CPA - medium firm
Other
Operating a tax and accounting practice in a contactless world complicates the referral process. But for many professionals, this is still the preferred source of new business.
How can firms bridge this gap? It starts with developing a growth strategy that will be effective even through challenging times like COVID-19.
In this invaluable webinar, Lee Reams and Erron Stark will walk you through simple actions you can take now to set your practice up for long-term success. Join him to learn more and ensure that your referral pipeline is one less thing you have to worry about.
Learning Objectives:
- Recognize COVID-19’s effects on accelerating contactless referrals
- Identify the differences in this new consumer buying process
- Determine creative ways to join the referral conversation
- Determine a successful strategy to grow your practice rapidly
Lee Reams II
CountingWorks PRO
CEO and Founder
lee2.reams@countingworks.com
(818) 338-8700 ext. 222
Lee Reams II (Founder & CEO) is the energy behind CountingWorks PRO. He is actively involved in product development, marketing, and website development. He prides himself at listening to clients' needs while developing first-class solutions and is known to monitor his iPhone at all hours of the day. Lee has presented marketing and growth concepts to tens of thousands of tax and accounting professionals. When Lee is not busy putting his ideas to work, he enjoys spending time with his wife, Allison, and daughter, Whitney. Also, he is an active hiker, mountain biker and loves exploring the Sierra backcountry.
Erron Stark
ADP
Divison Vice President - Channel Sales
erron.stark@adp.com
Erron Stark is the Division Vice President of Channels for ADP, LLC, responsible for driving revenue and managing sales operations for ADP’s accountant, bank, and client channels. With more than 13 years in the HCM industry, Erron has held many leadership roles at ADP with responsibilities, including developing programs and managing teams that help accounting professionals and their clients attract top talent, comply with regulations and achieve their goals.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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About Our Presenter