Profit Mastery for CPAs

Profit Mastery courses have been attended by thousands of CPAs since 1983 with universally rave reviews. The key financial management concepts taught in Profit Mastery can be the cornerstone of the consultation side of your practice.

The Profit Mastery Self-study Online Curriculum:

  • Enhanced Client Service: Profit Mastery equips CPAs with advanced financial management skills, allowing them to provide more comprehensive services to clients. By offering strategic financial advice and assisting with cash flow management, CPAs can add significant value to their client relationships.

  • Expanded Skill Set: Completing Profit Mastery courses expands CPAs' expertise beyond traditional accounting principles. They gain proficiency in areas such as profitability analysis, strategic financial management, and performance measurement, which enables them to offer more holistic financial solutions to clients.

  • Business Development Opportunities: By incorporating Profit Mastery principles into their service offerings, CPAs can attract new clients and strengthen existing relationships. Offering specialized financial education and guidance demonstrates CPAs' value as trusted advisors, leading to increased client retention and business growth.

Though CPE is a recurring, annual event for accountants, the benefits of Profit Mastery extend well beyond the CPE itself. The tools and concepts presented in the course serve to enhance the consultative aspect of any CPA practice — and increasingly CPAs, like bankers, are recognizing the value of Profit Mastery for their clients. Once again, a consistent focus by both client and CPA serves as a springboard for increasing both retention and billable hours by "productizing" the consultative relationship.

Many CPAs who have taken the course have gone on to refer their clients to Profit Mastery training, which in turn provides an educational resource for client/professional consultation and builds momentum towards increased revenue.

CPAs in large corporations find that exposure to Profit Mastery's tools provide them with extra value as peer advisors within their organization. In addition — with dealer networks, franchise organizations, and trade associations — the Profit Mastery program is generally channeled outward in the distribution chain. Consistently common, measurable results include improved communication through developing a common language and approach that enhances satisfaction and improves financial performance throughout the network.

“Dynamite presentation; as a CPA I attend many seminars each year for professional education; Profit Mastery is one of the few that provides value to my practice and my clients.”

— CHARLES MATTERN, CPA

“ An excellent class. As a practicing CPA who works exclusively with small businesses, I strongly recommend this seminar.”

— George Cammarota, CPA

  • Profit Mastery equips CPAs with advanced financial management skills beyond traditional accounting principles. This enables them to offer more comprehensive services to clients, including strategic financial advice, interpretation of financial statements, and assistance with cash flow management. By helping clients improve their financial health and decision-making, CPAs become trusted advisors and add significant value to their businesses.

  • Completing Profit Mastery courses exposes CPAs to a wide range of financial management topics, such as profitability analysis, strategic financial management, and performance measurement. These additional skills complement their existing expertise and enable CPAs to provide more holistic financial solutions to clients.

  • By offering Profit Mastery workshops or consulting services, CPAs can attract new clients and strengthen existing relationships. Providing specialized financial education and guidance to business owners and managers sets CPAs apart from competitors and positions them as valuable partners in their clients' success.

  • Participating in Profit Mastery courses allows CPAs to continue their professional development and stay updated on current trends and best practices in financial management. The knowledge and skills acquired through Profit Mastery can lead to career advancement opportunities and foster personal growth in their careers.

  • Profit Mastery courses provide CPAs with opportunities to network with business owners, fellow professionals, and industry experts. Collaborating with others in the Profit Mastery community can lead to valuable insights, referrals, and partnerships that benefit both CPAs and their clients.

Meet some of our Clients

What our clients are saying

  • "The program was very informative and fast moving. I have used the knowledge gained to assist many of my small business clients."

    Jedd Whalen, Whalen & Co., CPA

  • "For me as a CPA, I know the concepts, but appreciated the way this program provides a way to put the book learning into real world applications."

    Jon Bartleson, Security Coverage, Inc., CPA

  • "I have, in my career, attended well over 1,000 hours of continuing professional education. This seminar was as good - if not better - than any I have ever attended in content, presentation, and relevance of materials."

    M.G. Wyre, CPA

  • "Excellent job; I found several items to discuss with my clients about improving NP & CF."

    Adam Smith, Saville Dodgen & Co. CPA