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, September 2, October 7, November 11, December 2, 2020 (9 sessions)
CPE Hours: 9

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:

  • 9 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.




Dates: April 21, 23, 24, 2020
CPE Hours: 3

How to Help Your Small Business Clients Through COVID-19 Losses

PPP Is not the only way you can help your small business clients that have been shuttered or are experiencing losses due to changing spending patterns. While business owners still need some of your traditional accounting skills right now, we as accountants need to think differently when we work with these clients.

What we need to bring to the affected business clients right now is a combination of crisis management, accounting tools for distressed businesses, business continuity practices shaped for this event, innovative marketing ideas focused on ecommerce solutions, and a strong helping of emotional intelligence. Get is all in this crash-course design to help smaller businesses: those earning under $10 million in annual revenues.

After completing this webinar, you’ll be able to:

  • Name what to do first to help your client reset business priorities
  • Administer the perfect tool to take a business’s temperature to see how sick it might be
  • Understand the focus you need right now that we didn’t learn in school
  • List over 100 options to speed up cash flow and get cash in the door now
  • Describe the steps you need to take to protect and build your (or your clients’) most precious assets during this time
  • Suggest creative options to reworking the business model to get some revenue coming in
  • Connect the content in this course to new advisory services you can offer any time
  • Describe the components of a business continuity plan as adapted for today’s environment
  • Gain a brief overview of the top-level issues in managing business turnarounds as they apply to small businesses

Accountants and small business owners are welcome to attend.




From Surviving to Thriving: Tools and Skills to Master the Mental Stress of This Pandemic

Dates: May 14, 21, 28, 2020
CPE Hours:3
Fear, uncertainty, anxiety, anger, grief, and financial insecurity are just a few of the emotions we’ve been feeling these last few weeks. We need new tools and skills to keep our mental selves as healthy as our physical selves.

Our profession has been made more stressful with changing deadlines, confusing-as-heck laws, new remote tech learning curves, and desperate clients. Even the steadiest of us needs some extra support right now.

Take some time to invest in your own health and wellness for a change. After completing this course, participants will be able to:

  • List three critical tools that are easy to use to calm down and remain in control
  • Describe ways you can begin to become comfortable with uncertainty
  • Identify several tools and skills you can use to build resilience, a key attribute in people who can weather crises better than others
  • Name five very important things you can do to boost your physical health
  • Understand what radical responsibility is and how it can be useful now
  • List more than 20 tools you can use to enjoy life right now no matter your circumstances

You deserve to take care of yourself first. Only then can you be helpful to others.

until 05/12/20, then $59


Attract New Clients to Your Accounting or Tax Firm with DIY Marketing, Step by Step Summer Series

Dates: Wednesdays, May 20, 2020 through August 26, 2020
CPE Hours:8 remaining CPE

Do you have a really tight budget for marketing?

Are you a solo-preneur who prefers to do everything themselves?

Are you interested in learning more about the nuts and bolts of marketing?

If so, then this course is designed especially with you in mind!

This all-new series will show you how to build the digital marketing assets you need to attract clients. You will be able to do all of this without a webmaster or a marketing consultant.

Each session will contain a topic you need in your marketing toolkit. We’ll go slowly, step-by-step, so you can see the process from start to finish.

After completing each module, participants will be able to:

Describe why this marketing asset is essential and the benefits it brings to accounting firms
Follow the steps listed to build the marketing asset covered
List best-practice tips on how to best utilize the new marketing asset




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

Dates: July 21, 28 and August 4, 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 7/19/20, then $99



Artificial Intelligence: What to Do Now in Your Practice

Dates: September 17, 24 and October 1 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 09/15/20, 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