Team meetings. They can be the worst of things or the best of things. I know many business people (not just CPA practice owners) who dread them. The most common complaint I hear is that the meetings are boring, unnecessary, and rob the participants of time that could have...Continue Reading →
Posts Tagged: meeting planning
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Author of the Ultimate CPA Practice in the New Economy and The Million Dollar CPA Firm
Our Members Say
I look forward to a prosperous future!
After completing Salim’s course it’s become glaringly obvious how and why my past marketing has fallen short of expectations. I look forward to a prosperous future now that Salim has helped fill my toolbox with everything needed to bring in new clients!
“It frees me up to grow the business instead of working in the business.”
Working with Salim and his group has given me the clarity I need to work with my existing employees as far as giving them the same vision so they can start taking on some of the work that I was doing.
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.
From the standpoint that that has also helped me afford some things in a lifestyle. My oldest daughter is graduating this year and we’re taking a trip to England and France, which is probably something that I never could have done.
“I am absolutely convinced that I will make thousands of dollars.”
I am absolutely convinced that I will make thousands of dollars and an enormous rate of return applying the insights from the CPA Marketing Genius. Thank you, Salim for passing your insights that you obtained from your struggles. I know you have benefited me, my family, my employees and my clients.
“I am confident my results will be immeasurable.”
CPA Marketing Genius has opened my eyes that there is a right way to market and a wrong way. Why waster our valuable time as CPAs trying to do things the wrong way when we are not marketers by trade. CPA Marketing Genius offers valuable insight and tips that will save our most valuable resource…time.
“Your program will allow me to change to the life style practice I want. This is Priceless.”
For over thirty years, I have been in the trenches getting the job done but at a high price of time and commitment. Up to this point, I knew I had problems with this but no way of attacking the problem. Your program has allowed me to set the foundation to start the process. The fact that you have been where we are at and basically telling us what works and doesn't give us all the
Your program is giving me the encouragement that I can change to the Lifestyle practice I want. That is priceless.I plan on setting up systems and take a hard look at everything I am doing. The good feelings that this creates is immeasurable.
Thanks Salim for opening the doors.
“I have seen the biggest return on marketing dollars from the things I learned.”
I studied and learned everything I could from the materials and then quickly put what I learned to work for me in my firm. The results were everything I hoped for and could have expected. I have seen the biggest return on marketing dollars from the things I learned and implemented from Salim's programs.
“We were able to put our heads together and quickly design one system for the entire office/administrative staff to use to remedy the problem.”
The results of this were two - fold. Not only did we address an issue that was concerning to us, but we all saw how easy it was to systematize a process. Our goal is to continue to use systematic thinking to approach other areas of concern. Though the use of systems we hope to achieve better staff performance, better client service, and a more profitable CPA practice. Thank you Salim!
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. He is very genuine and sincere.
“Taking my practice to the next level!”
I would say on an overall basis what I’ve been able to do is get a better understanding of what my options are. I think things ranging from the SEO to doing the emailing and various things along those lines. Writing your own book. It’s really triggered things in my mind as to how I can bring my practice to the next level.
“CPA Marketing Genius is exactly what I was looking for!”
Salim has done a great job of breaking down “Elite-Level” marketing strategies into an easy to follow step-by-step success system. Even if you have heard these techniques before, you’ll be amazed by how Salim turns them into powerful marketing tools customized specifically for the CPA. I’m already successfully using what I’ve learned in my practice. I’m excited that I finally have the answers I need to work on my practice rather than working for it!
The program met and exceeded all of my expectations.
Salim opened my eyes to new concepts and ideas beyond his books. I highly recommend the program to others and look forward to future events and training. I leave today with action items to address this week to move my firm forward.
Start-up CPA firm off the ground in less than 30 days
Thanks Salim for the guidance you provide. It has been truly helpful in getting my business off the ground. I have recently signed up 2 new business clients in my first month and have 3 potential new clients that are getting their information together for me to review and discuss services I can provide. All these will result in new annual revenues of approximately $10,000 -$12,000 for my practice.
You provide a ton of valuable resources in the marketing system that I have been able to immediately put to use in my practice. It would have taken me years and years to develop these on my own and tens of thousands of dollars. I can now simply use the marketing system you’ve successfully used in your own practice and put to use in mine.
Salim Teaches How to Work Smarter, Not Harder!
There is a lot to learn from Salim and the way he does things. I think also he’ll tell you how to have a better work- life balance. How to work smarter, not harder. I think it’s well worth the investment.
I’m just looking forward to implementing what I learned and building a better practice for myself and my family.
Structures and Systems to Develop Staff and Increase Retention!
I think probably the biggest thing I learned at this workshop was some of the structures and systems to put in place that’s going to help develop staff and increase retention, which by implementing those things will lead to a lot higher level of client and employee satisfaction. What I think that’s going to do is going to make it a lot more fun to go to work and make it a lot easier to work on my business and not have to be there worrying about everything being handled on a moment to moment basis.
The Idea to "Run My Practice Like a Business" Sunk In
No more of the "everybody does it their own way" and heaven help you if you have to figure out what someone else did when they are not around. It will also allow for me to offload the time consuming administrative tasks I have been performing myself. With documented systems it will make it so anyone in the firm can handle tasks that I have handled in the past, because I never took the time to train them. This will free up more of my time for the more important matters.
"This was by far the best conference I have ever attended. I can't wait to get back and implement. I know this has been a life changer and I am looking forward to sharing all of our wins with this amazing group. Thank you so much from the bottom of my heart. Here is to our revolutionary new beginnings!!!"
My revenues have increased by more than $20,000 in that time.
It’s hard to believe it’s only been a short six months, but you know, my revenues have increased by more than $20,000 in that time. My team member and I, we’re working in a way we had not before and Salim is actually teaching us how to do that.
It’s the middle of April and I’ve brought my family to a beautiful place here in the Georgia mountains. Being here would not have been possible had it not been for the GPG group and all the coaching and counseling I’ve received not only from Salim, but from the other coaching members as well. It’s been a real difference maker.
I’ve had the best Tax Season I’ve ever had in 14 years of working on my own and that would not have been possible without the groups help. That’s a fact.
Salim Gives You That Last Extra Edge You Need!
I know Salim gives you that last extra edge that you need, he brings that out of you in the CPA world. That’s why we do events like this. That’s why he has speakers like me at these events. To inspire, to motivate you, to make you relentless, and to make you a winner.