Content Provider
Marginmultiplierlogo
Sponsored by
Rcreports
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Cpe webinars
Close the Gap: Q4 Revenue Strategies for Work-Life Balance

CLOSE THE GAP: Q4 REVENUE STRATEGIES FOR WORK-LIFE BALANCE

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 5, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As a financial professional, you are great with numbers, making it easy to advise others on making aligned decisions. Unfortunately, many of us don’t prioritize our own financial well-being while balancing our lifestyle goals. The fourth quarter is a perfect time to practice living in better balance as you increase your revenue while enjoying holiday festivities.

As the year progresses toward the filing of final extensions, you may feel the stress of your revenue gap increasing. If you're wondering how you can identify your revenue opportunities for Q4 and develop a plan of action to fill the revenue gap to end Q4 strong, this course is for you. In one hour, you will be shown a signature framework to bring in new revenue without overloading your calendar. For even more value, your 4th quarter actions can significantly reduce your 1st quarter stress and the ability to generate quick cash flow next tax season.

In our time together, we will guide you through a revenue-planning exercise and introduce you to a tool that makes filling the gap easier to visualize and achieve.

Learning Objectives:


  • Determine your remaining annual revenue gap

  • Distinguish different ways to close the revenue gap with more than just what’s already on your plate

  • Perform high-margin work using the knowledge and resources you already have without looking for new clients

  • Practice using our flexible cash injector calculator to map out your Q4 service offering plan

  • Recognize the “my eyes are bigger than my calendar” syndrome and learn how to not fall victim with our best tips to time block like a pro

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Marginmultiplierlogo

Christi Bender is a seasoned CPA actively delivering accounting services with a deep focus on tax and in the trenches with you. Christi's unique strength lies in her ability to motivate and bring clarity to your decision-making and serving as a catalyst for effective action. She is highly skilled in helping you identify the key areas that require your attention right now for optimal results.

Linkedin
Marginmultiplierlogo

Kathryn Brown is a veteran business coach with a proven track record of working with accountants. Kathryn recognizes that accountants, by nature, are thorough, detail-oriented, and driven by a desire to understand the "how" before diving into action. She leverages this innate curiosity through tools and processes that align with your natural problem solving approach to help you transform your practice, redefining success on your own terms.

About Our Sponsor

Rcreports
RCReports is a tool for Tax and Financial advisors to determine Reasonable Compensation for a client. RCReports provides a defensible position to an IRS challenge (for S-Corps), and is an excellent planning and valuation tool. RCReports synthesizes a proprietary blend of IRS criteria, Court Rulings, geographic data and our EXCLUSIVE database of wages to accurately assess Reasonable Compensation for S Corp, Small & Closely Held Business Owners.