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Introduction to Business Development

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Before starting this self study program, please go through the instructional document.

Overview

  • Prospect your ideal client
    12 mins
  • Land your first meeting
    20 mins
  • Advocate your unique differentiator
    23 mins
  • Negotiate your terms
    26 mins
  • Time to sign your client
    31 mins

Course Description

Business development and firm growth are some of the hottest topics in the industry currently. 

How do we promote growth? 

How do we obtain more clients while retaining current clients? 

How do we gain more market share? 

These are important topics for firm leaders to understand to maintain a healthy firm and unlock opportunities in a market that has traditionally been based on a price-driven commodity. 

Business development refers to the processes, strategies, and tasks intended to increase and expand opportunities within and between different companies. This could mean business expansion, increasing revenue, making strategic business decisions, or improving profitability through strategic partnerships.

More generally, business development is the creation of long-term value for a business from partnerships, clients, and markets. The term can apply to any activity, no matter the size of the business, whether it is a for-profit or non-profit, which is aimed at ‘developing’ the company in any manner. 

Business development can sometimes seem like an overwhelming task for those firm leaders who have historically been focusing on industry knowledge and service. 

This CPE webinar offers insight and a framework for simplified business growth developed specifically for accountants based on 15+ years of industry experience in both Accounting and Sales.

Learning Objectives

  • To define the 5 stages in the sales process.
  • To list 5 ways to find your ideal client.
  • To design your perfect elevator pitch.
  • To design a tailored elevator pitch.
  • To list the 7 most common objections.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Testimonial

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