CPAacademy.org | HOW ACCOUNTING FIRMS BUILD & MANAGE STRONGER SALES

Content Provider

Sponsored by

HOW ACCOUNTING FIRMS BUILD & MANAGE STRONGER SALES PIPELINES

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Other

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Series: Women in Accounting

Course Description

Many firms chase every lead that comes through the door haphazardly, and that’s a big mistake. A pipeline is the lifeblood of your organization; it’s how you manage valuable firm assets. Many of the leads on your pipeline will ask for a proposal. Pulling an old proposal off the shelf and updating it is a big mistake. Your proposal should recap what you learned in the sales process with that specific prospect. By understanding what a pipeline is and the proposal document’s place in pursuit, you can improve your odds of winning.

Learning Objectives

Walk you through what a sales pipeline is and what it contains.
Discuss pipeline review meetings and how to conduct them.
Cover what a proposal should look like and how to customize.
Share types of questions you can ask to uncover issues

Katie Tolin

CPA Growth Guides
Founder
katie@cpagrowthguides.com
(330) 984-4000

Katie Tolin is a seasoned accounting marketer who works as a consultant to help CPA firms grow top-line revenue. Traditional marketing is only one part of her tactics. Her vision of practice growth also includes business development, public relations and product management. In today’s data-driven culture Tolin uses data from the marketplace and within the firm to develop strategies to drive both industry- and service-specific growth at a local, regional and national level.

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

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

About Our Sponsor

Sageworks is a financial information company that provides commercial lending, credit risk and portfolio risk solutions to financial institutions and provides financial analysis and valuation applications to accounting firms and private companies. Through these markets, the company has created the largest real-time database of private-company financial information in the United States, analyzed over 9 million loans and aggregated the corresponding loan data.