{"product_id":"the-roi-within-grow-without-new-clients-series-7-courses-0-2-nano-cpe-each","title":"The ROI Within – Grow Without New Clients Series: 7 Courses (0.2 Nano CPE Each)","description":"\u003ch2\u003eStop Chasing New Leads. Your Best Growth Is Already  On Your Client List.\u003c\/h2\u003e\n\u003cp data-start=\"210\" data-end=\"322\"\u003eGet all \u003cstrong\u003e7 Nano Course\u003c\/strong\u003es in one bundle and turn retention, segmentation, advisory upsells, and referrals into a simple, repeatable growth system — in minutes per course. \u003c\/p\u003e\n\u003ch2 data-start=\"455\" data-end=\"473\"\u003eWhat You Get\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli data-start=\"806\" data-end=\"841\"\u003e\n\u003cp data-start=\"808\" data-end=\"841\"\u003e\u003cstrong data-start=\"808\" data-end=\"841\"\u003e7 expert-written Nano Courses\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"806\" data-end=\"841\"\u003e\n\u003cp data-start=\"808\" data-end=\"841\"\u003e\u003cstrong data-start=\"808\" data-end=\"841\"\u003e\u003c\/strong\u003e\u003cstrong data-start=\"844\" data-end=\"868\"\u003eEach course: 0.2 CPE\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"869\" data-end=\"921\"\u003e\n\u003cp data-start=\"871\" data-end=\"921\"\u003eBuilt for \u003cstrong data-start=\"881\" data-end=\"921\"\u003epractical, real-world firm scenarios\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"922\" data-end=\"961\"\u003e\n\u003cp data-start=\"924\" data-end=\"961\"\u003e\u003cstrong data-start=\"924\" data-end=\"961\"\u003eLearn in 10–15 minutes per course\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"962\" data-end=\"1042\"\u003e\n\u003cp data-start=\"964\" data-end=\"1042\"\u003e\u003cstrong data-start=\"964\" data-end=\"1000\"\u003eDownloadable reference materials\u003c\/strong\u003e and real-world examples (when applicable)\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"1049\" data-end=\"1074\"\u003eWho This Bundle Is For\u003c\/h2\u003e\n\u003cp data-start=\"1075\" data-end=\"1124\"\u003eFor tax and accounting professionals who want to:\u003c\/p\u003e\n\u003cul data-start=\"1125\" data-end=\"1302\"\u003e\n\u003cli data-start=\"1125\" data-end=\"1170\"\u003e\n\u003cp data-start=\"1127\" data-end=\"1170\"\u003eGrow revenue \u003cstrong data-start=\"1140\" data-end=\"1170\"\u003ewithout adding new clients\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1171\" data-end=\"1243\"\u003e\n\u003cp data-start=\"1173\" data-end=\"1243\"\u003eBuild repeatable systems for \u003cstrong data-start=\"1202\" data-end=\"1243\"\u003eretention, cross-sells, and referrals\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"1244\" data-end=\"1302\"\u003e\n\u003cp data-start=\"1246\" data-end=\"1302\"\u003eConvert seasonal relationships into \u003cstrong data-start=\"1282\" data-end=\"1302\"\u003eyear-round value  \u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-start=\"913\" data-end=\"935\"\u003eIncluded Courses\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eCourse 1: Hidden Gold – The ROI Within Your Existing Client Base - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eThis nano-learning course teaches tax and accounting professionals how to unlock sustainable growth by maximizing the value of their existing client base. Through practical examples and clear frameworks, it demonstrates how small activation strategies—focused on retention, service expansion, and referrals—can significantly increase revenue without additional marketing spend. Participants will learn how relationship rhythm, proactive communication, and lifetime value thinking transform everyday client interactions into meaningful business opportunities.\u003c\/p\u003e\n\u003cp data-start=\"1983\" data-end=\"2058\"\u003e\u003cstrong\u003eCourse 2: Segment to Scale – Turning Your Client List Into a Profit Map - 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eThis nano-learning course teaches tax and accounting professionals how to increase revenue and improve service delivery by segmenting their existing client base. Participants learn a simple three-lens segmentation method—life stage, service tier, and behavior—to build a dynamic “client profit map” that guides personalization, prioritization, and scalable advisory growth without adding new clients.\u003c\/p\u003e\n\u003cp data-start=\"2461\" data-end=\"2528\"\u003e\u003cstrong\u003eCourse 3: From Prep to Planning – The Power of Advisory Upsells - 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eThis nano-learning course shows tax and accounting professionals how to move clients from compliance work into proactive advisory services. Participants learn how to recognize advisory-ready clients, package outcome-based offers, and use streamlined proposals to grow recurring revenue without adding new clients.\u003c\/p\u003e\n\u003cp data-start=\"2844\" data-end=\"2923\"\u003e\u003cstrong\u003eCourse 4: Life Events = New Revenue — Cross-Sells That Serve Clients Better - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eThis Nano explores how to anticipate client milestones, start meaningful conversations, and use simple automation to deliver the right help at the right time. \u003c\/p\u003e\n\u003cp data-start=\"3084\" data-end=\"3153\"\u003e\u003cstrong\u003eCourse 5: Referrals and Reviews — The Growth Loop You Already Own - 0.2 Nano CPE\u003c\/strong\u003e\u003cbr\u003eThis 12-minute nano-learning course shows tax and accounting professionals how to generate steady referrals and reviews using a simple, repeatable client-advocacy system. Participants learn how to ask at the right moments, use straightforward scripts, and leverage automation to strengthen digital credibility and create ongoing growth.\u003c\/p\u003e\n\u003cp data-start=\"3492\" data-end=\"3577\"\u003e\u003cstrong\u003eCourse 6: The Retention Engine — Turning Seasonal Clients into Year-Round Revenue - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eThis 11-minute nano-learning course teaches tax and accounting professionals how to escape the “seasonal trap” by building a retention engine that keeps clients engaged year-round. Participants learn the Retention Equation (relevance + rhythm + relationship), why retention dramatically increases profitability, and how to implement a four-part automated framework — onboarding, quarterly value moments, segmented content playbooks, and proactive renewals — to reduce churn and grow recurring revenue with existing clients.\u003c\/p\u003e\n\u003cp data-start=\"4103\" data-end=\"4193\"\u003e\u003cstrong\u003eCourse 7: Payroll \u0026amp; Expansion — Turning a Compliance Headache into an Advisory Gateway - 0.2 Nano CPE\u003cbr\u003e\u003c\/strong\u003eThis 13-minute nano-learning course shows tax and accounting professionals how to turn payroll into a high-value advisory gateway instead of a low-margin compliance task. Participants learn how payroll insights improve retention, reduce risk, and open the door to recurring advisory services like compensation planning, classification guidance, and cash-flow support.\u003c\/p\u003e\n\u003ch2 data-start=\"2573\" data-end=\"2596\"\u003eLearning Objective\u003c\/h2\u003e\n\u003cp data-start=\"4591\" data-end=\"4651\"\u003eAfter completing this series, professionals will be able to:\u003c\/p\u003e\n\u003cul data-start=\"4652\" data-end=\"5351\"\u003e\n\u003cli data-start=\"4652\" data-end=\"4753\"\u003e\n\u003cp data-start=\"4654\" data-end=\"4753\"\u003eIdentify high-ROI growth opportunities inside an existing client base using lifetime value thinking\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"4754\" data-end=\"4868\"\u003e\n\u003cp data-start=\"4756\" data-end=\"4868\"\u003eSegment clients using a three-lens method (life stage, service tier, behavior) to prioritize outreach and offers\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"4869\" data-end=\"4949\"\u003e\n\u003cp data-start=\"4871\" data-end=\"4949\"\u003eRecognize “advisory-ready” moments and package outcome-based planning services\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"4950\" data-end=\"5039\"\u003e\n\u003cp data-start=\"4952\" data-end=\"5039\"\u003eUse life events to trigger timely cross-sell conversations that improve client outcomes\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"5040\" data-end=\"5130\"\u003e\n\u003cp data-start=\"5042\" data-end=\"5130\"\u003eImplement a repeatable referrals-and-reviews workflow with simple scripts and automation\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"5131\" data-end=\"5245\"\u003e\n\u003cp data-start=\"5133\" data-end=\"5245\"\u003eBuild a retention engine using relevance + rhythm + relationship to reduce churn and increase year-round revenue\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"5246\" data-end=\"5351\"\u003e\n\u003cp data-start=\"5248\" data-end=\"5351\"\u003eReposition payroll from a low-margin task into an advisory gateway with recurring service opportunities\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2 data-end=\"108\" data-start=\"82\"\u003eYour Instructor\u003c\/h2\u003e\n\u003cp data-end=\"456\" data-start=\"109\"\u003e\u003cstrong data-end=\"168\" data-start=\"109\"\u003eLee Thomas Reams II, Founder \u0026amp; CEO, CountingWorks, Inc.\u003cbr\u003e\u003c\/strong\u003e\u003cbr data-end=\"171\" data-start=\"168\"\u003eA pioneer in AI-driven practice management, Lee has spent decades helping firms modernize marketing, communication, and workflow automation. As the visionary behind \u003cstrong\u003eMAX AI and CountingWorks PRO\u003c\/strong\u003e, he brings deep insight into how professionals can harness AI to work smarter — not harder.\u003c\/p\u003e\n\u003ch2 data-end=\"483\" data-start=\"463\"\u003eCourse Details\u003c\/h2\u003e\n\u003cdiv class=\"TyagGW_tableContainer\"\u003e\n\u003cdiv class=\"group TyagGW_tableWrapper flex w-fit flex-col-reverse\" tabindex=\"-1\"\u003e\n\u003ctable class=\"w-fit min-w-(--thread-content-width)\" data-end=\"1573\" data-start=\"484\"\u003e\n\u003cthead data-end=\"591\" data-start=\"484\"\u003e\n\u003ctr data-end=\"591\" data-start=\"484\"\u003e\n\u003cth data-col-size=\"sm\" data-end=\"508\" data-start=\"484\"\u003e\u003cstrong data-end=\"496\" data-start=\"486\"\u003eDetail\u003c\/strong\u003e\u003c\/th\u003e\n\u003cth data-col-size=\"md\" data-end=\"591\" data-start=\"508\"\u003e\u003cstrong data-end=\"525\" data-start=\"510\"\u003eInformation\u003c\/strong\u003e\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003c\/thead\u003e\n\u003ctbody data-end=\"1573\" data-start=\"701\"\u003e\n\u003ctr data-end=\"809\" data-start=\"701\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"725\" data-start=\"701\"\u003e\u003cstrong data-end=\"720\" data-start=\"703\"\u003eProgram Level\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"809\" data-start=\"725\" data-col-size=\"md\"\u003eIntermediate\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"918\" data-start=\"810\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"834\" data-start=\"810\"\u003e\u003cstrong data-end=\"829\" data-start=\"812\"\u003ePrerequisites\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"918\" data-start=\"834\" data-col-size=\"md\"\u003eBasic \u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1027\" data-start=\"919\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"945\" data-start=\"919\"\u003e\u003cstrong data-end=\"944\" data-start=\"921\"\u003eAdvance Preparation\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1027\" data-start=\"945\" data-col-size=\"md\"\u003eNone\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1136\" data-start=\"1028\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1052\" data-start=\"1028\"\u003e\u003cstrong data-end=\"1048\" data-start=\"1030\"\u003eField of Study\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-col-size=\"md\" data-end=\"1136\" data-start=\"1052\"\u003eBusiness Management \u0026amp; Organization\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1246\" data-start=\"1137\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1161\" data-start=\"1137\"\u003e\u003cstrong data-end=\"1155\" data-start=\"1139\"\u003eCredit Hours\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1246\" data-start=\"1161\" data-col-size=\"md\"\u003e0.2 CPE (Nano Learning)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1355\" data-start=\"1247\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1271\" data-start=\"1247\"\u003e\u003cstrong data-end=\"1268\" data-start=\"1249\"\u003eDelivery Method\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1355\" data-start=\"1271\" data-col-size=\"md\"\u003eNano Learning\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1464\" data-start=\"1356\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1380\" data-start=\"1356\"\u003e\u003cstrong data-end=\"1377\" data-start=\"1358\"\u003eCPE Eligibility\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-col-size=\"md\" data-end=\"1464\" data-start=\"1380\"\u003eCPAs only (EAs and other professionals may attend for educational benefit)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr data-end=\"1573\" data-start=\"1465\"\u003e\n\u003ctd data-col-size=\"sm\" data-end=\"1489\" data-start=\"1465\"\u003e\u003cstrong data-end=\"1484\" data-start=\"1467\"\u003eRefund Policy\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd data-end=\"1573\" data-start=\"1489\" data-col-size=\"md\"\u003eFor refund, complaint, or cancellation policies, call 1-800-384-1101\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003ch2 data-start=\"3038\" data-end=\"3059\"\u003e\u003cbr\u003e\u003c\/h2\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eCountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. \u003c\/span\u003e\u003cspan\u003eState boards of accountancy have final authority on the acceptance of individual courses for CPE credit. \u003c\/span\u003e\u003cspan\u003eComplaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:\u003c\/span\u003e\u003ca href=\"https:\/\/www.nasbaregistry.org\/\"\u003e\u003cspan\u003e \u003c\/span\u003e\u003cspan\u003ewww.nasbaregistry.org\u003c\/span\u003e\u003c\/a\u003e\u003cspan\u003e.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-start=\"6735\" data-end=\"6778\"\u003eGet the Bundle — Or Join Total Practice\u003c\/h3\u003e\n\u003cp data-start=\"6779\" data-end=\"6789\"\u003eYou can:\u003c\/p\u003e\n\u003cul data-start=\"6790\" data-end=\"7019\"\u003e\n\u003cli data-start=\"6790\" data-end=\"6874\"\u003e\n\u003cp data-start=\"6792\" data-end=\"6874\"\u003e\u003cstrong data-start=\"6792\" data-end=\"6799\"\u003eBuy\u003c\/strong\u003e the full \u003cstrong data-start=\"6809\" data-end=\"6854\"\u003eThe ROI Within – Grow Without New Clients\u003c\/strong\u003e series bundle, or\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"6875\" data-end=\"7019\"\u003e\n\u003cp data-start=\"6877\" data-end=\"6909\"\u003e\u003cstrong data-start=\"6877\" data-end=\"6900\"\u003eJoin Total Practice\u003c\/strong\u003e and get:\u003c\/p\u003e\n\u003cul data-start=\"6912\" data-end=\"7019\"\u003e\n\u003cli data-start=\"6912\" data-end=\"6932\"\u003e\n\u003cp data-start=\"6914\" data-end=\"6932\"\u003eAll Nano Courses\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"6912\" data-end=\"6932\"\u003e\n\u003cp data-start=\"6914\" data-end=\"6932\"\u003eDeep Dives\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"6952\" data-end=\"6973\"\u003e\n\u003cp data-start=\"6954\" data-end=\"6973\"\u003eMicro-Tax Updates\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli data-start=\"6976\" data-end=\"7019\"\u003e\n\u003cp data-start=\"6978\" data-end=\"7019\"\u003eUnlimited access to our full CE library\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"CountingWorks Learning Center","offers":[{"title":"Default Title","offer_id":52173959725345,"sku":"GROWTH","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0452\/7377\/files\/CPE-ROI-C4-881x728_1.jpg?v=1766774625","url":"https:\/\/www.taxcpe.com\/products\/the-roi-within-grow-without-new-clients-series-7-courses-0-2-nano-cpe-each","provider":"CountingWorks Learning Center","version":"1.0","type":"link"}