Increase Your Profits, Reduce Your Workload, and Unleash Your Full Potential with PracticeFlow™ Coaching
I was excited when I first started my own CPA firm.
Then reality set in.
While I knew how to do the technical accounting and tax work, I quickly discovered that I had NO IDEA how to successfully run an accounting firm!
Struggling to find quality clients, efficient systems, and a team I could trust left me feeling isolated and unsure.
My family didn’t understand.
My staff didn’t care about the profitability of the firm as long as they could cash their paychecks.
So I was on my own.
I flailed for years trying random, ineffective strategies I gleaned from taking courses and reading books.
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."
Jerry D'Agostino
CPA
Who Works with a Coach?
The most successful CEOs, sports stars, and performance artists in the world invest in coaching.
A study by the International Society for Performance Improvement found that coaching increased ROI by a staggering 221%.
Another study by ICF found that “The median company return is 700%.”
Learning to build a 7-figure lifestyle practice is a messy, inefficient process that often takes trial and error, repetition, and failure.
Coaching reduces the time and stress it takes to achieve the success you want.
CPA firm owners come to me because they’ve hit a plateau and feel stuck.
They’ve cobbled together a mishmash of strategies found in internet forums or conferences in hopes of gaining momentum. Some worked, but not as well as they had hoped.
What they really needed o get to the next level and unleash their full potential was a proven system where the strategies FIT TOGETHER!
Optimizing the relationship amongst these three elements: attracting high-value clients, high-performing teams, and streamlined operations in a CPA practice is the BEST way to scale it to 7-figures and beyond.
Scale Your CPA Firm and Reclaim Your Life
01
Coaching is the Linchpin That Fills The Gap
Your CPE credits keep you up to date on new tax code changes and accounting regulations. But most practitioners have precious little training in running and scaling their firm in today’s new work environment. Over the years they’ve developed processes that produce mixed results. My coaching fills in those gaps providing solutions that allow you to scale your firm while enjoying the journey.
02
Reclaim Your Life With Systems
During discovery calls, many of my CPA firm members worry about fitting time for coaching into their already crammed schedules. They feel like they spend most days in crisis mode trying to put out fires. Coaching helps you create systems that move you from the stress of the “urgent/important” quadrant of the Eisenhower matrix to the “not urgent/important” quadrant. When you get ahead of the problems, the stress of urgency fades away, replaced by the joy and satisfaction of achievement.
03
Build a Results Driven Team
I’ve heard variations of “No one wants to work anymore,” or “I can’t move forward because I can’t depend on my staff” over and over. The truth is, most people are looking for their ideal work environment. I show you how to create it. This process requires a subtle mindset shift from focusing externally and finding the right people to focusing internally and attracting the right people. I coach you and your team to help create a culture that attracts, fosters, and celebrates collaboration and excellence.
The Salim Omar Advantage
What distinguishes PracticeFlow is its synergetic approach combining:
What You Can Expect:
- Connect with Clients. Persuading prospective clients to sign your profitable services agreement is all about the questions you ask and tuning your listening. I show you how to uncover client problems by asking the right questions, listening to the subtext or their responses, and understanding their REAL problem.
- Close the Deal. You’ll discover how to position your firm as their best viable solution. Plus, I show you strategies for framing your value proposition by demonstrating the self-liquidizing value of your firm.
- Create Service Packages. By strategically combining the right services for high-value clients, you can maximize profits for your firm while providing real value to your clients.
- Foster an Abundance Mindset.
Coaching helps you present with authority and confidence, attracting your ideal clients
- Becoming the Boss Everyone Wishes They Had. People love bosses who help them maximize their own potential.
- Providing Ongoing Training and Development Opportunities. Great teams don’t just happen, they need to be built. Establishing a systemized process for professional development increases your staff’s skillset as well as makes them feel that you are committed to them.
- Implementing a Performance Management System. You can only improve what you can measure. By measuring and incentivizing the variables that bring value to your practice, you increase the productivity of your practice. My suggested compensation structure frameworks help you motivate your team.
- Fostering a Culture of Collaboration and Teamwork. Random team-building events every few years don’t build collaboration (unless it’s the jokes made about them). But proven, ongoing culture-building strategies enhance the power of collaboration. The training I provide for you and your team builds camaraderie.
- Streamline Efficiency. The proven workflows you will receive have been tested and refined over the years in firms all around the country. Streamlining workflows results in efficiencies and higher profits.
- Increase Volume. By increasing efficiency, you create room for more clients. Most of my CPA firm members experience significant revenue increases because they have the additional capacity to take on more clients.
- Create a Happy Work Environment. Establishing clear standard operating procedures reduces doubt and anxiety within your team. Job satisfaction goes up and stress goes down. Happy team members result in happy, long-term clients.
- Clarify Accountability. Defining WHO does WHAT and WHEN clearly defines responsibilities and increases motivation. My Key Performance Standards documents make it easy for you to create workflow charts.
- Facilitate Faster Onboarding. Even the best teams experience turnover from time to time. But training new staff is quick and easy when you have established job descriptions and operations manuals that I provide for you.
- Gain More Freedom. Enjoy the time that compounded efficiency creates. Instead of working 8, 10, 12-hour days or more, you can choose to take time off or focus on other firm-building projects.
- Escape “Crisis Mode.” Instead of feeling behind by always dealing with the immediate crisis, get ahead. Reduce your stress knowing that you have a system to handle
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.”
Jeanette Travesjo
CPA
Discover Proven Solutions Quickly and Easily
Coaching and networking provide the answers you need.
Increase Your Profits and Firm’s Value
Maximize the profit and net worth of your practice.
Achieve Lifestyle Freedom
Work when, where, and how much you want.
CPA Marketing Genius Coaching Includes
A 60-minute private one on one coaching kickstart. Together we’ll map out your 12-month action plan to help you achieve your goals for the year and get you focused.
Weekly Coaching Calls with Salim for You and Your Team. Every week you have the opportunity to connect to a “drop-in” coaching session to answer your most pressing questions.
Monthly Roundtables. Salim and other coaching members discuss items of interest and learn from other practitioners on breakthroughs they’re experiencing in their practice.
Quarterly Training Webinars. Each quarter we’ll have a training webinar where a guest expert or I will share the latest practice-building strategies. We also leave time for Q&A, so you can ask me any questions you may have.
THREE planning sessions during the year. These are sessions with members held 3x per year to review the prior four months and plan for the upcoming four months. As you work towards achieving your vision, this group will ask you the right questions to help you apply what you’ve learned and track key metrics to mark your progress.
Unlimited Access to the Members Resource Center. Unlimited access for your firm and team and includes videos, forms, templates, presentations, proposals, recordings, scripts, and checklists developed internally by my team.
Final Thoughts
I wouldn’t have achieved the lifestyle practice I have today without coaching. I’d still be working long hours and trying to squeeze every penny out of every account. Working with trusted mentors made the most significant changes in my practice.
Some of these changes were pragmatic. I learned highly effective business strategies that increased efficiency, reduced wasted time and money, and put more money in the bank.
But more importantly, coaching shifted my mindset. This outside perspective uncovered the self-limiting beliefs that held me back. While my lack of business acuity limited my profits, it was really a lack of vision that hobbled my growth. I didn’t know or believe what was truly possible.
My mentors changed all that. They helped me see what I was capable of, and what was possible, then gave me the tools I needed to get there.
I am forever grateful to them.
And now it’s my turn.
I would love to be the person who helps you achieve your dreams and goals.
Let’s schedule a time to chat about where you are now, and where you would like to go, and I’ll help you get there!
Warmly,
Salim Omar, CPA
Founder - CPA Marketing Genius
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.
Dan Henn
CPA
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