Work Less. Earn More. Advise Smarter

Overview

Join former IRS Agent Carlotta Thompson for training for those who want to transform their practice from a traditional compliance service into a profitable, strategy-driven firm. 

In this session, she pulls back the curtain on the exact framework she’s used to help accountants across the country create revenue streams that don’t depend on billable hours — all while helping clients achieve transformational tax and financial results. You’ll learn how to shift from “tax preparer” to trusted strategist, how to structure your offerings for recurring, scalable income, and how to leverage proven tax and acquisition strategies that deliver tangible client ROI — and effortless profitability for you. 

Whether you’re solo, running a firm, or managing a team, this session will redefine how you think about value, revenue and the role you play in your clients’ wealth creation.

Speaker Bio 
Carlotta Thompson, EA & Former IRS Agent 

When Carlotta was 14, she remembers becoming enthralled with a booklet on preparing taxes. She decided then that she wanted to work for the IRS, so she began studying tax law.  After a few years she realized that she had a bigger dream and mission to directly help business owners pay the least tax legally possible, so what began as a ministry has evolved into Carlotta Thompson and Associates.  Today alongside Tax Strategists of America she changes the lives of business owners with a mission of helping them pay the least amount of tax legally possible. 

Highlights

• Turn expertise into effortless income – Learn how to build recurring revenue streams that keep paying you—without adding more hours to your workload. 
• Shift from service provider to strategist – Understand the mindset and model shift that separates compliance workers from high-value advisors. 
• Command premium fees with confidence – Discover how to package and price strategy services so clients pay for outcomes, not hours. 
• Leverage partnerships for scalability – Unlock passive or leveraged income opportunities through white-label programs, affiliate relationships, and licensed frameworks.

Prerequisites

None

Designed For

Objectives

At the conclusion of this one-hour webinar you will be able to: 

• Identify and implement multiple streams of income within accounting firm that generate recurring revenue without direct labor or additional client hours. 
• Differentiate between compliance work and strategic advisory, and structure engagements that position them as indispensable advisors rather than service providers. 
• Package and price strategy services to attract higher-value clients who are eager to pay for results rather than hours. 
• Build scalable systems and partnerships that enable passive or leveraged income (e.g., affiliate programs, white-label strategy services, or licensed frameworks).

Preparation

None

Notice

FICPA Webinars are presented virtually. 
 
Our Webinars include a live presentation with speaker audio, video and PowerPoint presentation.  Attendees can ask questions. The presenter(s) will repeat questions to share with all attendees and answer questions as time allows. Individuals can also reach out to the presenter directly via email after the event.

For more information feel free to call the FICPA Member Service Center at 800-342-3197.