The recent crisis has left many practices in a spin, with practice owners having spent the last couple of months scrambling to adapt to the rapid economic changes. Now more than ever, it is time to look at everything with a new pair of glasses so you can reinvent and create something you’ve only dreamt of in the past.

As we continue to look ahead, it is vital to follow a strategy that protects your profits and positions your firm for greatness going forward.

In this webinar, I’ll discuss what the top 5% of practitioners are doing to re-invent their practices, and how you can too.

• Clear, actionable steps for creating a post-pandemic game plan and intentional goals that will PROTECT your practice and keep new, high-ticket clients rolling in.


• How to PIVOT your services and fee structure in the new business environment, using secrets that the Top 5% of CPA firms don’t want you to know.


• How to attract and retain high-ticket clients by ADAPTing your current services to the changing climate without affecting your capital.


• How to gain more FREEDOM by putting your practice on “autopilot,” while improving your workflow and boosting your cash flow.


• The secrets to creating a motivated and ADAPTIVE superstar team who share your vision and are driven to EXCEED your goals, even in a virtual environment.