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GROWING YOUR BUSINESS: PRESSING A CLIENT'S "HOT BUTTONS" TO INCREASE REVENUE

4.7 (64)

Mark Ferris, BA & LLB

Panalitix Pty Ltd

Tuesday, December 03, 2019 | 02:00 PM EDT

  • CPA

1 Credit

FREE

Subject Area

Business Management and Organization

Upcoming Webinars

Course Description

Being an accountant, a CPA or a tax professional means that you’re acting as an advisor to your clients in one way or the other. 

But often, accountants who aspire to be advisors often focus on their own skill-sets and comfort zones and opportunities are missed when accountants fail to connect on the matters of critical importance to clients. You don’t want to be one of them, do you? As an advisor, you need to consider the topics which matter to the business owners or managers. What keeps them awake at night? What will REALLY make a difference in their businesses? What are their strategic priorities? This free CPE webinar will help attendees identify 

  • How to identify what matters the most to your clients.
  • Ways to get to the strategic core of a client's business.
  • Focus on having strategic conversation with your clients.
  • 7 important business metrics which stimulate business owners to action will be the focus of this session.

Learning Objectives

  • Proposing and selling advisory projects
  • Identifying the strategic objectives of clients
  • Having strategic conversations with clients
  • Finding business metrics which drive client success / Helping Clients to Plan
  • How to build a scalable advisory services model

Who Should Attend?

  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeeper
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Tax Firm
  • Young CPA

Testimonial

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4.7

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