How to build the ultimate sales process for your accounting firm

A common misconception is that a sales function is something only needed by the largest accounting practices. But every firm, of every size, needs a sales process.

Sales is about more than just acquiring more clients. A proper process will help you acquire the right type of clients, ensure they are profitable, stop you from giving away free advice, and be a critical cog of your business.

In this webinar, Ed Chan will share the sales process that he used to grow Chan & Naylor into one of Australia’s leading accounting businesses. Discover his easy-to-implement system for moving from discovery to proposal to production seamlessly.

Ed Chan
Founder & Non-Executive Chairman, Chan & Naylor

Ed started Chan & Naylor from a small home office in Sydney and grew it into a National Financial Services Organisation that now works without him, with offices in most capital cities around Australia, servicing more than 10,000 clients.

In 2018 he co-founded WIZE Mentoring, a network for accountants who want to know how to successfully grow their firm and have it run without them.