New Firm Playbook ON DEMAND

Available Until Monday, May 31, 2027

Your Desk

1.0 Credits

Member Price $49.00

Non-Member Price $56.00

Registration for the "Nonprofit Accounting and Financial Reporting Explained FLEXCAST" has been added to your cart.

Overview

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.

Highlights

Calendar sharing. Filter clients. Automating emails. Client charging.

Prerequisites

None.

Designed For

CPAs, CFOs, CEOs, and other management professionals.

Objectives

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.