THE Lazy CPA s REPORT. How To Turn Your Tax Practice Into A Money-Making POWERHOUSE

Transcription

1 THE Lazy CPA s REPORT How To Turn Your Tax Practice Into A Money-Making POWERHOUSE Work Less Make More! Author of The Lazy CPA s Guide for Adding Financial Services to Your Tax Practice Nick Hodges CPA/PFS, MBA, CFP

2 Work Smarter Not Harder I m sure you ve heard of the saying Work smarter not harder. I thought I did. And you know, I ve always thought of myself as a pretty smart guy. After all, I am a CPA. I have an MBA. I ve taken so much CPE I ve made those education folks rich. And, hey, all my clients tell me that I m smart. So I must be smart. Right? WRONG! Well at least not until recently. Let me explain... About six years ago, I was your typical up-start, know-it-all, ambitious CPA living in Southern California. After college, I began working as an accountant for a small CPA firm. Then, I decided to go out on my own. With one other partner, we started a tax practice and began buying up firms like no tomorrow. The firm was expanding by leaps and bounds and eventually the firm had three thousand clients, three locations, thirty employees and four other partners. As you might expect, as the firm expanded, so did the problems. Personnel issues, infighting amongst the partners, client problems and on and on. I was never so stressed in my life. But like most CPA s I thought that this was a part of life as a CPA. You see, the problem with our profession is that early on we are taught that working long hours, enduring stress and having no family life, is a part of the normal routine. My partners and I would compete, just to see who could out-work the other. Plus, didn t all my clients appreciate the fact that I was working until 2 a.m.? Heavens no! They couldn t care less. And then there s tax season. Fifteen weeks to make eighty percent of our annual income. At first it was exciting. In reality, I came to absolutely hate tax season. January 1 to April 15, churning out tax returns Seven days a week Working 14- hour days NONSTOP for the umpteenth year in a row Living on coffee, junk food and adrenaline rushes... You know the routine. I get shivers up my spine thinking of what I used to go through. Until something happened to change my outlook.

3 Working Less and Making More Back then, I had a wife and two young children at home. Everything was going according to my plan. More clients, more hours. Then a bombshell hit. My wife got diagnosed with breast cancer. If you ve ever had some life-changing event happen to you, then you know what I mean when I say that everything stops in its tracks. I stepped back and reevaluated my so-called life. And you know what? I wasn t happy. Oh sure, the money was okay. But it was at the expense of taking time away from my family. So I decided to do something totally crazy. I moved my entire family to Mississippi. How crazy is that!? As you might guess, the types of opportunities available in Mississippi for an accountant to make a living don t compare to Southern California. So, out of pure necessity, I developed a system to continue my business in Southern California, while living in Mississippi with my family. On top of that, I took all of my clients and split from my partners. And you know what? It turned out to be the best thing I did! Less stress for me, more time with my family. But something else happened that I didn t expect. My business exploded! I began making more money than ever before and I was working less to boot! How? Well, I developed an efficient system that made my life easier and simpler. Then, I added services to my practice that actually increased my income beyond my wildest expectations. Even more than my tax and bookkeeping practice! When I tell other CPA s how much money I make and how little I work, they actually beg me to share my secrets with them.

4 HOW TO TURN YOUR TAX PRACTICE INTO A MONEY-MAKING POWERHOUSE So finally, here it is and I am ready to share my secrets with you. I will even tell you exactly what software I use and what products I absolutely have to have. I will also include my bona fide, actual letters that I send to my clients to make sure they do what I want them to do. I am constantly on the lookout for ways to make my life easier and in my manual I share all of these ideas with you. I would love to tell you about how I did it, but I have to warn you If you want to work long hours If you enjoy the stress And if you do not want to increase your income Do not even bother ordering my instruction manual. After all, if you would rather sit there and research tax issues for a $200 tax return, then don t change a thing. WARNING: This is not for the light-hearted. You have to be open to changing the way you do things. It took a significant family crisis for me to fess up to the fact that maybe I wasn t doing things the best way possible, that HEY, maybe there are some things that I can learn. My friend, that was a bitter pill to swallow. My system is a no-nonsense, step-by-step manual to getting you more profitable than ever before. My manual will literally take you by the hand, and step by step lead you in the direction of becoming more efficient with what you have. Chapter by chapter, I will map out exactly what you can do to make your life easier, less stressful, more productive, and in turn make you more money than ever before. My manual will not tell you: To hire more people. Go to more continuing education tax classes. Buy expensive equipment or rent a bigger office.

5 My manual will tell you all the minute details such as: HOW TO USE THE CALM BEFORE THE STORM. (Just a hint: It s all about planning ahead.) HOW TO TRAIN YOUR CLIENTS TO DO WHAT YOU WANT. HOW TO RUN YOUR PRACTICE, EVEN IF YOU LIVE THOUSANDS OF MILES AWAY. HOW TO COLLECT YOUR FEES UPFRONT. HOW TO ORGANIZE YOUR FRONT OFFICE. HOW TO TRAIN YOUR EMPLOYEES. HOW TO INTERVIEW YOUR CLIENTS. HOW TO AVOID MISTAKES. HOW TO STRUCTURE YOUR TIME. HOW TO MAKE YOUR CLIENTS SO HAPPY THEY LL PAY YOU MORE. AND TONS MORE... All of this valuable information comes from my actual experience. In fact, call my office. Please! They can tell you how little time I spend in the office during tax season. Five hundred 1040 clients in five weeks and one day, to be exact! All I have is one full-timer and three part-timers in the office with me and I made more than enough money to last the rest of the year! For just $995, you will have 300 pages of my secrets to making more and working less. AND I will include 2-1/2 hours of DVD tutorials that actually explain and demonstrate some of my systems! Whether you are a one-person operation or you have others working with you, my manual will eliminate the hassles of tax season and set up your practice for a great after-tax season! This is the 2005 edition hot off the press with all of the latest and greatest ideas to get you going to making your tax practice better. I give you extensive step-by-step, hand-holding instructions to make sure that next tax season you will work less and make more.

6 Ready To Spend Your Time Working Smarter, Not Harder? Again, this is only for those of you who want to improve your life. Whether you are just getting started or have been in business several years, this nuts and bolts manual will become an invaluable part of your practice. Even if you think you have everything covered, my manual will do wonders to train your people. Nothing To Lose My Personal Guarantee If you follow my instructions for 30-days and you feel that my manual will not help you become more efficient and make you more money, then I will refund you 100% of the cost of your manual and materials (less the cost of shipping.) NO QUESTIONS ASKED!...So Much To GAIN! Remember the sooner you get started the better. I ve already started my planning for tax season 2006! We will ship your order within 3 Business after receipt of your online credit card order. If paying by check or money order, your order will be processed once your payment has cleared the bank. Don t pass up this opportunity! You will be kicking yourself at the end of next tax season for putting this report in your LATER pile. You will still be frustrated and still wondering how you will get through another tax season! You will still be spending more time in the office than with your family. You will still be making less money and doing more and more and experiencing more stress. Do not wait any longer.

7 My Desire For You You see, I KNOW what you re going through I ve been there. Tax-season fatigue 14-hour days 7 days a week For 15 weeks No time with family Overworked and under-loved My desire is to help you experience the same feelings of comfort that I now have. You will have a chance to obtain this freedom much quicker than I have because I ve already made all the mistakes. I want you to have the opportunity to be with your family more often. Spend your time working smart. Build your future the way it was meant to be for you. I want YOU have a better, more productive tax season next year with more money and more time for your family. All the Best! Nick Hodges CPA/PFS, MBA, CFP (866 SAY-NICK)

8 How Much Does It Cost? I will never go back to the old way I used to handle my tax practice. I don t even have to personally train my employees anymore, because with my manual, they can learn step-by-step just how I like to do things. I want to make what I ve learned the hard way available to you in whatever format you are most comfortable. What I really want you to do is to get started building the life you want! Manual/Media Package $ Page Manual With 2-1/2 Hours Of DVD Tutorials By Nick And His Team You might prefer to hear more about my approach to working less and earning more. In the comfort of your home or office, I will share with you the instruction, stories and insider tips that you need to apply these new concepts to your practice. I even DEMONSTRATE my time-saving methods! Do You Want More Personalized Help? Manual/Mentoring Program $1499 Includes The Manual/Media Package With An Additional 3 Hours Of PERSONAL Consultation Time With Nick (A $1500 Value Alone!) You are ready to get started on a new life and build a new kind of tax season RIGHT NOW!! With the purchase of my whole system, receive six half-hour sessions of personal, one-on-one conversations with me in ADDITION to all the extra tutorial materials. We will talk about YOUR tax practice and how YOU can begin to experience a whole new kind of life!

9 More Time With Your Family! More Time To Do Things You Enjoy! More Vacation Time! Less Stress! More Time + More $$ = Happier YOU! DO NOT put this down and forget about it. You have a chance to change your life and the way you do business. What are you waiting for? YOU SNOOZE YOU LOSE! Simply Fill Out The Form Below!

10 ORDER FORM Manual/Media Package... $995 Includes: 300-Page Manual with 2-1/2 hours of DVD tutorials by Nick and his team Manual/Mentoring Program... $1499 Includes: Manual/Media Package AND 3 hours of personal consultation time with Nick Shipping and handling (non-refundable)... $35 Your order will be shipped to you hours after your payment clears the bank. TOTAL ORDER: $ Payment Pay by Credit Card Online Check / Money Order (Order will process after payment clearing.) Payable: Nick Hodges Mail to: 2555 E. Chapman Ave, #711 Fullerton, CA Name (First / Last) Shipping Address City State Zip (required) Phone # - - Fax # - -