Episode #13: Creating a Lifestyle Practice & Enjoying all of its Freedoms featuring Salim Omar

October 04, 2018

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Key Points

  • Salim Omar, Author, Practicing CPA & CPA Practice Coach, in conversation with Ekwa Marketing CEO, Naren Arulrajah
  • Introduction
  • Background
  • Lifestyle practice
  • The creation of a lifestyle practice
    1. The ideal client
    2. The team
  • The client experience
  • Saying no
  • Being an advisory
  • Family
  • Final thoughts

Contact Salim Omar:
Website : www.cpamarketinggenius.com
Website : www.StraightTalkCPAs.com
Call : (732) 566-3660


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