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“The Keys to Excellence”
Professional Education Seminars


Theory versus practice

Theories are okay for textbooks, but they are not enough for the real world of professional practice. Sometimes participants leave a seminar wondering, “So what should I do about this?” Professionals need practical, real world, how to information. Dave Cottle had twelve years of practical professional experience starting, building, and managing a very successful practice before he became a consultant, speaker, and author. He knows the frustration caused by overly theoretical, impractical programs with an ivory tower approach.

Sure, our seminars give the theories and concepts behind the ideas. But we go beyond that to provide practical advice for implementing the ideas in the participant’s practice. Our seminars are filled with practical case studies — realistic situations that participants might face in their practice.

We can customize any seminar to meet your specific needs as to length, level of participants, subjects stressed, and method of presentation. We will happily discuss ways to adapt our services to your individual needs.

All seminars are led by David Cottle, personally.

For more information on any seminar, contact us directly by phone, fax, postal mail or e-mail.

 

 

 

CONTENTS

Four Dimensional Client Service: How to expand any size practice by offering a financial supermarket of “Value-Added Services” what they’re worth

Managing for profitability: How winning professionals earn what they’re worth

Discover the fortune lying hidden in your practice!

Client-centered service: How to keep them coming back for more

How to turn clients into cheerleaders

Getting new clients: The key to a growing firm

Marketing the excellent firm: How to stand above the crowd

Finding your niche: The key to special-industry marketing

All your assets go home every night: The key to excellent personnel leadership and management

The productive professional The key to high output for yourself and your assistants

High output management

Bill what you’re worth and collect what you bill

How to split the firm’s profits

 

Four Dimensional Client Service: How to expand any size practice by offering a financial supermarket of “Value-Added Services”

Abbreviation: FDCS

Many CPAs face increasing fee pressures and client losses to competitors. They work long hours during the busy season while struggling to keep staff busy the rest of the year. Unable to differentiate their firm or their services from their competitors, they may resort to fee-cutting and desperate marketing tactics..

Four Dimensional Client Service shows CPAs how to:

  • Differentiate all their services, even compliance services, to allow them to charge above-average fees
  • Supplements traditional time-billed compliance services with value-billed services
  • Even out their work in the off-season.
  • Use compliance services as feeders for value-added services
  • Use recommendations arising from compliance services to lead to other, more valuable services
  • Price value-added services based on value to the client, not on hours expended.

Overview

  • Comparison of compliance services and value-added services
  • The four most important characteristics of value-added services
  • How to use value-added services to generate off-season work
  • 58 clues to tax and financial planning services on your client’s 1040
  • “If nothing keeps your client awake, maybe you have not asked the right question.”
  • How to get clients to stop procrastinating on personal financial planning and estate planning
  • How to upgrade marginal clients
  • How to use the “client contact program” to strengthen relations with your “A” clients
  • What “How much is this going to cost?” really means

Contents: Professional Education Seminars


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Managing for profitability: How winning professionals earn what they’re worth

Abbreviations: MFP-1 (one day) and MFP-2 (two days)

Lots of firms — some as small as six people — have average net income per partner of $200,000 per year, $300,000, and more. And they don’t work any harder than partners making far, far less! They know how to create a highly profitable firm that provides them financial security. This seminar shows you how to use the same management techniques that the super-profitable firms do. Dave Cottle shares with you the most successful management techniques used by the overachievers among the hundreds of professional firms with whom he has worked. Many firms are wasting time trying to invent solutions to problems that have already been solved a hundred times. They just don’t know that these solutions are available.

This seminar shows you how to:

  • Analyze your firm like a business and learn how much money you are really making.
  • Get more chargeable hours without more overtime.
  • Raise billing rates up to 21% for staff and 32% for partners with no adverse client reaction. . . and collect at least 95 percent of the increase.
  • Improve net income materially within one year and dramatically within two years.
  • Know which clients to keep. . . and which to throw out.

Participants’ comments

  • I have been to two of David Cottle’s education seminars; they are among the best practice management courses I have ever attended. Jon S. Danforth
  • The best practice management seminar I have attended. Bill Miller
  • One of the best seminars I have attended in several years. Name withheld
  • Excellent — will suggest to bring into firm for a session. Tom Buresh
  • One of the best and most informative seminars I have ever attended. Randy Post
  • He knows his material inside and out. Dave makes a great use of real life experiences in his presentation. He delivers practical solutions to daily real life situations. Alan Douglas
  • This was FAR AND AWAY the best practice management seminar I’ve ever attended, both for practical suggestions and motivation for change. [Emphasis in the original.] Name Withheld [Partner with 15 years of experience]

Objectives

To improve participants’ net income per partner by 50 percent within one year and 100 percent within two years. Specifically, to develop action plans to increase billable hours per person, reduce writedowns, increase the number of employees supervised by each partner, and increase billing rates to build a firm that supports an appropriate level of profits.

Overview

The program covers

  • How much money are you really making?
  • Why your financial statements can mislead you
  • Managing by the numbers behind the numbers
  • Twenty-three ways to bill more for the same work
  • The only four ways to increase billing rates. . . and make clients love you for it!
  • Six ways to increase chargeable hours without overtime
  • The hidden dangers of cost cutting
  • How to find the time you need to render those extra high-value services to your better clients
  • How to upgrade the profitability of your marginal clients
  • Which clients to accept and which to reject

Contents: Professional Education Seminars


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Discover the fortune lying hidden in your practice!

Abbreviation: HID (one-half day)

Most professionals do not make what they are worth. Those who make $200,000 per year do not work four times harder than those who make $50,000 per year. They just work smarter. They know how to have a profitable firm to give them financial security. Many people waste time trying to invent solutions to problems that have already been solved. They just don’t know that these solutions are available. This seminar shows how to earn more. If you use the same management techniques that the super-profitable firms do, they will also work for you. David Cottle shares with you some of the most successful techniques used by the overachievers among the hundreds of professional firms with whom he has worked. This seminar shows you:

  • Two top causes of professionals not making enough — and what you can do about them
  • How you can get more chargeable hours without more overtime
  • How you can raise billing rates up to 10% for staff and 20% for partners with no adverse client reaction . . . and collect most of the increase
  • How you can improve net income per partner materially literally with the stroke of a pen and dramatically increase your income within two years.

Participants’ comments

  • I plan to immediately start implementing changes to improve my practice shortfalls. The best money I have spent for a seminar. Dennis Pritchard
  • Program is great! Great job! Jerry Flexer
  • Last year we had 70% growth but I should have implemented these changes and I could had 100% growth which is $18,000 more in my pocket. Thanks!
  • Best part of the conference, very useful information.
  • Excellent. Very well prepared.
  • This was the best session of the four day conference.
  • Excellent. Got some worthwhile ideas.

Objectives

To improve participants’ billing rates by 10 to 20 percent within one year. To increase participants’ chargeable hours by 10 percent with no increase in total hours.

Overview

This half-day version of Managing for Profitability covers

  • How much money are you really making?
  • How to analyze your firm like a business
  • How not to make more money
  • Two simple (but not easy) ways to increase chargeable hours without overtime
  • The only four ways to increase billing rates. . . and make clients love you for it!

Contents: Professional Education Seminars


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Client-centered service: How to keep them coming back for more

Abbreviation: SERV (one day)

Firms whose service quality as perceived by clients is in the top third earn twice as much as those in the bottom third and gain market share at the expense of the bottom firms. Quality has been overused so much as to be almost meaningless. Yet clients do have specific characteristics they look for in judging the quality of your services — characteristics they are willing to pay extra for. Learn how to make quality service a competitive opportunity instead of merely a defense against malpractice claims. This seminar (adapted from the David Cottle’s highly-acclaimed book by the same name) shows you what clients really expect from you, what they will to pay extra for, and how to deliver it. The result? You can manage the client relationship to increase profits and increase client referrals.

Participants’ comments

  • A refreshingly positive approach to identify importance of quality in customer satisfaction and direct financial benefits to be achieved. Examples from life were very telling. Ivor W. M. Jones
  • I learned how to raise billing, fees and profitability of firm and how to speak to clients. Larry E. Hoffman
  • Bring him back next year. . . . The program was tailored to our group. Pat Rogers
  • I learned to . . . bill more for services. . . . I will make more money. Not only was the seminar enlightening, but also will be profitable. Richard S
  • The speaker gave me three things I can do right now. Ken George
  • Your efforts were very much appreciated and in fact [our] office on [the following] morning was “buzzing.” J. Matthew
  • The best presentation I have attended. Name Withheld
  • Best MAP seminar I have attended.
  • Very good — one of most useful seminars I have gone to [participant circled this comment for emphasis.]. Name Withheld [Partner with 32 years experience]

Objectives

To increase client retention and client loyalty by improving the firm’s ability to render services that the client perceive as high quality.

Overview

Five times as many clients change firms over poor quality service than over price. This (one of our most popular) seminar helps all professionals render service that clients perceive as high quality.

  • Why quality service pays big dividends the surprising marketing and profit consequences of quality
  • What clients mean by quality service. The service quality equation your report card from your clients. The missing side of quality. How to turn customers into cheerleaders
  • Why word of mouth advertising is so powerful
  • The moments of truth in client relations
  • Why and how to develop a distinctive image or personality
  • Why and how to find out what people really think of you
  • How to project a quality image and stand above the crowd
  • How to manage the client relationship for profits and referrals

Contents: Professional Education Seminars


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David Cottle Consulting

David Cottle Consulting
3007 Lake Woodward Drive

Eustis, FL 32726

 

Tel: (352) 301-4725
Fax: (772) 673-0293