Successful Selling Strategies for CPA Firms

This course will enable your firm to manage sales opportunities, smooth out peaks and valleys in revenue, increase the use of current resources, be more able to predict its resource needs and enhance its overall revenue and cash flow.

Objectives: 

• Develop a genuine sales culture in your firm
• Implement a proven six-step standardized sales methodology
• Develop a consistent sales process for managing your sales pipeline and defining who has sales roles and responsibilities

The course manual includes an appendix of selling tools and templates that you can customize for use within your firm. When you play the DVD on a computer, each tool and template can be separately viewed, saved, and printed.

Prerequisite: Leadership responsibility within a CPA firm.

The sales methodology is presented by Author/Video Moderators Jennifer Wilson (co-founder and owner) and Tamera Loerzel (senior consultant) of ConvergenceCoaching, LLC, and illustrated by a series of dramatic scenes. The video also features Peter Levy, CPA, Director in Charge, Sobel Consulting Services, LLC; John Malone, CPA, J.D., co-founder of Malone & Bailey, PC; and James C. Metzler, CPA, AICPA Vice President–Small CPA Firm Interests.

*(79-min. video) The DVD disk contains the video presentation, a viewable copy of the Manual and a copy of each tool and template that can be viewed, saved and printed.

**The Additional Manual is for group study training only. Unlike other formats, it has no exam answer sheet and cannot be used to earn self-study credit.

View a sample video clip!

The sales methodology is presented by Author/Video Moderators Jennifer Wilson (co-founder and owner) and Tamera Loerzel (senior consultant) of ConvergenceCoaching, LLC, and illustrated by a series of dramatic scenes. The video also features Peter Levy, CPA, Director in Charge, Sobel Consulting Services, LLC; John Malone, CPA, J.D., co-founder of Malone & Bailey, PC; and James C. Metzler, CPA, AICPA Vice President–Small CPA Firm Interests.

* The DVD disk contains the video presentation and a viewable copy of each text exhibit that can be viewed, saved and printed.

** The Additional Manual is for group study training only. Unlike other formats, it has no exam answer sheet and cannot be used to earn self-study credit.