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Introduction to Business Development - 1 CPE (BD001)
$39.00
Individual Courses
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Business Development
Introduction to Business Development - 1 CPE (BD001)
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...
Building a Prospect List - 2 CPE (BD002)
$59.00
Individual Courses
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Business Development
Building a Prospect List - 2 CPE (BD002)
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. This course covers prospecting...
Landing a Prospect Meeting - 2 CPE (BD003)
$59.00
Individual Courses
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Business Development
Landing a Prospect Meeting - 2 CPE (BD003)
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. This course covers the steps...
Perfect the Pitch Meeting - 1.5 CPE (BD004)
$49.00
Individual Courses
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Business Development
Perfect the Pitch Meeting - 1.5 CPE (BD004)
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. This course covers the steps...
Negotiate Your Terms - 1 CPE (BD005)
$39.00
Individual Courses
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Business Development
Negotiate Your Terms - 1 CPE (BD005)
Negotiating on your terms is the 4th step in our business development funnel. This step is incredibly important as you have put a significant amount of time and energy into the business development process so far with this prospect and you want...
Perfect Your Elevator Pitch - 1 CPE (BD006)
$39.00
Individual Courses
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Business Development
Perfect Your Elevator Pitch - 1 CPE (BD006)
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 to gaining new business is understanding prospecting. This course covers prospecting...
Building & Managing a Pipeline - 1 CPE (BD007)
$39.00
Individual Courses
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Business Development
Building & Managing a Pipeline - 1 CPE (BD007)
Building and managing a pipeline is the key to ensuring that all of your business development activities are worthwhile and efficient. This session takes a deep dive into what it means to manage a pipeline, the data we can pull from our pipeline...
Leveraging LinkedIn for Prospecting - 1 CPE (BD008)
$39.00
Individual Courses
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Business Development
Leveraging LinkedIn for Prospecting - 1 CPE (BD008)
You may not have realized it when you started in accounting but you can’t focus on only accounting if you want to grow your firm. You have to put on your “sales” hat in order to grow your business. But how do you start? Even more, how...
Lead Nurture Strategies - 1 CPE (BD010)
$39.00
Individual Courses
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Business Development
Lead Nurture Strategies - 1 CPE (BD010)
Converting prospects into clients is a complicated process and one of the most important factors in moving someone towards becoming a client is building trust in you and your practice and establishing credibility as an industry expert. This...
Handling Tough Client Objections - 1 CPE (BD012)
$39.00
Individual Courses
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Business Development
Handling Tough Client Objections - 1 CPE (BD012)
Objections can be the most intimidating part of the sales process, but we want to change the mind frame behind objections and get excited when we hear them. Objections mean that your prospect is engaged and wants to discuss. This is an...

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