I’m sure you’ve heard it before. “It’s too expensive. It’s not the right time. All this change is just too much." These typical objections are really opportunities to gather information and solve problems. In the session, we’ll look at common objections and give you strategies to effectively manage them. We'll be discussing how to listen actively, uncover pain points, and extract key information that will
allow you to provide your clients with effective accounting solutions.
Jordan has been a part of the Accounting Industry for his entire career. Working as an accountant, he has experienced the frustration that many business owners face when dealing with antiquated systems and cumbersome workflow processes. This ignited his passion for enabling accountants to spend more time on value-added activities for their practice and empowering their clients to focus on driving their business with the confidence that the financial data will be accurate, timely and readily available.
Jeannie has over 20 years in brand creation and strategy, design, social media development, demand gen and customer marketing. She has taken companies perceived as local businesses to attention-grabbing national and global brands. She’s a tech geek at heart and loves finding ways to help customer solve problems. Jeannie is also an author and award-winning graphic designer.
Tate has always been obsessed with problem-solving. It led him to major in mathematics at the University of Georgia, which led him to Polay+Clark. Whether it's helping design a proprietary royalty database, integrating a cloud-based merchandise fulfillment system for a Grammy-Winner, or running a Net Present Value calculation on a contract proposal for a NBA All-Star, he's yet to come across a problem he can't solve. He brings this love of efficiency to the cloud accounting landscape via custom-curated ecosystem's for his clients. This results in additional free time for his passion in music and quality time with his wife and two young daughters.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222