Published: November, 2021
Business Development is crucial to the health of CPA firms and an important factor in the track to partnership for individuals.
The first step in the process of gaining new business is understanding prospecting.
Prospects are one of the greatest keys to increasing revenue but unfortunately, many accounting firms are struggling to grow their prospect lists. Oftentimes, this struggle comes from not knowing how to grow a prospect base in a way that generates results.
This CPE course covers prospecting from start to finish.
While it’s tempting to think that everyone needs your service, in reality, working off this assumption will inevitably lead you down what one call’s the “make no money” path.
In your attempt to serve everyone, you will end up doing serious damage to the people who need you most. The services you create won’t hit their mark with your clients, and you’ll continually find you’re attracting the wrong people.
In other words, in your efforts to serve everyone, you’ll end up serving no one!
Before you can look for new prospects, it is important to start from the beginning and determine who your ideal client is.
Once this has been determined, the speaker of this CPE webinar Ty Hendrickson will discuss how you should review where to find these ideal clients and the importance of building a prospect list by covering the following major topics:
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.
Consultant, Inovautus Consulting
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.
Growing a professional services firm today is about more than just great marketing and effective business development. It includes the right people, too. Inovautus Consulting was founded on the belief that effective marketing strategy and execution combined with acquiring and retaining key talent is the foundation of growing a professional services firm. We work with accounting firms, law firms, financial planning firms, and other service-based businesses that operate in a multi-owner environment. I invite you to learn more about what we do and welcome you to check out our blog and resources section for tools that can help you grow.
Jun 1st, 2022
A great presentation