About this course
Learners will take away the 5 Step Road map to Grow Profit and Cash Flow;
1. Know: existing clients - not all created equal
2. Segment: existing clients - highlight potential
3. Fire: unprofitable, high maintenance clients
4. Focus: your services on high gross margin products/ services
5. Teach: new clients - fish with a net, not with a rod
This course creates an introduction to how the accounting professional can mine their existing client base for new profitable revenue streams and new clients without adding additional hours of work. The course provides the solution to several challenges accounting professionals face.
1) Most accounting professionals dislike the sales function and believe they are ineffective in the role
2) Most independent accounting professional practitioners realize that without the knowledge and comfort of how to grow profitable revenues for their practice, they will be caught in the conundrum of working too hard for too little return.
3) Most accounting professionals are time-strapped, busy executing reconciled monthly statements or tax preparation documents and find it impossible to devote adequate time to building larger, more profitable revenue streams.
This course presents a simple and easy to follow road map developed specifically for accounting professionals that address these three core issues. It provides a strategy on how to grow profitable revenues in a practice with existing clients without the need for hard selling or cold calling. It also provides a workbook that doesn’t just show the accounting professional what to do, but how to do it. This roadmap was featured at Intuit’s Connect conference for accounting professionals to rave reviews.
This course includes:
2 hours on-demand video
Intermediate level
No preparation required
Published At May 29, 2020
Certificate of completion
No prerequisites
1 year access
Updated At Aug 8, 2024