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Todd Steinberg

New Clients, Inc.
Vice President
todd@newclientsinc.com
(609) 870-8116

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Todd Steinberg offers more than 20 years of experience emphasizing sales, marketing, and business development in marketing accounting services. The scope of Todd’s experience has spanned virtually all aspects of the accounting practice industry. A respected leader in the industry, his experience includes teaching and implementing proven marketing strategies, integrating financial planning and payroll services into accounting practices, outsourcing best practices, and offering forward-looking business advisory services. Todd has also been a featured speaker at regional and national conferences as an authority on marketing accounting services. Todd is Series 7, 66, Life, Accident & Health Licensed.

About Us: New Clients, Inc. is the leader in client acquisition, practice management and practice sales for accountants since 1987. Founded by Bruce Clark, our sales and marketing principles have been taught to over 5,000 accountants. The NCI marketing system is responsible for generating more revenue than any other system in the marketing for accountants space by a wide margin.

Upcoming Live Webinars

SUCCESSION PLANNING: KEYS TO SELLING YOUR PRACTICE

Available Date(s)
Tuesday, October 05, 2021: 1:00PM EDT
Thursday, October 21, 2021: 1:00PM EDT

CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other      

Archived Webinars Offered

SUCCESSION PLANNING: KEYS TO SELLING YOUR PRACTICE

Date RecordedSeptember 16, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

HOW TO GROW YOUR PRACTICE WITH LESS CAPACITY

Date RecordedApril 23, 2018  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

BUYING AN ACCOUNTING PRACTICE - MINIMIZING RISK WHILE MAXIMIZING VALUE

Date RecordedNovember 15, 2017  CostFREE  Course Length1.0 hour  Subject AreaBusiness Management and Organization  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm    

HOW TO LEVERAGE DIGITAL MARKETING TO EXECUTE THE PERFECT SALES PRESENTATION

Date RecordedOctober 9, 2017  CostFREE  Course Length1.5 hours  Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

HOW TO DISTINGUISH YOURSELF IN THE MARKETPLACE AND INCREASE YOUR BOTTOM LINE

Date RecordedAugust 25, 2017  CostFREE  Course Length1.5 hours  Subject AreaOther  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other