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Webcast

New Firm Playbook

Automate client your intake processes while protecting your valuable time.

Individual
Teams

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Business Management & Organization
Course Level
Basic
Format
Webcast

Course Description

This course was filmed live at the 2023 New Money Summit.

Get an inside look on how Logan Graf, CPA—host of the popular @TaxTeleGraf Youtube channel—manages his new client intake process by utilizing automation so you can add more productivity to your day. Get the why and the how you should protect your time while still getting clients that align with your own business goals and expertise.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Evaluate selectivity of those who have access to your calendar
  • Utilize different technological solutions to filter clients from the beginning.
  • Illustrate automating acceptance or rejection emails
  • Analyze charging for new client meetings
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Course Specifics

Course ID
WC1623358900
Revision Date
January 17, 2024
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Logan Graf, CPA

Logan Graf, CPA, is the owner of The Graf Tax Co. PLLC, located in the Austin, TX area. He holds a Master of Science in Accounting with a focus on Tax from Texas Tech University. Logan’s primary mission is to assist others in building and expanding their firms in a manner that simplifies not only their clients’ lives but also those of the firm’s owner and staff. When Logan isn’t engaging with the #TaxTwitter community, he creates tax-related content on YouTube, enjoys mountain biking, and contemplates working on his 1965 Mustang project.

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