What is PracticeFlow?
Your firm is in a state of flow when the critical parts of your practice interact harmoniously. A PracticeFlow firm grows with high-value clients and operates efficiently and profitably while drastically reducing the firm owner's workload and stress
Salim Omar, CPA
Founder - CPA Marketing Genius
How PracticeFlow™ Changes a
CPA Firm Owners Life
After 9 years of grinding away at his CPA Firm, Bob felt exhausted.
Owning his own CPA firm was supposed to pave the way to freedom but, instead, he felt trapped. He spent long hours running his firm and had no time to work on it…
Until he discovered our “PracticeFlow™” system.
The Result; Bob now owns a practice that provides more lifestyle freedom,
increased profits, and less stress.
Business clients Bob's firm serve
Average fee per business client
Average number of hours Bob works
The PracticeFlow™ System
The PracticeFlow System combines client growth, high-performing team, and streamlined operations. These three elements combine to create a practice that is in a state of flow.
CPA Marketing Genius helps you implement these 3 critical components to achieve PracticeFlow.
Our Proprietary PracticeFlow™ System
Our “PracticeFlow™” program combines “Done For You” Client Growth System with “Done With You” Team and Systems Coaching.
As an accounting and tax professional, you shouldn't need to worry about marketing. Let us build and manage a client growth system that feeds you high-value clients, while you focus on running your practice.
We:
✔ Create an individualized strategic marketing plan based on your unique skills, strengths and goals
✔ Build a customized attractive and modern website that is optimized to attract and convert prospects into high-value clients
✔ Review your current online presence and formulate an SEO strategy so the best clients find you across the web
✔ Design and execute a social media campaign to increase your online presence
✔ Implement a blog publishing schedule to build authority and increase organic web traffic
✔ Create nurture emails to build long term client value and referrals
✔ Obtain testimonials that demonstrate the rewarding experiences clients have had working with your firm
✔ Develop a preframing system that shapes prospect’s thought process before you meet with them, so they are warmed up and ready to work with you
✔ Show you and key team members how to convert leads into high-value clients
We coach you and your team to build a high-performing culture and to create systems so the practice runs like a well-oiled machine.
Build a High-Performing, Independent Team
We coach you and your team to build a high-achievement culture. Building a high-performing team requires a complex skill that can be taught, developed, and improved. And since it’s a critical part of achieving PracticeFlow™, building a high-achievement culture can’t be left to chance. You need a proven system for attracting, training, and retaining quality people that you can trust!
Through coaching, (plus a vast library of tools, assessments, and resources) we:
✔ Give you the tools to determine and improve current cultural values in your firm
✔ Create a performance review system in place that boosts team morale, performance andaccountability
✔ Install a reward system aligned to performance that keeps employees performing at their very best
✔
Show you how to attract motivated, dependable employees
✔ Hold professional and personal development workshops and training for your team
Create an Efficient, Systems-Based Practice
This is a simple value proposition: when your firm produces more and spends less, your profits increase. It doesn’t matter whether it’s time, money, or emotional energy, the concept holds true. After years of trial and error in my own accounting firm www.StraightTalkCPAs.com, I’ve developed a systematic way of approaching day-to-day operations that make processes efficient, cost-effective, and less stressful. With PracticeFlow™, my team has increased productivity and I have more free time to invest in other endeavors…or travel the world!
Through coaching, (plus a vast library of tools, assessments, and resources) we:
✔ Build services packages and pricing designed specifically for high-value clients
✔ Map out your “clients for life” journey onto a service deliverable your team can follow. These clients will stay loyal for life and will be more enjoyable to work with—they’ll even work as your invisible sales force
✔ Write standard operating procedures that maximize efficiency, minimize labor costs and minimize stress
✔ Create engagements letters for every imaginable service that protects you and avoids scope creep
✔ Identify your optimal tech stack to maximize production and efficiency and create an implementation plan
Yes, I want PracticeFlow™ to help me build a 7-figure lifestyle practice!
Is PracticeFlow™ Right for YOU?
PracticeFlow™ is specifically designed to help you grow firm into an asset that generates 7-figures a year without having to sacrifice your entire life to do it.
In other words, you can work normal (or less) hours with less stress, take vacations, and spend time with friends and family, while the firm practically runs itself.
CPA firm owners come to us because they feel stuck.
So if you are tired of the grind and feel like you are trading your life for a paycheck…then PracticeFlow™ is perfect for you.
But here’s the thing…if you’re an “old dog unwilling to learn new tricks” then PracticeFlow™ is not for you.
You have to make changes in your marketing, team, and operations.
This combination and implementation of these components is the secret.
And when you make the right modifications, then life suddenly gets easier.
Money flows in, work gets done, (not necessarily by you!), and you enjoy owning your practice.
If you are unable or unwilling to make these changes, then PracticeFlow™ isn't a good fit.
But if you are willing to make adjustments and need an expert marketing team to grow your firm with new high value clients along with receiving guidance, coaching, and resources to help you build a high performing team and streamlined operations, then PracticeFlow™ is specifically designed for you.
Simply book your discovery call today. Our online success specialist will meet with you and get you started on the PracticeFlow™ path!
Yes, I want PracticeFlow™ to help me build a 7-figure lifestyle practice!
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