Business development is possible and necessary for everyone, especially for CPAs who are “not-naturally-a-rainmaker” types. This session will include ways to develop a personal brand, create and enhance a professional network, build a referral base, create “ask the expert” opportunities in your community, be unique in how you interact with prospective clients and deliver proposals, build collaborative relationships with other professionals, create new business opportunities and capitalize on your advanced technical knowledge to better serve your clients and increase practice profitability.
Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
Ways to build a referral network without cold calling.
Establish a personal brand that will help grow a deep client base.
Change your way of intaking clients to strengthen new relationships from the start.
Butler and Company
Vice President
jason@butlercpa.com
(505) 821-0893
Jason has been serving clients since 2003, providing tax, accounting and consulting advice to individuals and closely-held businesses, with a focus on professional services, medical and veterinary practices, individual taxation and business start-ups. Jason also consults on other financial matters, including improving business and personal cash flow, business organization and succession planning. Jason speaks at national conferences on a range of topics such as leadership training, private practice management, CPA firm top issues and practice development, as well as facilitating Trusted Business Advisor classes for the AICPA. Jason is a board member of the Children's Grief Center of New Mexico, a finance committee member for the American College of Veterinary Internal Medicine and a member of the Executive Committee for the Private Company Practice Section of the American Institute of CPAs. Jason has served as President of the Active 20-30 Club of Albuquerque and National President of Active 20-30 Club US & Canada in the past. In 2011, Jason was honored as one of New Mexico's "40 under Forty" by the New Mexico Business Weekly. Outside of the office, Jason enjoys spending time with his wife, Tina, his son, Levi, and their dogs. His hobbies include travelling, home-brewing beer and watching football as an avid Seattle Seahawks fan.
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