What People Are Saying.....
"Your talk was an exceptional precedent, one member commented that they thought they were watching a Ted talk. Your examples are engaging and highly applicable to our members"
"This was one of the best presentations that your organization has offered! Loved that Sam talked about work/life balance since it is so important right now, especially in hiring. Thank you!"
Popular Speaking Topics
CUSTOMIZED TO YOUR ORGANIZATION
We tailor each speaking event to align with your organization’s unique needs, challenges, and goals. Through an in-depth understanding of your audience and objectives, we craft a customized experience filled with actionable insights, industry-relevant strategies, and engaging storytelling. This approach ensures that every session is impactful, practical, and directly applicable to your team’s growth and success.
MASTERING CLIENT COMMUNICATION AND WORKFLOW: THE KEY TO CPA FIRM EFFICIENCY
Effective client communication is the foundation of a successful CPA firm. In this session, learn how to streamline client interactions, automate communications, and manage expectations. You’ll also explore how to optimize your PBC list and Organizers and delegate tasks efficiently, ensuring smooth operations and reducing wasted time.
★Understand how to manage client expectations and implement automated communication systems for consistency that reduce manual workload.
★Discover how to create and optimize a powerful PBC list and Organizer that controls workflow and ensures timely, organized client submissions.
★Learn how to delegate non-billable tasks to non-accounting staff, increasing efficiency and allowing CPAs to focus on high-value work.
BUILDING A CPA FIRM THAT PREVENTS BURNOUT AND MAXIMIZES PROFITABILITY
Burnout is a serious threat to CPA firms, leading to staff turnover and inefficiency. This session focuses on how to build a sustainable work environment by balancing workloads, creating clear accountability, and optimizing processes. Additionally, explore what CPA firms can learn from doctors’ offices in terms of efficiency, client management, and profitability.
★Learn how to design workflows that balance workloads throughout the year, preventing burnout and improving retention.
★Understand how to build a firm culture that promotes accountability, supports staff well-being, and protects partner time.
★Explore strategies for maximizing profitability by streamlining client interactions and optimizing firm processes, inspired by the efficiency of doctors' offices.
A CPA FIRM'S BLUEPRINT TO A BALANCED, YEAR-ROUND WORKWEEK
Say goodbye to the stressful, high-pressure busy season and discover how to create a more balanced workload throughout the year. This session will explore strategies to reduce workload spikes, implement recurring revenue models, and build a firm culture that retains top talent by fostering manageable work hours and preventing burnout.
★Learn actionable strategies to reduce workload spikes during busy season and maintain a balanced schedule year-round.
★Discover how to build recurring revenue streams that generate consistent cash flow outside of traditional busy seasons.
★Understand the positive impact of this balance on employee retention, team satisfaction, and firm culture.