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THE MILLION DOLLAR ACCOUNTING FIRM: GROW YOUR REVENUE WITH TAX PLANNING

Cost Free
Presentation Length 1.5 hours

Recorded DateMay 12, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In the course, the owner of Ragain Financial (Christopher Ragain, CPA) will show you step-by-step how he grew his small 5 person firm to $1M in revenue. You will see his “5 Keys To Success” as well as an in-depth look at the processes and workflows he and his staff use to drive new clients to the door, close them, and automate nearly every aspect of client deliverables. As an added bonus, you will get a preview of his new tax planning software- Tax Planner Pro, and a detailed look at why it is a critical component of his practice.

Learning Objectives

  • Understand how to transition your SMB clients to value billing and package upsells

  • Learn how to analyze your website and calls to action (CTA’s)

  • Replicate the marketing techniques Chris uses to bring in 5-10 clients per month

  • Learn the selling and closing techniques that produce new clients in every meeting

  • Finally, understand how automation can keep your staff small, and profits high

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Christopher Ragain, CPA/RTP is a frequent speaker to the accounting and tax industry, as well as one of most experienced tax planners in the U.S. Owner of Ragain Financial, a small CPA firm in Naples, FL, Chris serves 350 SMB clients around the country. Chris uses a high-energy presentation style to make accounting and tax topics fun and exciting. Chris also has built several accounting software projects including: Tax Planner Pro, LedgerSync, and ProHub 360. An advocate of published value pricing and the use of bookkeepers and tax accountants in co-sponsored tax planning, Chris is one of the thought-leaders in moving the profession toward more advisory roles and less compliance tasks.

About Our Presenter

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At our firm Ragain Financial, we have been doing tax projections for EVERY CLIENT – EVERY YEAR for more than 15 years. We are not boasting here, but we probably have done more tax projections than any other firm out there. Literally thousands of them. Who better to make a software app that does tax projections? We hope you find the software helpful and a tool that makes your life easier and business more successful. Unlike most accounting software developers, we are a full service CPA firm too, so if you have any questions at all please ask us. We would love to help and hear your feedback about our product.