When was the last time you refined your sales process? Now that we’re past the tax filing deadline it’s a great time to reimagine your sales process and start cross selling advisory services to your existing clients.

 When accounting professionals lean into their advisor role with their clients, they can unlock tremendous value. In today’s new world, a modern advisor is an invaluable asset to a client’s business, supporting employees’ livelihoods and helping economic recovery.

 How do firms communicate this added-value clearly and create client advisory service proposals that sell? We’re joined by Josh Lance of Lance CPA group and he’ll be sharing his top tips for selling advisory services to his clients.

 

LEARNING OBJECTIVES:
By completing this webinar, you will be able to advise your clients on topics such as:

o   Identify the value of delivering advisory services for clients and your firm

o   Recognize the key elements and best practices for every advisory proposal

o   How to cross sell advisory services to your existing clients

●      Which one or all?

o   Packaging and Bundling your services

o   Consultative selling

o   Process and Workflow Efficiency

o   Managing a remote team

 WHO SHOULD ATTEND?

Anyone who prepares tax returns and serves taxpayers or business clients.