Selling doesn't have to feel like selling. This on-demand course breaks down a 10-step sales system designed specifically for CPAs who want to grow their firms while staying energized about their work. You'll learn how to attract the right clients, deliver real value, and build a practice that feels less like a grind and more like a calling. From refining your niche to mastering consultative conversations and asking for referrals with confidence, this session walks you through a client-focused process that builds trust, drives growth, and transforms your role from CPA to CEO. You'll learn how to: Build a client-attracting funnel that works while you work Craft content and landing pages that actually convert Communicate with purpose and consistency Deliver standout service that keeps clients coming back Grow your mindset - and your business - with intention Ideal for CPAs ready to take control of their growth strategy - without ever feeling like a salesperson. This session was recorded on April 17, 2025 for CalCPA'sPractice Management Bootcamp conference.
Learning Objectives
• Develop a strong belief system centered on delivering exceptional client value and building a sustainable practice.
• Establish effective marketing principles tailored to attract and retain high-level professional clients.
• Identify and capitalize on current opportunities within the accounting industry for immediate and long-term growth.
Major Topics
• Identify your specific client niche
• Create information magnets for leads
• Develop compelling and clear landing pages
• Maintain consistent communication
• Master the consultative sales approach
• Present tailored, solution-oriented deliverables
• Deliver consistently exceptional client service
• Actively request client referrals early
• Transition mindset from CPA to CEO
