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Introduction to Business Development - 1 CPE (BD001-DR)
$29.00
Individual Courses
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2 - Intermediate
Introduction to Business Development - 1 CPE (BD001-DR)
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...
Landing a Prospect Meeting - 2 CPE (BD003-DR)
$29.00
Individual Courses
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3 - Advanced
Landing a Prospect Meeting - 2 CPE (BD003-DR)
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-DR)
$29.00
Individual Courses
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2 - Intermediate
Perfect the Pitch Meeting - 1.5 CPE (BD004-DR)
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-DR)
$29.00
Individual Courses
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2 - Intermediate
Negotiate Your Terms - 1 CPE (BD005-DR)
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-DR)
$29.00
Individual Courses
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1 - Basic
Perfect Your Elevator Pitch - 1 CPE (BD006-DR)
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...
Leveraging LinkedIn for Prospecting - 1 CPE (BD008-DR)
$29.00
Individual Courses
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1 - Basic
Leveraging LinkedIn for Prospecting - 1 CPE (BD008-DR)
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-DR)
$29.00
Individual Courses
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2 - Intermediate
Lead Nurture Strategies - 1 CPE (BD010-DR)
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...
Navigating the Closing Process - 1 CPE (BD013-DR)
$29.00
Individual Courses
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3 - Advanced
Navigating the Closing Process - 1 CPE (BD013-DR)
A major part of negotiating your terms is effectively navigating the decision-making process. Nothing is worse than investing a lot of time into a prospect and then not winning the deal because of a surprise at the very end. Identifying the...
Key Steps to Building an Advisory Practice - 1 CPE (BD014-DR)
$29.00
Individual Courses
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3 - Advanced
Key Steps to Building an Advisory Practice - 1 CPE (BD014-DR)
If you are ready to learn what is holding you back from transitioning from compliance work into advisory services, this is for you. This course will explore the #1 reason that accountants fail when trying to build a practice on advisory services....
Why Accounting Firms Need CRMs - 1 CPE (BD015-DR)
$29.00
Individual Courses
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2 - Intermediate
Why Accounting Firms Need CRMs - 1 CPE (BD015-DR)
With relationships between accountants and clients or prospects becoming more important than ever, having a system in place to manage client relationship processes has become critical to success. Implementing a CRM in an accounting firm can be...

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