Busy Season is your cash cow!
           Don’t leave a dime on the table.
  Join KC Truby
   The Lonesome Cowboy
  Americas No.1 Accounting salesman
 
In just 8 hours you’ll learn the 4 (non-manipulative) steps to ‘up sell’ your clients and have the best tax season ever

Dallas December 13th

San Francisco January 4th
Los Angeles December 20th

Ft. Lauderdale December 15th
 

In one day you can train your staff to bump prices, get referrals, add on other services and set tax planning meetings for next July and August.

Questions about the seminar or registrations please call 866-570-6585

   

Stop Loosing Clients And Increase Fees

You’ve heard it happen a dozen times in your office – you walk by as a staff person answers the phone during ‘busy season’ and they totally botch the call. You know that if you were the one on the phone, that would have been a new client. Or you see a return go out the door that probably would have bought other services if you had been the one asking.

Well now you can train your staff on how to answer the phone the right way and get 98% of the calls that come in booked for an appointment.

You’ll also train your staff on simple techniques for increasing fees, adding on services and even getting pre-paid for next years return.




KC, we picked up 3 clients in October for a total of $53,000 in annualized billing.  That’s a great month.

Tim Sernett, CPA- Overland, Kansas


Train your staff on...

How to answer the phone so you never loose a price shopper & not discount
How to get pre-paid for your return
How to collect in advance when you receive the source documents
How to 'bump' your fees without loosing clients
How to 'resurrect' past clients so the return to your firm
How to set summer tax planning appointments with your clients
How to ask the client if they want to look at financial planning, loans, insurance
     or other services
How to sell 'audit assurance' if you wish to offer that service.
How to advertise your tax practice in the heaviest shopping months
The secrets to making your web site work like a high speed jet
Using tax return marketing to build your business clientele





30 seconds on how to get phone shoppers to make an appointment.

Plus – work flow management techniques to cut your cost of operation

How to find qualified part time help at low cost
How to get clients to send in source documents ‘ON TIME’
How to move to a ‘before the fact’ paperless system to cut preparation time by 25%
How to take tax clients paperless so you never wait for the organizer again
Scheduling techniques to level out your work load
Converting tax clients into year round income streams

Questions about the seminar or registrations please call 866-570-6585

Hi Lin and KC, I want to share with you how much I picked up from the 2 days with you at the training seminar.  Not only am I managing the work better and more effectively, but  I just today started a new client at $3,650/month plus a $895 set up fee, plus clean-up work billed hourly for January and February.  It’s a $5M/yr company and is by far my biggest client.   It was easy to identify the client’s needs by basically doing just what you do Lin…see I’m actually a pretty good listener!  I used the one page outsourcing bid to price out the job and it helped tremendously.  I’m up to $13.5k/month in a little over 5 months….not too shabby and getting better every day at managing the business. I’ll keep you updated and also look forward to the next event, whenever that will be.

Orin Schepps, Principal/CPA  Baltimore MD





Why do a seminar so close to tax season?

Because that is when people BUY. Most marketing seminars take place in the summer. That’s PLUM NUTS. Who buys Accounting in August. Get this critical Information at the moment your clients Are shopping and you will close a lot more New clients in the next 4 months.



Reservation form: limited to the first 25 firms.

Please reserve space for the following people into the 'building your firm with new concepts' seminar at the Time and location checked above. I understand the fee for the complete training is $195 per person or $295 for my entire firm. If you want to send more then three people use the note field below to add as many people as you would like.

Dallas November 13th

Los Angeles December 20th

San Francisco January 4th

Ft. Lauderdale December 15th

All seminars are held at the Airport Holiday Inn. Maps and addresses are emailed with your confirmation.

Seminar runs from 9AM to 5PM in all cities.


Questions about the seminar or registrations please call 866-570-6585

First Name Last Name Email  

First Name Last Name Email

First Name Last Name Email

Firm name Phone

Address City State Zip


Credit Card Number Exp Date


Name of Card Billing Zip


Or print this page and mail a check to 8020 Accounting Box 2254 Casper WY 82602


Then…

  • Complete this form and click submit or
  • Mail a check for $295 to 8020 Accounting Box 2254 Casper, WY 82602
  • Or fax your check along with this page completed to 815-550-1125
  • If you have questions feel free to give us a call at 866-570-6585

Notes or questions to KC Truby. Name and email of additional attendees over 3