A simple sales process for accounting firms


A lot of accountants think 'sales' is a dirty word. But the truth is, every modern accounting practice needs a strategy to convert prospects into ongoing clients.

In this video, Ian explains how you can set up a simple sales process from scratch. He tells how you can qualify what prospects are a good fit for your firm, the steps you should take to turn them into paying clients, and how you can manage and automate this entire process.