Text Summary Of This Email
Turning your side hustle into your main gig, plus delicious dining in Orlando
This week, we talk acquiring clients, pesky emails, and delicious dining in Orlando. By the way, there's only
one week left of the Early Bird sale! Additionally, the deadline for grabbing 85% off a resort stay at the Four Seasons Orlando ison Monday, June 3rd.
Did you know you're entered to win a free CPE course each week just by receiving this newsletter? Scroll to the end to see if you're this week's winner.
Welcome to Dear Western, where you ask the Western Experts questions regarding your firm, tough clients, or general (non-tax) things. All submissions are anonymous. To submit questions, send an email to .
Im a new CPA, working for a firm. I want to build my own practice on the side and eventually shift to that full time.What's the most effective way of getting clients? I've been doing drop-ins at local businesses and giving them my cards or sending out cold emails, and Im not seeing a lot of traction yet. Are there any better ways that I can approach this?
Response:
A great way to start picking up new clients is to join your local State CPA Society and become active with their events to network. Some State Societies also have a website that offer opportunities to market your services. Additionally, going to your local Chamber of Commerce events are a great way to network within your community.
Id also suggest utilizing social media to also check out local firms and reaching out to them, with the intent of setting up meetings with them.
Of course, hiring a marketing team is always an option, but when youre just starting out, this may not be the most fiscally responsible choice.
Setting up a website is also a good way to attract new potential clients. If you have any past clients, ask for quotes to put on the website as well. And, if you choose to use Google, ask past clients for references.
- Mitch Abernethy, CPA
New Courses
New courses added this week:
Installment Sales by Steven Bragg, CPA
Accounting and Reporting for Crypto Assets by Kelen Camehl, CPA, MBA
Accounting for Clubs by Steven Bragg, CPA
Via @thecorporatewolf
Wellness Corner
Do you have a pesky commute into your office every day? Practicing mindfulness by being present and in the moment while commuting can set you up for a successful day.
According to recent studies, stretching daily can help you not only increase your flexibility and posture, but also reduce stress.
Flex your creative muscle by taking up creative writing. Psychology shows that this will help improve mental clarity and emotional health for a less stressful life.
Via @thebig4accountant
Western Course of the Week
This week, we are highlighting Medical, Charitable & Casualty taught by Danny Santucci, JD.
Stay current with critical tax regulations by taking this course that will guide you through identifying deductible medical expenses, managing Health Savings Accounts (HSAs), and understanding self-employed health insurance.
Purchase this course by midnight on June 7th and receive 25% off by using coupon code MEDICAL25.
Conference Highlight: Orlando, FL
Our Orlando conference is on July 9th-13th, and we know you're hungry for knowledge. But what about after courses end? We've highlighted some delicious places in Orlando that are sure to wake up your taste buds.
Featured dining:
Capa, the Michelin-starred restaurant located in the Four Seasons Orlando, is a Spanish-inspired dining experience with everything from unique tapas to savory steaks.
With a name like The Waterfront, you know the views will be spectacular. This lakeside restaurant offers modern American comfort food and fantastic brunch options.
The Artisan's Table serves modern American food with a global twist for an eclectic dining experience that you won't soon forget.
If youre interested in attending this conference, make sure to reserve your room now, because the room discount ends on 6/3.
Western Newsroom Recap
Read about tax and accounting news from our Western CPE experts on our blog.
Coupon Clippings:
Early Bird pricing for our CPE conferences offers up to a 35% discount.
Western Giveaway:
This weeks free CPE course winner is: Anna Abbott. Anna, to claim your free course, please respond to this email, and our Customer Experience team will make sure its added to your account.
Want to win a free 1 CPE credit course? Theres only one thing you need to do: read The Memo each week. Every Friday, well announce the winner here.This weeks free course is: Excel Data Analysis Tools by Steve Bragg, CPA. Check back next week to find out if youre a winner.
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Western CPE, LLC, PO Box 3987, Bozeman, MT 59772, United States
