Selling Skills for CPAs


Book Description




101 Marketing Strategies for Accounting, Law, Consulting, and Professional Services Firms


Book Description

"Troy Waugh—'the rainmakers' rainmaker'—has provided a well-designed blueprint for selling professional services that skillfully draws upon his more than thirty years in the field. This practical, highly focused guide to the selling process can help our firms achieve sales successes measured not only by effort but also by bottom-line results." —Howard B. Allenberg, vice chairman and CIO, BDO Seidman, LLP Finally, peerless focus on how to break into all aspects of the selling process and the currents of relationship and buyer development. Learn how to build your personal and firm business more successfully. Covers the process of relationship and buyer development. Provides proven strategies from hundreds of the world's successful firms. Order your copy today!




The Selling Staircase


Book Description

Do you struggle closing the sale?Don't worry--you're not alone.The sales process is more than just a funnel--it's a staircase. As the salesperson, it's your job to earn a prospective clients business by moving them from one step to another.That's where the Selling Staircase comes into play.This book is a five-step approach to move your clients through an authentic sales process. We're going to go through these in-depth throughout the book. This framework will bring new awareness about what you're doing and how to be even more effective in the sales process.Knowing how to communicate with your clients, recognize Buying Signals, and ask for the sale is crucial to the success of your business.So let's get you there."The Selling Staircase model is brilliant and easy to implement in any business. Nobody explains the sales process more enthusiastically, intelligently, and clearly as Nikki Rausch. If you want more sales fast, I highly recommend you read her new book right away."--Shane Sams, Host of The Flipped Lifestyle PodcastFlippedLifestyle.comWith 25+ years of experience selling to such prestigious organizations as The Bill & Melinda Gates Foundation, Hewlett-Packard, and NASA, Nikki shattered sales records in many industries, receiving multiple "top producer" awards along the way. Nikki Rausch has the unique ability to transform the misunderstood process of "selling". Today, entrepreneurs and small business owners from a wide range of disciplines hire Nikki to show them how to sell successfully and authentically, without being pushy or "salesy."




Bull's-Eye! The Ultimate How-To Marketing and Sales Guide for CPAs


Book Description

Sponsored by PCPS and the Association for Accounting Marketing Whether your firm is getting back into the full swing of marketing and you are looking for some new ideas to jumpstart your sales efforts, or you are getting serious about business development for the first time, this book is designed for you. Its purpose is to inspire, teach, and provide you with practical insight to help build results-oriented marketing and sales programs in your organization. Bull’s-Eye is a collaboration of 37 of the industry’s most successful marketing and sales minds. Collectively these gifted professionals have served as pioneering practitioners inside the profession, and as outside advisors and thought leaders for hundreds, even thousands of CPAs and their firms. They give you an insider’s view of what it takes to build marketing initiatives that produce results. Through the principles, best practices and case studies shared in the book, you can see success doesn’t happen by chance, but through careful planning, development, and implementation of well-designed processes, systems, and tools. This compendium of marketing know-how shows you how to build your marketing team, implement marketing techniques that get you noticed, connect the dots between marketing and sales, measure results, and much, much more.




The "I Hate Selling" Book


Book Description

Most consultants and service professionals can't stand selling. This book provides consultants with proven and painless techniques for building their businesses. It shows how readers can: listen to potential clients, ask questions and evaluate answers effectively; avoid fatal mistakes; differentiate themselves from the competition; conduct a sales examination; and sustain and grow their business. Allan Boress is the editor of Quality Client Service.




Marketing for CPAs, Accountants, and Tax Professionals


Book Description

The contributing authors to Marketing for CPAs, Accountants, and Tax Professionals combine their expertise into a reference manual for today's accountant. Presented in four sections, the book covers all areas pertinent to effective marketing for accounting firms in the 90s and beyond: The Marketing Process Are Accountants Responding to the Challenge of Change? Marketing by CPA Firms: Room for Improvement? Has the Household User Profile for Accounting Services Changed? The Small Accounting Firm: Managing the Dynamics of the Marketing Function Perspectives on Marketing Professional Tax Service Marketing From a Consumer Buyer Behavior Perspective Price of Tax Preparation Services and the CPA Credential on Perceived Quality of Service Marketing Implications for Small CPA Firms Based on Clients' Criteria for Selection and Retention Advertising Advertising by Accountants: Attitudes, Practice, and Their Use of Marketing Tools A Survey of the Utilization of Advertising by CPA Firms The Changing Face of Accounting Advertising Marketing Tools and Strategies Marketing Financial Planning Services: Highlights of a Survey of CPAs Strategic Marketing Planning for the Development of the Small Accounting Practice A Complete Positioning Strategy for the Professional Services Firm Practical Approaches for Evaluating the Quality of Professional Accounting Services An Empirical Investigation of the Pricing of Professional Services (Applied to Public Accounting)




Introduction to Business


Book Description

Introduction to Business covers the scope and sequence of most introductory business courses. The book provides detailed explanations in the context of core themes such as customer satisfaction, ethics, entrepreneurship, global business, and managing change. Introduction to Business includes hundreds of current business examples from a range of industries and geographic locations, which feature a variety of individuals. The outcome is a balanced approach to the theory and application of business concepts, with attention to the knowledge and skills necessary for student success in this course and beyond. This is an adaptation of Introduction to Business by OpenStax. You can access the textbook as pdf for free at openstax.org. Minor editorial changes were made to ensure a better ebook reading experience. Textbook content produced by OpenStax is licensed under a Creative Commons Attribution 4.0 International License.




Communication for Accountants


Book Description

Asserting that accountants must be able to communicate effectively through both writing and speaking, this handbook provides advice on how to gain communication skills relevant for the various financial fields accountants operate within.




Strategic Connections


Book Description

Unveiling eight indispensable competencies for the new Network-Oriented Workforce, Strategic Connections provides practical advice anyone can use for building better, more productive business relationships. Smartphones, social media, and the Internet can only get a professional so far. At some point, the success of an organization will depend on face-to-face relationships, which means the isolated employees trying to do everything virtually will at some point have to fall back on the tried-and-true, essential skill of relationship building if they are going to survive in today’s increasingly collaborative workforce. You will discover how to: Commit to a positive, proactive networking mindset Earn trust Boost their social acumen and increase their likeability Master conversational skills and deepen interactions Employ storytelling to make communications memorable Businesses don’t have to look very far to find employees with a strong presence in the different social networks. If you want to stand out and make yourself invaluable to your organization, focus on making your presence known in the company’s physical networks.




Principles of Accounting Volume 2 - Managerial Accounting


Book Description

A less-expensive grayscale paperback version is available. Search for ISBN 9781680922936. Principles of Accounting is designed to meet the scope and sequence requirements of a two-semester accounting course that covers the fundamentals of financial and managerial accounting. This book is specifically designed to appeal to both accounting and non-accounting majors, exposing students to the core concepts of accounting in familiar ways to build a strong foundation that can be applied across business fields. Each chapter opens with a relatable real-life scenario for today's college student. Thoughtfully designed examples are presented throughout each chapter, allowing students to build on emerging accounting knowledge. Concepts are further reinforced through applicable connections to more detailed business processes. Students are immersed in the "why" as well as the "how" aspects of accounting in order to reinforce concepts and promote comprehension over rote memorization.