CPA Direct University

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 during CPA Direct University include:

  • 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
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