2020 Schedule

All-You-Can-Eat Option

Dates: January – December 2020
CPE Hours: 25
Get all five 2020 Accountants Accelerator courses, including the yearlong Marketing Mastermind, at a significantly discounted rate.



Marketing Mastermind 2020

Dates: January 8, February 5, March 4, April 1, May 6, June 3, July 1, August 5, September 2, October 7, November 11, December 2, 2020 (12 sessions)
CPE Hours: 12

Marketing Mastermind 2020 is designed for accounting professionals who need more new clients in their accounting firms, and who need more personal guidance than free CPE or a vendor-sponsored webinar can provide.  Whether you need 1-2 new clients a month or far more volume than that, you need a solid foundational level of marketing skills and a process that works over and over again, year after year, for your business.

You’ll get advice from a pro that works, as well as be able to discover what’s working among your peers. The mastermind consists of:

  • 12 90-minute sessions, each providing at least 1 CPE, with handouts, recordings, and a chance to ask questions and share ideas
  • A library of materials, including items like marketing plans, and ready-to-go marketing materials
  • A private forum to ask questions and share successes and tips with your peers

Silver – $597


Gold – Sold Out



Time Management for Millionaire Accounting Professionals (and Those Who Want to Be)

Dates: February 6, 13, 27, 2020
CPE Hours: 3

The way you manage your time is the single most important step to taking your accounting business or your career to the next level. Reading a time management book will only take you so far. We’ll show you how to gain a 15-20% productivity boost with one simple technique. We’ll get you organized with a simple exercise that can be repeated over and over again so you know exactly what tasks will propel your business and profits forward. And we’ll talk about mindsets and blocks so you can make a clear path to progress in your life.

In this live webinar series, you’ll learn the concepts, secrets, and the mindsets of multi-millionaire business owners that you can easily apply to your life and work.  After completing this course, you’ll be able to:

  • Describe a millionaire’s schedule so you can see what’s possible in your own life
  • List at least seven ideas about where to look for productivity improvements
  • Name a spreadsheet task you can do to create ROI-focused business priorities for you to execute
  • Identify any mindset issues that commonly hold people back from being more productive

Join us for this highly profitable course that will help you propel your business or career.




Artificial Intelligence: What to Do Now in Your Practice

Dates: May 21, 28, and June 4, 2020
CPE Hours: 3

Will AI give your firm a competitive edge? Is it profitable to adopt the AI solutions available in the accounting marketplace? Which vendors have the best solutions? We’ll answer all of these questions in this all-new one-of-a-kind course.

In this webinar series, we’ll be looking at the key vendors in the accounting and tax marketplace that have AI solutions for accounting firms. We’ll review their offerings and share in a detailed, tactical way how these solutions work and how you can interact with them.  After completing this course, you’ll be able to:

  • Name the major AI vendors in the accounting marketplace
  • Describe the ROI for various applications of AI in accounting services
  • List the AI technologies and how they change the services they affect

While most AI courses are strategic and general, this one will share how it will impact specific tasks in your practice.  We’ll be down in the AI weeds, not up in the clouds.

until 5/19/20, then $99



Practice Management Mastery: Scale Your Practice to Work Less, Make More, and Serve Clients Better

Dates: June 30, July 7, 14, 2020
CPE Hours: 3

Are you ready to accelerate the growth of your business?  Have you been stuck at roughly the same revenue – and profits — for longer than you’d like? Do you simply want your accounting business to become more profitable?  If so, then learning how to scale your business is the answer to all of these questions.

This series will cover how to grow your business and deal with the growth in a controlled, profitable manner. We’ll explore strategic aspects such as funding options as well as tactical, nitty-gritty details such as finding new efficiencies to increase profits. We’ll also share accounting industry benchmarks that you can compare your firm to in order to evaluate how you are doing.

You’ll learn:

  • The stages a business typically goes through, so you can see which one your business is in
  • Benchmarks for profitability in our profession
  • Funding options for raising cash so you can expand
  • Questions to get focused on your business goals
  • At least five places to look for increased profitability

Why work harder than you need to? Learn how to scale your business and increase your profits at the same time.

until 6/28/20, then $99



How Much Do You Charge? Tips, Tricks, and Answers That Will Get You Business

Dates: November 10, 12, 17, 19, 2020
CPE Hours: 4

What IS the best answer to the “how much do you charge” question that will get you the kind of clients you want in your practice? Clients expect a solid answer which means fixed and package pricing these days, but how do you give a price when you don’t know much about the client? And how do you do all this without losing your shirt on a missed estimate or spending hours on customized proposals?

The answer is not easy, but it can be simplified into a process that works great for accountants who want to serve their clients well AND make a fair profit for themselves. In this course, we’ll teach a combination of four essential skills you need as an entrepreneur: estimating, pricing, proposal writing, and diagnostic selling. After completing this course, participants will be able to:

  • Identify the step everyone leaves out of the selling process that can make all the difference in the world
  • Name at least two things you can do to boost your prospect’s value of your services
  • List at least four pricing methods and understand which one(s) they are currently using in their firm
  • Describe the items that are essential in a proposal, and get a time-saving sample proposal template
  • List the steps you need to follow to estimate new client work, and get an estimating spreadsheet you can use in your business
  • Describe a process you can use to make sure you are achieving your desired profit margin on your client work
  • And much more!

Courses on these skills are scarce.  Join us for this rare course that covers and combines these four essential business skills, along with best-practice checklists, templates, tips, tricks, and more.

until 11/8/20, then $129