Content Provider
Ignitionlogo
Blankbox
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Mastering the Client Journey: Selling, Closing Deals & Saying No To Bad Clients

MASTERING THE CLIENT JOURNEY: SELLING, CLOSING DEALS & SAYING NO TO BAD CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 6, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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.

Learning Objectives: 


  • Outline valuable insights into mapping the customer journey, allowing you to enhance the client experience 

  • Evaluate effective techniques to optimize customer satisfaction and loyalty in your accounting practice

  • Recognize a comprehensive understanding of the stages involved in the sales process, from prospecting and lead generation to closing deals and post-sales follow-up 

  • Define new client engagement strategies and tips for re-engaging and upselling 

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Joshua Lance

Ignition
Head of Accounting at Practice Ignition
josh@lancecpa.com
(630) 537-0218

Ignitionlogo

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.

About Our Presenter

Ignitionlogo
Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.