5 Step Roadmap to Know, Segment, Fire, Focus and Teach High Potential Clients to Grow Profits Fast
This course introduces accounting professionals to a proven 5-step roadmap for growing profit and cash flow without adding more hours to the workweek. You’ll learn how to mine your existing client base for high-value opportunities, increase revenue, and eliminate low-margin distractions—all without cold calling or hard selling. This roadmap, praised at Intuit’s Connect conference, is designed to simplify and demystify business development for busy practitioners.
You’ll tackle common industry challenges—like discomfort with sales and lack of time—with practical tools and a guided workbook. Whether you're a solo practitioner or leading a small firm, this course provides clear strategies to help you focus on what’s profitable, reduce inefficiencies, and scale revenue using clients you already have.
Dawn Fotopulos is Distinguished Professor of Business at The King’s College, award-winning author of Accounting for the Numberphobic; A Survival Guide for Small Business, and a successful entrepreneur. She has held senior positions in banking, product marketing, and real estate development. She has been a guest expert on MSNBC’s “Your Business” and is a member of Jim Blasingame’s braintrust on his live radio show "The Small Business Advocate". She is the small business expert contributor to Entrepreneur.com and FedEx Money Matters for Small Business. Ms. Fotopulos is a veteran panel moderator for the New York Times American Express Small Business Summit Conference, a speaker at Scaling New Heights and Intuit’s Connect Conferences. She is a certified facilitator for the Kauffman Foundation’s Fast Track Programs and is beloved for her talks on Accounting for the Numberphobic. You can find a treasure trove of advice on Dawn Fotopulos.com as well as courses for accounting professionals on Hidden Profit Academy.com. Professor Fotopulos holds a Bachelor of Science degree from Cornell University and a Masters Degree in Business Management with distinction from The Stern School, New York University."
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
