What Our Members Say

Here’s what growth-minded practitioners are saying

A Tremendous Value Added to My Practice!

"Not only does Salim teach you to his methods of acquiring new quality clients, but he gives you the actual tools to do just that. Salim has added tremendous value to my practice and my life, and I always look forward to learning from him."

Dann Henn

Jerry D'Agostino

CPA

Valuable information that will sky rocket your practice


“Salim is a gift sent to us. He provides valuable information that will sky rocket our practice. He shares so much information and really makes you think and work toward your goals. I highly recommend Salim to any practitioner who is serious about their wealth and want to take their practice to over $1 million.”

Howard T. Kaufman

Jeanette Travesjo

CPA

Practice growth with a good lifestyle 


He’s genuinely sincere in helping people succeed through their practices. I definitely can have a testament to that in the fact that the practice that I had when I first started with him had about 150 clients and now I’m up over 400 clients in a matter of 2 – 2 and a half years.

Meryl Greenwald

Dan Henn

CPA

Discover the Secret to More Lifestyle Freedom, Increased Profits, and Less Stress by Booking Your Free Consultation Call Today!

Book a Discovery Call
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