This engaging webinar is designed specifically for attendees to master the client journey in the accounting industry. Josh Lance, CPA, Managing Partner at Lance CPA Group, will uncover strategic approaches to selling and closing deals while empowering you to confidently say no to bad clients. Whether you're a seasoned accounting professional or an aspiring practitioner, this webinar will equip you with actionable strategies and practical tips to excel in client management, secure valuable clients, driving increased success in your accounting business.
Joshua Lance is the Head of Accounting at Practice Ignition and the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home. Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh is also an adjunct faculty at Northwestern University in Evanston, IL, teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering. He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor. Josh was also recently named to the Illinois CPA Society Board of Directors.