Enroll New Clients Without Selling Your Accounting Services or Negotiating Your Fees

Enroll New Clients Without Selling Your Accounting Services or Negotiating Your Fees
November 13, 2023

Offering a free initial consultation is standard for accounting firms. Most firm owners; however, don't enjoy the sales part. Pitching your services, closing the deal, handling objections and waiting for a response to your proposal gives sales a bad rap.

Join the session with Loren Fogelman to learn her proven formula to engage quality clients – without ever having to sell or justify your fees.

Who Should Attend

Firm owners
Sole practitioners
Partners who offer free consultations and want to enroll quality clients without negotiating fees

Learning Objectives

Learn an easy solution that protects your time from speaking with people who only want to pick-your-brain for free advice
Discover how to engage new clients - even if you don't like the sales part
Learn 5 common mistakes that chase new clients away
Learn 3 must-have questions to ask during your free consultations
Learn how to confidently handle objections

Presenter: Loren Fogelman, CPA, Founder & Principal, of Business Success Solutions

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Members Register Here for FREE

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All these resources included:

Webinars
Webinar Recordings & Slides
Checklists
Best Practices Tool
M&A Resource Video Library

Membership $69 for the first year. Optional renewal @ $169.

ADDTIONAL INFORMATION
Instructional Delivery Method: Group Live Internet-Based.
The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

CPA Leadership Institute, Inc. is registered with the National Association of the 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 the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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WEBINAR: NOVEMBER 13, 2023

WEBINAR: NOVEMBER 13, 2023

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