Networking and referrals have always played a role in building professional services practices. In today’s environment, it is much harder to build your client roster solely on referrals and networking alone, but it still plays a crucial role in your overall business development strategy. It is never too early to start building your circle of influence, and it is never too late to fine-tune your circle of influence. The key to success is becoming intentional with building your circle of influence so that it becomes a powerful referral source for you.
There are tons of different ways to build your circle of influence, formal or informal, in-person and online, which can become overwhelming if not done with intention and a plan. In this E-Book CPE course, we will look at who should be in your circle of influence, where to find those individuals, and how to nurture those relationships.
Major topics covered in this E-Book CPE course:
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Founder, The Sales Seed
Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA, but also the most underserved in terms of skill development and training. Ty’s passion is to provide the tools necessary for accountants to not only be successful but also enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.
After working with accounting professionals for close to 20 years in both the accounting profession as CPAs and in the sales industry selling to the accounting market, the Sales Seed Founders recognized an incredible need for sales coaching and sales framework for those in professional services that are on the leadership track and need to grow a book of business. We developed programs and classes for firms looking to provide the necessary tools and resources to develop their potential leaders and grow their firm.
We recognize that sales can be intimidating, whether that means selling their own services or those of their firm, but this is necessary to move up in a career path. With the proper training and framework in place, becoming a “sales person” is actually very simple.
Apr 11th 2022
Allyse Lobonc , CPA (US)
Dec 30th, 2021
Paul Odonnell , CPA (US)
Dec 27th, 2021
Conner Mitchell , CPA (US)
Dec 27th, 2021
It was a good experience - I learned a lot of new ideas about gaining leads.
1 CPD Credit for Chartered Professional Accountant (CPA Canada)
1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
1 CPE Credit for Certified Management Accountants (CMA)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 General Credit for Accountant/Bookkeeper (ACCT./BK)
goodwill impairment testing
segment reporting – a detailed review
lease accounting & reporting – what you need to know
federal tax update e-book – individual & business current developments
annual federal tax update e-book - individuals (form 1040)
annual federal tax update e-book - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)
tax return e-book: partnerships & llcs (form 1065)
tax return e-book: s-corporations (form 1120s)
the unplugged vacation: how accounting firm owners can take a proper holiday without checking emails
how to run a successful cultivation event
conquering cash flow: the complete guide to small business cash flow management
how to answer the eight questions every grant review committee asks
the ultimate lease accounting guide: how to prepare for asc 842
baby boomer investing in the perilous decade
from successful to significant the framework for a high value business transition
Something Just Gone Wrong.