Archive for the ‘Announcements’ category

Celebrate July 4th with 25% off Conference Registration

July 2nd, 2012

The Best Practices for Sustained Growth & Profitability conference series is up and running. We visited Portland earlier this month and had a great 2 days of learning and sharing. A big thank you to everyone who made it a great success. Here’s what attendees had to say:

“Excellent Course! Lots of good ideas that we can use immediately.”

“Best CPE I’ve been to.”

“2nd time & still learning a ton of great stuff”

“Chris Frederiksen’s Growth & Profitability Seminar will help our firm be successful for another 25 years.”

“I hate going downtown for anything. This was very worthwhile – loved the ideas presented.”

To celebrate July 4th, this week we’re offering a 25% discount on your registration. Use code mot25.

Full agenda and more information.

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Best Practices for Sustained Growth and Profitability

May 29th, 2012

Click on the arrow to get started. Hit the More button for the autoplay feature. See you there!

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2012 Practice Management Conference

May 21st, 2012

I’m delighted to be one of the key note presenters at the 2012 Practice Management Conference being presented by Office Tools Pro. There’s a great line-up of speakers as well as interactive training sessions over the three day program. It’s on at the Flamingo in Las Vegas June 21-23.

I’ll be presenting on day 1 (Tuesday June 19) on the key trends and issues facing the profession which will set the tone for the next two days on how to manage your firm for growth. There are great opportunities for the profession and this session will give you the road map to make the most of them.

My partner here at 2020 Damien Greathead will also be presenting. His first session will focus on how to create your marketing strategy, and his second break out session will look at how accountants can make the move to coach for their clients and help them improve their business performance.

It promises to be a great program, so come along and say hi.

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A Update on the Profession with Bill Carlino

May 18th, 2012

I had the pleasure of interviewing Bill Carlino recently. Bill recently left his post as Editor-in-Chief of Accounting Today to join the team at Transition Advisors. As the former Editor-in-Chief he has a unique insight into the key issues the profession faces. Here’s track 1 of the interview. Premium member will be receiving the next edition of the Audio Series shortly.

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Early Bird Discount Ends Friday May 18

May 13th, 2012

The Best Practices Conference is a 2-day conference that focuses on what you need to do in your firm to achieve sustained growth and profitability. The vast majority of firms are not growing, or certainly not growing at the rate they want to. The reason for this is they are doing the same old thing and hoping for a different result – I believe Einstein defined that as insanity.

There are, however, firms that are enjoying double digit growth. These high performing firms have fundamentally changed how they do business. And this 2-day conference will show you exactly how you can propel your firm into double digit growth. You will need to change and try new things. The good news is that what we show is proven and we’ll cite numerous firms around the world who have successfully implemented these initiatives.

The early bird discount of 25% closes on Friday May 18. The program is 100% satisfaction guaranteed and eligible for 8 hours of CPE per day. if you can’t make both days, there is a single day registration available. I hope to see you there.

CONFERENCE WEBSITE.

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Join us for the Best Practices Conference in 18 Cities

May 3rd, 2012

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Win a Fujitsu ScanSnap S1100

April 27th, 2012

Each day of the Best Practices Conferences we have 1 Fujitsu ScanSnap S1100 to be given away to one lucky attendee. The ScanSnap S1100 is the perfect mobile scanner. It’s small (and light) enough to fit in your briefcase and travel with. It truly does help you become completely paperless. Rather than bringing documents, receipts, notes home from meetings, you can simply scan them and then discard them.

I was looking online for the recommended retail price and noticed the Amazon product reviews. 119 reviews with an overall rating of 4.7 out of 5. Not bad at all!

Don’t miss the Best Practices Conference happening in 18 cities across America. Over the 2 days we’ll show you how your CPA firm can achieve sustainable growth and profitability for the long term. We’ll show you proven strategies to grow your practice as well as the tools you need to drive efficiency and profitability.

FULL AGENDA & REGISTRATION INFORMATION

Plus you’ll have a chance to walk away with the ScanSnap S1100 valued at $199.

Register by May 18 and use the code EB2020 to save 25%.

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Best Practices Conference – Save 25% on your registration

April 26th, 2012

I’m excited to announce that registration for the 2012 Best Practices Conference is open. We’ll be presenting this conference in 18 cities across America and we hope to see you there.

Why is this a must attend event?

According to IBIS World Study 2011, the projected growth rate for tax and accounting services over the next five years is only 1.8 percent per year! That’s not going to work for high-growth focused firms! Best practices are critical!

Attending this conference will provide you with the tools you need to achieve sustainable growth and profitability in your CPA firm. We’ll show you how to accelerate revenue from Type 1 Services – such as traditional compliance work, and Type 2 Services – or those services that are are value added and future oriented such as Wealth Management and Business Advisory.

These are the services that clients are increasingly expecting. We’ll also look at ways to “go deep” in your areas of specialty, whether that’s industry-oriented, product-oriented or both.

A deliberate and continuous marketing program is a “must have” for firms that want to grow in a competitive market place. This conference will help you build an effective marketing machine, using the latest technologies including CRM and Social Media. During the past five years, we’ve seen enormous advances in technology. Attending will make sure that you are totally up-to-date with the technology currently being used by successful firms, including the latest on:

• Document Management

• Portals

• iPhones and iPads

• Software as a Service (SaaS)

• The Cloud

• Mobile technology

In summary, we will explore the key issues that firms are dealing with and provide appropriate options and solutions to streamline your practice.

Register by May 18 and save 25% on your registration. Use code EB2020

More information.

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Named in the Top 50 Accounting Blogs

March 28th, 2012

I’m delighted to announce we were named in the Top 50 Accounting Blogs by the website www.MastersinAccounting.info. This was based on recommendations from other accounting blogs. So thank you! You should check out the other 49 blogs they have named as there are some great resources there from consultants and practitioners. Let’s make sure we share the best practices and drive our profession into the future.

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Get Serious About Your Collections – Free Webinar

March 15th, 2012

What: Free Webinar – How to Improve Your Cash Flow

When: Wednesday 28, 2012 11.00 am -12.00 pm (PST)

Presented by Transworld Systems

Unless you’ve moved to automated billing, collections continue to rank highly in terms of accountant’s headaches. I know it’s tax season, but based on the feedback of 2020 members, firms need to address this issue and get systems in place now, not once you get through tax season. The value of your service decreases with time, as does the likelihood of collecting the full amount, so the sooner you collect, the less headaches you’ll have and the more time you’ll have for more important activities.

The webinar covers:

  • Best Practices
  • 10 Rules to Improve Collections
  • Collecting Money and the Law
  • Overview of Transworld Services – Accelerator, Profit Recovery & Collections

The Accelerator program is pretty neat. For less than $15 you can automate the collections process for accounts 30-60 days past due. These accounts will receive 2 letters and 2 automated phone calls reminding them to pay. And most importantly your clients pay you, not Transworld Systems.

REGISTER NOW

Please note: This webinar will not be recorded and is ineligible for CPE.

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