Many CPAs in public practice feel ill-equipped to handle practice development because they are unsure how to sell services. What they don't know is that by focusing on developing relationships and a personal brand will grow business without a single cold call. This session will cover ways you can build a quality referral network, establish yourself as the "go-to" CPA and increase your revenue by finding right fit clients.
Butler and Company
Vice President
[email protected]
(505) 821-0893
Jason has been serving clients since 2003, providing tax, accounting and consulting advice to individuals and closely-held businesses, with a focus on professional services, medical and veterinary practices, individual taxation and business start-ups. Jason also consults on other financial matters, including improving business and personal cash flow, business organization and succession planning. Jason speaks at national conferences on a range of topics such as leadership training, private practice management, CPA firm top issues and practice development, as well as facilitating Trusted Business Advisor classes for the AICPA. Jason is a board member of the Children's Grief Center of New Mexico, a finance committee member for the American College of Veterinary Internal Medicine and a member of the Executive Committee for the Private Company Practice Section of the American Institute of CPAs. Jason has served as President of the Active 20-30 Club of Albuquerque and National President of Active 20-30 Club US & Canada in the past. In 2011, Jason was honored as one of New Mexico's "40 under Forty" by the New Mexico Business Weekly. Outside of the office, Jason enjoys spending time with his wife, Tina, his son, Levi, and their dogs. His hobbies include travelling, home-brewing beer and watching football as an avid Seattle Seahawks fan.