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Self-Study CPE
HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
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EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
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AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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THE DNA OF A CAS FIRM
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THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Free cpe webinars
How to Build a Scalable Sales Process for Your Accounting or Bookkeeping Firm

HOW TO BUILD A SCALABLE SALES PROCESS FOR YOUR ACCOUNTING OR BOOKKEEPING FIRM

Available Date(s)
Thursday, August 27, 2020: 3:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Now more than ever, it’s important to change your processes to work in a virtual environment. If you traditionally bring on new clients in person, it’s time to adapt your process so you can sell your services from home.

We’re joined by Jennie Moore of Moore Details and the Head of Accounting at Practice Ignition, to discuss how you can find and win the best clients for your business. Jennie scaled her bookkeeping business over the years while working from home and leveraging cloud-based technology.

An overview of some key points we’ll cover:


  • How Moore Details thinks about its brand and marketing to attract the right clients

  • How to take leads through the sales process

  • How to present your services and pricing in a proposal to win clients

  • Technology to leverage at each stage of the sales process

  • Tips for selling your services in a virtual environment

  • Candid advice how Jennie built out her processes at Moore Details

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Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning and helping people accept change.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Practice Ignition is everything you need to streamline and grow your accounting practice. Automate your team's workflow with professional proposals and engagement letters, onboard clients faster and win more business, track performance with extensive analytics, accept payments and get paid on time. Works with Xero and WFM.