World-class Training

CPA Direct University is a comprehensive multi-day training program designed to guide you through the process and fundamentals of our program. The key to your success is special knowledge, preparation and strengthening the strategic business relationship created between you and CPAs you work with through America’s Tax Solutions ®. We provide you the tools and training you need to succeed!

Topics covered

  • Making the most of the CPA Direct Program
  • CPA Value Proposition
  • Your role as a wealth preservation consultant
  • Mastering products and strategies
  • Finding sales
  • Managing the CPA relationship
  • Program goals and expectations
  • Business development process and working with our team
  • Client communication process
  • Workshop follow-up system
  • ATS marketing plans
  • Discovering branding opportunities
  • Presentation techniques

More about

CPA Direct University

CPA Direct University takes place over three days, with the first day (Wednesday) beginning at 1pm, with training concluding at 3pm on the third day (Friday). Training is scheduled for the second week of every other month. Full attendance required.

There is no better way to eliminate the volatile sales cycle than through the CPA Direct program.

Contact Us to Learn More

If you would like to attend our next CPA Direct University, look at our upcoming events page.

Upcoming Events

Testimonials

“It is extremely hard to do be both a CPA and an Advisor, but it can be done successfully with the right training and know how that I received from Table Bay.”
Larry L.
California
“I learned about the liability that could exist for many of my clients if they don’t have their IRAs done correctly. Every CPA, attorney and investment professional should attend this training.”
Mick A.
California
“In this economic time, this couldn’t be more of a perfect strategy to work with CPAs and attorneys. I learned how to take what’s happening in the economy and harness that to really help people.”
John L.
California
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