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Free cpe webinars
Going Virtual, Both Internally and Externally!

GOING VIRTUAL, BOTH INTERNALLY AND EXTERNALLY!

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 27, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Build your business in the cloud and learn to become HYPER-EFFICIENT!  In this popular virtual seminar by Business Development Guru Chuck Bauer, you will transform your business from the traditional brick and mortar paradigm to a highly functional, ultra-efficient, virtual space. (Chuck went VIRTUAL, and INTO THE CLOUD in 2006 and has NEVER looked back!) Capture clients worldwide while managing your team remotely. Master a communication protocol that utilizes intuitive, easy-to-implement codes to ensure that your employees and clients NEVER MISS  a DEADLINE.  Automate regular office communications using your existing technology to buy back time. Keep your entire team and external clients on the same page no matter how large or small. Our most successful clients have mastered these techniques both internally with their staff and externally with THEIR CLIENTS! Leap into your new office today! 

Key Topics:


  • Overcome Communication Deficiencies!

  • Utilize a Staff/CLIENT Communication Protocol!

  • Setting KEY Communication Boundaries with CLIENTS!

  • Invoking Mutually Agreed DEADLINES on both Staff & CLIENTS!


Learning Objectives:


  • Defining what an ACTUAL EMERGENCY is!

  • Enforcing Adequate Staff & CLIENT Boundaries!

  • Best Practices for Making Requests of Staff & CLIENTS!

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Chuck Bauer

Chuck Bauer
Owner, Sales / Business Coach
[email protected]

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Work smarter. Make more money. Take more time off. These are the guiding principles behind Chuck Bauer’s transformational keynote speeches and seminars, grounded by three decades of experience as a proven motivational speaker and professional sales and business coach.
 
Chuck’s no-nonsense approach and tell-it-like-it-is style immediately connects as he breaks down traditional thinking that keeps people anchored in the past. Attendees leave energized and armed with actionable tactics to face current challenges in their business. 
 
Chuck’s insights come from observing live sales calls and business operations through his work as a professional sales and business coach. His clients, including sales professionals, business owners and C-level executives, will tell you time and time again that Chuck’s tactics have saved deals, streamlined operations and skyrocketed revenue. 
 
Chuck has extensive experience with the unique challenges facing small and medium sized CPA & Accounting Firms. Through his partnership with the Professional Association of Small Business Accountants, Chuck has directly coached more than 80 firm owners on their practice management and sales efforts. Through his counsel, Chuck has helped generate exponential year over year net revenue increases for his clients. 
 
A published author with Wiley Publishing, Chuck's work has been featured in numerous business and sales-related magazines, social media platforms and websites. He is a member of the National Speakers Association, helping audiences across the country take steps forward to move past business obstacles. Chuck also maintains a thriving virtual consulting practice, completing more than 40,000 minutes of training each year with his global client base.
 
Leverage Chuck Bauer’s experience to get instant results for your business, sales team or company.

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Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.

Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for entrepreneurs to thrive. Her mission is to improve health, wealth, and relationships for all.

About Our Sponsor

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Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.