The CPA Advantage Edge™ Program will show you how to create powerful alliances with accountants in your territory to eliminate costly prospecting efforts. Start the process of creating a powerful stream of qualified leads today!

Qualification

• Attend an IRA Summit to gain the technical knowledge and sales skills needed to successfully navigate the IRA market
• Review and sign the CPA Advantage Edge™ Agent Letter of Understanding
• Conduct one-on-one coaching session with Table Bay’s Chief Sales & Marketing Officer

Education

• Attend and graduate from the CPA Advantage Edge™ School, a one day program that will teach you how to convert accountants into eager partners
• Conduct and complete all requirements during one-on-one coaching sessions
• Read and study our exclusive CPA Advantage Edge™ Manual

Execution

• Segment your current book of business and identify potential accounting relationships
• Begin the “Never Eat Alone” Program
• Invite current and new accounting relationships to attend the Best Practices Tour
• Host the Best Practices Meeting “Is your Client’s IRA an IOU to the IRS?”

Domination

• Utilize all of the skills and contacts you’ve acquired to totally dominate your local market!

CPA School Agenda Tentative

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An overview of CPA School Agenda program covering undersatnding the CPAs world, how to attract CPAs to work with you, the initial meeting, key components of value, and much more!