JJ THE CPA's

                 

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GROUP FIFTY: 1

LIMITED TO 50 OF THOSE THAT SIGN UP NOW, FOR ALL 2021

THAT'S THE CATCH.

 

THEN THE MONTHLY SEMINAR WILL BE MARKED PRIVATE FOR THE REMAINDER OF 2021, AND NOT AVAILABLE OTHERWISE. 

THIS SEMINAR WILL THEN ONLY BE AVAILABLE TO THE 50.

I stopped taking on new clients in 2018.  Why?  My clients need my advice constantly, and I can't create more time.  So I created a private client group and let 10 staff move on, along with well over 1,000 clients.  Best move ever, for my clients!  This seminar.  It puts you in a position to listen in to the advice that I provide to this select client group, that no one else gets to hear.  And for me, I get to share this same advice with 50 individuals in a time efficient manner for me, and effective way for this group of 50.  This is best suited for those that are looking to pick up ideas to take to their advisers, that may not have as much time available as I do, to think though... what's next!  Sound pretty hokey?  My client list now only comprises of clients I have served for well over 10 years, if not 20, and without question pay me $400 an hour for my advice, if not already on a monthly retainer.  I could provide a bunch quotes from my clients that would help convince you, however, if you have read to here, you already know this is a real deal.

So here's the catch. 

I commit to you for the remainder of 2021, and you commit to me, for the remainder of 2021.

Each month, I will share with you for 3 hours, what I share with my clients.  And for that commitment all I ask is you simply pay for the next 11 months up-front at NO MORE COST for each seminar than what you paid for Sunday's. $97 per month.  And this is cheesy, but I will say it anyway... at a discount (hate the word discount because I ain't no discount  CPA).

What is 11 months at $97 per month?  Yep, I am the CPA.  It is $1,067. 

I would rather round this down to $997.

So, if you like(d) the monthly strategy seminar.  Think my information is of value.  And would like to be one of the 50 in my private group, consider this an opportunity to interact with JJ the CPA each month and get ideas, tips, info, the 411 that I am NOT throwing up on YouTube for the world.

When our group hits 50, it will be closed immediately, and marked PRIVATE.

So here it is.  I don't plan to do this monthly strategy seminar ala carte or with a monthly payment plan because it is about the commitment.  The catch is this though.  And this is bold.  There won't be any refunds because honestly, my time for one seminar, if you were a client, is worth what  you are paying for the next 11 months.  REMEMBER:  If you ever can't make a seminar, you will get a recording of it to re-watch for 28 days after each seminar.  Oh, and remember, this is by Zoom, and you can watch from your phone while on your private yacht in the south Pacific.

ONCE 50 HAVE SIGNED UP FOR THIS

MONTHLY SEMINAR by

LOCKING IN THE REMAINDER OF 2021

 

IT WILL BECOME

A PRIVATE GROUP

& WILL NOT BE OPEN TO ANYONE ELSE FOR THE REMAINDER OF 2021. IT WILL NOT BE PROVIDED OTHERWISE.

You already know the below, but worth digesting it again...

As a CPA, I am limited on what I can share on my YouTube channel because of the information I provide! 

The Zoom seminar allows me to share more with you!

See, with a Zoom webinar, I am more free to share with you, what I am sharing with my clients because I can share the information [privately] and ensure you have documentation to go along with what I talking about, with you.  I have a duty as a CPA to provide the "public" with good information, which is what I provide in my YouTube videos.  In a Zoom seminar, a more personal setting, I can add more value to the information I am sharing as I can limit the audience and control the information I am sharing. 

JJ's Monthly Strategy Seminar:

WHAT DOES THIS COVER?

Everything JJ the CPA

shares with his clients each month

& never shares on YouTube

2 Hours + 1 Hour of Q&A

= 3 Hours Each Month

Over 11 Months...

that's 33 hours of

JJ the CPA

 

Video of each month's seminar will be available for you to re-watch for 28 days. It won't be available to the public. 

In short, even if you watch ALL my YouTube videos, you are only getting about 25% of what I provide to my private clients in my CPA practice.

WHAT I WILL COVER EACH MONTH? Of course tax strategies, tax updates and new tax laws AS WELL AS INFORMATION on anything related to the financial aspect of my clients that month which includes (depending on the month) banking & loans issues, real estate, retirement, cash flow, financial statements, insurance, financial issues (not stocks) and management planning (many times coinciding with the economy). IN SHORT, WHATEVER I AM TELLING MY CLIENTS, I WILL BE TELLING YOU!

 

WILL I GET ANY MATERIALS TO FOLLOW ALONG? Yes! I will provide you a copy of the materials I will cover, a copy of the Power Point presentation (in pdf), any notes, memos, forms and/or links I am providing to my clients that month. At no extra fee.

 

GOT AN ADVISER YOU MEET WITH MONTHLY? Do you currently have such an adviser that is sitting down with you routinely, monthly, keeping you apprised of your financial world? While this seminar could never replace the services of your personal adviser, this definitely will help guide you not only with what you need to consult with your advisers, but when.

 

THIS SEMINAR IS AN ADDED VOICE TO YOUR CIRCLE OF ADVISERS: Not all CPA's have time to meet with their clients as often as I do, but that is because I have designed my CPA practice differently than most.

 

[Limited to 50]

WHAT JJ THE CPA IS ADVISING OF HIS PRIVATE CLIENTS RIGHT NOW!

 

IS THIS JUST ABOUT TAX? No sir! No ma'am! It's everything I advise my clients on. See more below!

 

HERE IS A SECRET! In my YouTube videos, I only share about 25% of what I advise my clients each month. In this Zoom, I will cover it all.

 

I AM NOT TAKING ON NEW CLIENTS! This is the only way you will learn what I am sharing with clients each month.

 

I CHARGE MY CLIENTS $400 PER HOUR! No joke. What is the cost of the seminar?  THIS SEMINAR IS 2 HOURS. While the advice is not tailored to you specifically, like my clients, this puts your hourly rate for my CPA information at an obviously lower rate.  And that doesn't even count that I will go another 1 hour to address as many questions as I can.

 

SIGN UP NOW! 50 spots and then I am closing this group.

 

WHEN was the last time you truly strategized your taxes along side your financial picture?  What you think others are strategizing about? Want to know what the looks like and experience it? I have 28 years of experience, and a proven track record of not only saving my clients thousands, if not tens of thousands of dollars in annual tax savings, but also helping with them make decisions in just about everything related to their financial world.

 

SOUND LIKE HYPE? Ask my clients. Nope!

 

WHAT’S THE FEE? $997 for remainder of 2021

 

WHO SHOULD DO THIS? Sophisticated minded individuals, self-employed, small business owner, sole-proprietor, real estate owner, entrepreneur, investor, whether just starting out or seasoned, whether LLC, S-Corp, Partnership, C-Corp, Single Member LLC, Incorporated or Unincorporated... or just someone wanting to know what advice I am providing to my clients right now, you will gain value from this seminar.

 

Sign up! 

Maybe it's just me, but being a

PRIVATE GROUP

at least sounds cool!

See I am not selling you.

Let me close with this,

& you know it's true.

You've never met a CPA,

quite like me!

JJ the CPA

Over 27 years of tax experience

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