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 video, Jamie Johns shares the sales process he used to grow Sky Accountants into one of Australia’s leading accounting businesses.

Discover his easy-to-implement system for moving from discovery to proposal to production seamlessly.