This was recorded on 2/8/2022.

Course Description:

Do what other tax and accounting professionals only talk about.

You comfortably spend time working IN your business, doing the day-to-day operations.
Working ON your business, to strategically grow your firm, is an advanced move.

A strategic plan puts you squarely in charge of your destiny.

Instead of your business running you, you run your business.

With this framework, you turn your dream firm into a reality. Whether you want to
travel more, pay off your debt or fund your retirement plan, we’ll discuss how to achieve
the things which deeply matter to you.

During this action-packed session we’ll cover:

• How to maintain momentum instead of losing interest.
• Ditch goal setting and its limitations.
• The secret to 3X your business – it’s simple and elegant.

Forget the traditional, boring business plan which you fill out and then shove into the
back of your filing cabinet.

Your strategic plan offers clarity about what to do, what to let go of, and how to grow your
bank account. Consider this your Path to Profits Blueprint.

Speaker Bio

From 2018 to 2022, Loren’s been steadily recognized by HubSpot in its annual list of the world’s top 22 business coaches. As a keynote speaker, Loren delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content marketing events for entrepreneurs, as well as many accounting niche conferences.

This Webinar is under the category of Practice Management and does not count for IRS CE.