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| BEST PRACTICES TOUR FOR CPA's... |
| Advanced Marketing & Selling Techniques for Accounting Professionals |
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Maximize Your Marketing... Increase Your Revenues... Generate New Clients and Take More Time Off
There are 7 "Make-Break" strategies every successful CPA practice used to dramatically increase the firm's revenues.
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This Half-Day Presentation Will Include:
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Why marketing for the CPA profession is now vital. |
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Taking advantage of the recent changes in retirement plan & pension law. |
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Turning your 1040 Business into a six-figure income for you and your firm. |
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Learn the new revolutionary life audit system. |
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Finding or selecting the right financial planner to work with your practice. |
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How to turn answering a routine tax question into unbelievable profits. |
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Doubling your firm's valuation for sale and merger purposes. |
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Training your administration staff to identify financial planning opportunities. |
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The most innovative tax season techniques including the review, and tax pick-up which can be implemented immediately this tax season. |
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WHITE PLAINS:
Wed., December 1st, 2004
Crowne Plaza Hotel
66 Hale Avenue
White Plains, NY 10601 |
MELVILLE:
Fri., December 3rd, 2004
Hilton Huntington
598 Broad Hollow Rd
Melville, NY 11747 |
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9:00am - Registration & Breakfast, 9:30am - Start |
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| Yes, I'd Like to Register! |
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| DOOR PRIZES |
All attendees will receive the following:
• Complimentary Continental Breakfast!
• 10 CPE Credits
• 2 FREE Industry Reports
• $500 worth of upgrades for your own marketing program!
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MAKING MORE FROM YOUR PRACTICE
Ken Cerini, CPA, CFP, D.A.B.F.A., Managing Partner, Cerini & Associates, LLP
Cerini & Associates, LLP is a full service accounting and consulting firm. Ken manages the not-for-profit and healthcare sectors of the practice that account for approximately 40% of the firm's billable hours. He has had extensive experience working with not-for-profit and healthcare organizations both at Cerini & Associates and at Ernst & Young. Ken tried to implement financial services three years ago and failed. This year Ken's firm implemented a new financial advisor strategy and made an additional $100,000 above their regular fees on filing 450 personal tax returns. Ken will teach you how to implement his strategy. |
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STRATAGIES FOR MARKETING YOUR PRACTICE
Elaine De Luca Byrnes, President, Creative Communications Strategies, Inc.
Elaine De Luca Byrnes is an award-winning marketing communications professional with 21 years of experience in marketing and graphic design. Elaine was recognized by the Long Island Advisory Club and Long Island Business News in 2002 as the recipient of the prestigious "Top In-House Marketing Executive Award for a Medium-Sized Firm". She also received the AAM Marketing Achievement Award at the Association for Accounting Marketing Conference, held in Toronto, Canada in June, 2001. Elaine has been active nationally in the AAM, having chaired its Marketing Achievement Awards Committee. |
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ARE YOUR CLIENTS GETTING A FAIR DEAL?
Craig Winawer, Vice President, Choice Mortgage Corporation
Craig is a graduate of Boston University with majors in Psychology and Business. He has spent over a decade in the mortgage industry. Craig formed Choice Mortgage Corporation almost 8 years ago with his partner and father Bob. Craig's meticulous attention to detail serves Choice Clients well by making sure loan packages are processed properly and ensures that loans close in a timely fashion. Craig is always available to answer clients' questions and gently take them through the financing process. He is constantly making sure Choice Mortgage Corporation offers the most competitive rates and costs for its clients. |
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| HOW TO REGISTER |
Registration is free, just submit the registration form above. You'll receive a confirmation and a reminder call prior to the event date.
Don't miss this opportunity to learn how to increase your firm's client base as well as getting 10 CPE's for your time! |
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