| BEST PRACTICES TOUR FOR CPAS... |
| Advanced Marketing & Selling Techniques for Accounting Professionals |
Maximize Your Marketing... Increase Your Revenues...
Generate New Clients and Take More Time Off
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MELVILLE:
Tues., July 27th, 2004
Hilton Huntington
598 Broad Hollow Rd
Melville, NY 11747 |
WHITE PLAINS:
Wedn., July 28th, 2004
Crowne Plaza Hotel
66 Hale Avenue
White Plains, NY 10601 |
NEW YORK:
Thur., July 29th,2004
Marriot East Side
140 East 49th Street
New York, NY 10017 |
9:00am - Registration & Breakfast, 9:30am - Start |
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Essentially there are 7 "Make-Break" strategies that every successful
CPA practice used to dramatically increase the firm's revenues. |
This One 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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| CLICK HERE TO REGISTER |
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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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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Craig Winawer, Vice President and Co-Owner, 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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| CLICK HERE TO REGISTER |
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! |