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What Accountants & CPAs Need to Win More Clients

What Accountants & CPAs Need to Win More Clients

Released Thursday, 3rd September 2020
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What Accountants & CPAs Need to Win More Clients

What Accountants & CPAs Need to Win More Clients

What Accountants & CPAs Need to Win More Clients

What Accountants & CPAs Need to Win More Clients

Thursday, 3rd September 2020
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Ty Hendrickson is a CPA, sales expert, and co-founder of The Sales Seed where she helps accounting firms grow through the integration of sales principles. She worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA achieving record sales successes. Shownotes:Why accountants struggle with salling and what it takes to become more comfortable with the word 'sales'A simple question to challenge accountants with who feel that selling should not be part of their jobWhy firms with marketing and business development resource should still expect their people to win workThe reasons why accountants and other technically smart professionals can be good at sellingThe key differences between marketing, business development and sales for accountantsWhy marketing people in a professional firm should actually not be sellingWho is the best person in an accounting firm to actually be doing the selling and closingQuestions an accountant should ask themselves to develop a work winning or business development strategyHow to strike a balance between finding business for yourself and for others in your accounting firmWhat dictates how coachable and willing to learn an accountant or CPA can be around winning new businessThe importance of sales frameworks to help accountants be more confident and effective in sellingWhy working in specialty areas, sectors or niches actually makes new clients easier to findA 5 step sales process that will help accountants, CPAs and service professionals win businessThe real difficulty accountants have in identifying a niche or target client to go afterHow the business development and networking game has changed how professionals win businessThe big problem with LinkedIn and what accountants should actually doing on thereWarmer ways for accountants to reach prospects than cold callingTop tips to get prospects to switch from their current accounting advisors to you and your firmWhy compliance is still necessary for accountants but advisory services are much easier and more profitable to sellThe importance of the right culture in a professional firm to give people the support they need to sellWhy poor culture is a big reason professional firms are struggling with recruitment and retentionHow leaders in accounting firms can identify and support more junior people who want to do business developmentWhy just trying to grow more revenues from an existing client roster or portfolio is not the best way to growWhy your value is not the products and services you deliverThe factors that should help an accountant define their ideal client

Ty is a contributing expert in the accounting industry and has spoken at conferences and events hosted by Accounting & Financial Women’s Association, Association for Accounting Marketers, Alliott Group, CPAmerica, CCH User Conference and more. You can find her articles and insights featured in CPA Trendlines and the AFWA blog. Ty is based in Lexington, KY where she lives with her CPA husband and her two red-headed sons. Contact Ty here:https://www.linkedin.com/in/tyhendrickson/If you want to kick-start your business development activities, download our free guide on how to add 100 new prospects in just 1 month here: https://thesalesseed.com/100-prospects-1-month

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Accounting Influencers Podcast

The ACCOUNTING INFLUENCERS PODCAST is hosted by Rob Brown, co-founder of the Accounting Influencers Roundtable (AIR). Join hundreds of others on our next virtual speed networking event for influential leaders and professionals in the accounting, finance and tech world: https://accountinginfluencers.com/eventsOn the show, Rob hits topics like leadership, people, talent, performance and success in the public accounting world. Listen for entertaining short interviews with top accounting leaders on what makes the good firms and professionals great. No fluff, just great bite-size insights from the people who count. The show also features multi-person panels on the key trends, reputation and future of the accounting profession. Stay informed and relevant by subscribing to one of the world's top accounting podcasts.Host Rob Brown is a renowned presenter, facilitator and chair of high-level conferences, panels and events globally for the accounting and fintech profession. He is retained by many professional networks, alliances, associations, practices and vendors to chair their events and provide high-level interview content for their communities. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. https://www.linkedin.com/in/therobbrown/Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed over 300,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit. https://www.linkedin.com/company/accountinginfluencershttps://bit.ly/AI-youtubehttps://twitter.com/accinfluencers

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