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Does Marketing and Managing
Your CPA Practice in This Economy Leave You
If so, then read this critical report to discover how to snap the back of Analysis Paralysis and take control of your Practice’s destiny…
See Below to discover how to escape the trap of…
- Getting caught in the feast to famine cycle that leaves you barely paying the bills after tax time…
- Wasting time with general marketing and management advice that isn’t designed for CPAs…
- Frantically “trying” different marketing ideas without seeing real results…
- Analysis Paralysis – YOU KNOW the marketing strategies that you should put to work in your practice but are not completely sure how to execute them quickly, easily and inexpensively
Dear Fellow CPA Practice Owner:
I’ve spent the last 5 1/2 months interviewing CPA Practice owners and asking them one question –
“What is the most critical challenge that your practice faces?”
Here’s what I’ve heard –
- “It’s getting harder and harder to find quality clients.”
- “The months following tax season, I’m barely breaking even, sometimes even in the red. My fees are stagnant and my expenses keep climbing!”
- “I can’t keep my staff motivated and when I do find a quality employee they leave within a few months.”
- “I am working more and making less every month.”
- “My spouse is a CPA widow – I am dangerously close to burnout.”
- “I don’t have money to spend on advertising and I hate pestering my clients for referrals.”
- “Cash flow is really very tight and my receivables are not helping.”
Can you relate to any of these challenges? Are you wrestling with one right now?
You are not alone…
This economy is challenging even the strongest practices. Times are tough because your clients are being squeezed from both sides. They need more revenue and they must cut costs. The first area to whack is usually professional services (that’s you and me, my friend).
It’s a dog-eat-dog world out there and our profession is getting more competitive by the moment.
Unless you are a member of a special breed of CPA practices that are immune to the economic bloodbath. These CPA practices have these things in common:
- They are growing their revenue while others are barely keeping their heads above water;
- Their clients are fanatically loyal and willing to pay premium fees in return for superior service;
- They can cut their marketing costs because their clients regularly send them high quality referrals; and
- They have their pick of the best talent in their market (and their staff stays loyal even if they are offered more money elsewhere).
- These Superstar practices effortlessly win client after client.
I’m sure you’ve heard of them. You may have one or two in your market.
My question is…
Do you want to be a Superstar CPA Practitioner yourself?
The Secret to Superstar Practice Success
Superstar CPAs aren’t that different from you.
They have busy tax seasons. They have to hire and retain staff. The must hold on to clients in a down economy.
But they DO have a secret…
Here it is:
Superstar CPA Practices consistently excel at the 20% of activities that drives 80% of the firm’s revenue and profitability.
This secret 20% is focused on:
- Client Attraction: Using modern “Authority” marketing to attract high quality clients that desire your expertise not just a cheap rate.
- Client Loyalty: Transforming clients into Practice Evangelists who are invested in your success.
- Service Delivery: Creating a culture of excellence that turns simple services into opportunities to create “one-of-a-kind” value for clients.
These practice owners make it their priority to continually improve their practice’s performance in these areas. No excuses. No procrastination. No compromise.
They make sure they are tapped into a steady influx of the best techniques and methodology.
Most of all, they invest heavily in year long education and it pays off handsomely.
When I first started, I didn’t understand the power of continual improvement and education.
It wasn’t until I asked Dan Kennedy, the foremost authority on small business development, author of over 10 books and widely known as the professor of harsh reality during a break at a seminar he was holding “What is the Single Thing I Can Do to Grow My Practice?”
His answer was simple but profound.
“Learn how to focus all of your resources on marketing.” He went on to say, “Marketing comprises bringing in new clients, retaining the clients that are profitable and firing the ones that take up your time. Get that right and you have got it. If you don’t get anything else at this seminar and just that, you will build a million dollar thriving practice.”
With that quick exchange of words, in his usual abrupt demeanor, Dan walked away.
Since my new practice was desperately struggling with poor cash flow and profitability and I was already $100,000 plus in the hole, I figured that I had nothing to lose.
I became obsessed with learning the secrets to CPA practice success.
And, I didn’t come up for air for several years.
I spoke with and interviewed every Guru that I could. I bought every course and seminar and ripped them apart for any nugget of wisdom I could find. I searched for mentors. I participated in masterminds.
I used my practice as a real-time laboratory to test every practice growth strategy imaginable. My real-time laboratory has uncovered some spectacular winners and a lot of losers.
In the end, I’ve found that the biggest threat to your practice isn’t having the wrong marketing technique or even having wrong clients.
The real killer is failing to put into action what you learn !
You have to resist the urge to analyze and instead embrace a mindset of “fast action”. We both know that CPAs have the tendency to over analyze everything. While this is one of our strengths, it is also something that gets in the way.
In my practice, I focused on quick tactics that I could implement within 30 days. I didn’t want to get bogged down in details and complicated planning.
Here’s the kicker, I actually began spending less time working. My practice actually began working for me rather than me working for it.
In just 5 years, my practice went from nowhere to being the fastest growing, independent CPA practice in New Jersey.
To this day I still practice the same focused, monthly process for my marketing.
But – only now
I Will Send You My Practice Growth Plan
Every Single Month
That’s right, I’ll let you look over my shoulder and get my detailed marketing action plans. You won’t have to figure out the marketing techniques. Instead, you just read the plan, listen to the interviews and put the process into motion.
I’ve done all the hard work for you. Just see and do.
I call this monthly intensive training program…….
Superstar CPA Program
The Secret to Growing a Market Leading Practice
I couldn’t possibly explain all of the valuable information that you will get every single month as a Superstar CPA member. You literally will be learning every technique as they roll-off my testing “assembly line”.
You’ll be the first to market with astoundingly effective marketing tactics that will gobble up clients and leave other CPAs scrambling for crumbs.
Here are all the things that I have packed into this program:
Featured CPA Superstar Interview:
Listen in on me grilling our profession’s top Practice owners. I’m looking for marketing gold and you’ll have a front row seat every month.
Complete Interview Transcripts:
Unedited word for word printed transcripts to inspire your own marketing techniques and strategies. These transcripts are a great way to reference past interviews and immediately refresh your memory.
Private Member Q&A Calls:
Every month, you’ll be given free admission to the Superstar CPA Q&A Call. During the call, you are free to ask any question about practice development and marketing. Also, I will be holding “911 Q&A Sessions” to address ongoing changes and opportunities. You will be able to participate in these sessions free of charge.
20% VIP Live Event Discount:
Throughout the year, all of my customers get private invitations to special coaching events. I only invite a small group of people to these events so that I can give 110% of my attention. Sometimes these events are on-site in cities throughout the country or they can be held via an online webinar. Either way, they are power-packed, high-energy sessions that deliver insights you won’t find anywhere else.
Your enrollment in the Superstar CPA program will get you a guaranteed invitation PLUS a 20% VIP discount on admission price. This is the next best thing to having me coach you onsite.
Access to the Superstar Member Vault:
Here you will have complete access to my most up to date personal library of sales letters, ads, checklists, interview question, client service agreements and more! You will get all the tools to help you make your office more efficient and running like a well oiled machine.
Superstar CPA Newsletter:
Every month, I will send you a streamlined Action Guide packed with proven
strategies for your practice. I understand you are busy so only the best
tactics will be included. This will quickly become your favorite resource.
What’s Inside the Superstar CPA Newsletter:
- Personal Note: I’ll bring you up to speed on the trends and new developments happening in the accounting and tax industry. Plus, I will tell you how to adapt your practice to take advantage of new opportunities.
- Success Story: See how other CPAs are using Superstar CPA techniques to succeed in their own practices. We’ll conduct a Q&A with a successful CPA so you get inside info on what works.
- Marketing Critique: We’ll regularly review member marketing pieces and offer advice on how to boost performance and get immediate results.
- Internet How-To: Stay on top of the latest internet marketing techniques and get easy-to-understand advice on how to improve your own online marketing.
- Staff Management: Every month we’ll explore staff management best practices and give you the tools you need to Hire, Fire and Inspire!
- Client Corner: Discover proven tips and techniques for creating client loyalty and encouraging referrals.
- CPA Toolbox: A collection of my most valuable resources including books, magazines and websites that I rely on in my business.
- Superstar CPA Calendar: Get the latest information on CPA Superstar online and offline events.
- Superstar CPA Action Checklist: Each issue will include a recap on the key lessons from the month plus give you a handy checklist of action items for the month.
Plus, you’ll get access to these eye-opening past interviews including:
- How to Double Your CPA Practice Profit with Premium Pricing –
Interview with Ed Lyon: Finally command “big boy” fees and have your clients happy to pay them!
- From $187,000 to $3 million in Annual Fees –
The incredible story of how Arun P., CPA skyrocketed from zero to hero in mere months using simple and surprisingly effective marketing strategies.
- The Non-Geek’s Guidebook to Marketing CPA Services on the Web –
Jon Keel is the undisputed king of online professional services marketing – I got him to spill his most powerful secrets in this in-depth interview!
- Straight Marketing Talk for the CPA –
Mike Lake will boost your skills to the next level with his wise and honest approach to “world-class” CPA services.
It’s Like Having Your Own On-Call
Marketing Consultant!
The Superstar CPA program will catapult you to success without the years of trial and error. Furthermore, the latest marketing strategies will be sent to you. You won’t have to waste valuable time researching and vetting new marketing tactics. Just use the Interviews and Action Guide to stay on target.
Superstar CPA is the cure to Analysis Paralysis because it answers the questions that tend to stall your progress:
Such as –
…What marketing techniques should I use during tax season? The January mailing will focus exclusively on this topic. You’ll also get quick techniques that you can have ready when the first 1040 clients start walking in.
…How do you ask for client testimonials? The answers are coming in February, in fact, I might throw in a juicy bonus report that will give some of my most closely guarded techniques.
…How do you prevent the post-tax season lull?
The May Interview and Action Guide will outline excellent techniques for smoothing out your cash flow and continuing your growth.
…What is the best way to market when you are low on capital? This question always comes up during the slow summer months. We’ll tackle it together.
…When should you invest in a website? We’ll tackle this controversial topic several times throughout the year. Websites, social media, Google Pay Per Click and Blogging all will get my focused attention.
…And more (by the way, you’ll get a private email address where you can suggest topics that you would like to see covered).
With Superstar CPA you can get to the task of marketing your practice without spending hours trying to figure out how.
As a Superstar CPA member, I will help navigate you through these questions and keep you moving in the right direction. This is the type of hands-on, just-in-time marketing advice I wish I had when I first started!
This Type of Hands-On Marketing Coaching
Should Cost A Fortune Right?
Yes, it should and it could have!
Let’s do the numbers –
In order to coach you on these elite-level marketing techniques I would need 3 hours (minimum); 1 hour for question and answer and another 2 hours to teach you the technique and write up your action plan.
I charge $350/hour for consulting.
This means you would need to pay $1,050 minimum a month or $12,600 a year.
Without a doubt, it would be the most lucrative investment you would make all year. Your marketing strategy would be focused and profitable. You would be seen as an authority in your field. Your clients would appreciate your services, happily pay your fees and send you referrals on a regular basis. Your staff would respect your business acumen and marketing genius.
Like I said, this would be money well spent.
Fortunately, for now, you won’t have to pay anywhere near this amount for Superstar CPA.
If you choose to become a Superstar CPA you can register for the program for just $97/month.
How a Good Offer Becomes an Outright Steal!
Now, let’s make this an Outright Steal.
Join Superstar CPA right now and I will give you – for FREE – these Bonus Gifts
Early Admission Bonus
FREE two CD’s set (value $247.00)
Alert: This is a limited-time bonus. Only the first 25 new members will receive free CDs for:
Teleseminar: How to have your BEST tax season EVER!
During this special live 90 minute Teleseminar that I held, I discussed tax time specific strategies including: fee structure, time management and tax season work efficiencies. You will also receive the full recording of this Teleseminar on two CD’s.
Along with the Early Admission Bonus, I’m throwing in two more Fast Mover Gifts…
Fast Mover Bonus Gift #1
Book and Commentary – “Profits Aren’t Everything – They’re The Only Thing” – (value $24.99)
With your membership, I will ship you one of the most eye-opening books you’ll ever read about business management – Profits Aren’t Everything, They’re the Only Thing.
George Cloutier doesn’t pull any punches and he is known for his "spot on" advice for winning in business today.
Here’s what other’s had to say about this gem –
“…By far the Best”
This book is about as simple and direct as you can get. It tells the business owner exactly what needs to be done to be successful. I have read a lot of business books and this is by far the best. – James Bettinardi
“Every small business owner should read this book.”
It’s short, simple, easy to read, and a good reminder of what we’re in business for in the first place. Scott L. Fitzgerald
…Plus – I will send you my personal commentary on how to apply George’s "Take No Prisoners" strategies in your own Practice!
Fast Mover Bonus Gift #2
Bundled package of three of my very best Superstar Newsletters and Audio Interviews – (value $291.00)
I couldn’t resist giving you a package consisting of three of my best monthly Superstar newsletters and interviews to thank you for your Superstar CPA membership.
There is a wealth of information that is jam packed in this package ready to make you money in your practice.
Plus, your entire investment is protected by my famous Triple Barreled, No Risk!
MY NO-RISK
$10,000
IN NEW REVENUE
GUARANTEE
I’ll guarantee that you will earn your investment back in this program and more. Here’s my simple $10,000 Guarantee.
You will see results. If you don’t see tangible revenue growth of at least $10,000 – give me a call, and I will personally work with you until you achieve the $10,000 milestone.
If you are still not satisfied, then let me know and I will promptly cancel your membership.
But, please keep the Fast Mover Bonuses as a thank you for giving the program a try!
I can’t be any fairer or more generous than that.
What you need to ask yourself now is –
Why You Can’t Put This Off
Until After Tax Season
You may be thinking that the best thing to do is set-aside your marketing until you get past the tax crunch.
This is a mistake.
Tax season is “the time” to position your practice for “on-going” success. If you put what I will teach you into action, you will end the tax season with NEW BUSINESS CLIENTS on the books. Instead of watching your cash flow dry up – you will watch your practice accelerate and take off.
Now -
I understand that it’s difficult to find time to breathe let alone find time to market your practice during tax season. That’s why I’ll show you some clever methods to creating “Work Flow” efficiencies. This means that you can smoothly process all your work and still have sufficient time to sign up long term business clients.
This is a guaranteed way to end your post-tax season cash flow crunch for good!
You Choose….
Invest in the Superstar CPA program for just $97/month. You can sample the entire program for a complete 30 days at no risk. If you like what you see then do nothing and continue accessing new material every month.
If you decide that you can no longer benefit from the savvy marketing advice you’re receiving, just send an email to customer support and we’ll end your membership. It’s a complete no-hassle deal.
OR
You can do nothing and spend the time and resources to learn the most effective CPA marketing techniques on your own. A recent research report shows that the average CPA practice will spend $22,000 this year on marketing. From my experience, most of this money is wasted.
Can you really afford to muddle along using trial and error? Can you risk losing even one client to a practice that uses savvy marketing to dominate your market?
Frankly, investing in Superstar CPA is the safest, wisest and most important marketing decision you will make — ever.
Enroll now -
RISK FREE FAST MOVER OFFER
$563 in FREE GIFTS & DISCOUNTS | $10,000 Revenue Guarantee
YES, Salim! I want to use your proven marketing strategies to transform my practice into a market leader. I’m excited that I can finally apply marketing techniques designed specifically for my Practice. Give me immediate access to the Superstar CPA Program and immediately rush me my Free Gifts.
Early Admission Bonus: I am one of the first 100 members – please send me audio CD’s for the Teleseminar you held titled How to have your BEST tax season EVER! – (value $247.00)
Fast Mover Bonuses:
I’m enrolling immediately…please give me access to the following Fast Mover Gifts:
- Book and Commentary – “Profits Aren’t Everything – They’re The Only Thing” – (value $24.99)
- Bundled package consisting of three of your very best Superstar newsletters and interviews – (value $291.00)
CHOOSE YOUR PAYMENT PLAN
BEST VALUE: Annual Plan: $870
(save $294)
Monthly – $97/month
Don’t Want to Order Online? No Problem
Place Your Order Toll Free:
1-888-GROW-MY-FIRM
Warmly,

Salim Omar, CPA
“The CPA Marketing Genius”
P.S. I’m seriously considering raising the monthly price of Superstar CPA to $147 in the next several weeks. My current students are howling that it’s too easy for their competitors to enroll! Lock in your “steal of a deal” while you still can and receive for free bonuses that are valued at $563.
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