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Start Date:1/31/2024
Start Time:12:00 PM CST
Duration:60 minutes
Abstract:
We heard professionals say they want more help to confidently present your advisory services to clients and get paid for your value.
If you're like many firm owners, you're feeling overworked, underpaid, and dread having sales conversations with your clients about your services and your fees. But what if you could systematically increase your revenue by knowing how to confidently present your advisory services, have a premium pricing model where you get PAID FIRST before doing any work...while also charging MUCH higher fees and working with ONLY your ideal, high-value clients?
In this presentation, you’ll get the 5 simple steps smart tax planners use to skyrocket their confidence, charge higher fees, get paid first and up front, and cut their work hours in half!
In this workshop, Michelle Weinstein, the distinguished creator of The Pitch Queen and The Abundant Accountant, will guide you through the process to confidently update your client services with tax advisory and get paid for your value. This session equips you with resources to confidently engage clients in premium packages with your advisory and monthly services.
This is NOT product training, but we will explore how to use Intuit Tax Advisor Reports to communicate the value of your advisory services. The session includes your engagement with dedicated coaches who offer hands-on assistance and direction, to help increase your confidence selling your advisory, bookkeeping and accounting services at a premium.
Learning objectives: By completing this webinar, you will be able to:
• Leverage the 5 steps it takes to create and present your advisory services. • Define the value of your advisory services. • Understand the tools available to you to confidently engage with clients and prospects about your services Who should attend? Anyone who is currently offering or is considering growing your practice with advisory services.
Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Business Management & Organization – Non-technical Recommended CPE: 1 Recommended CE: 0
If you're already registered for the How To Sell Premium Advisory Services with Confidence - January 31, 2024 webcast, click below:
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Speakers
Michelle Weinstein Entrepreneur The Abundant Accountant Michelle Weinstein is a time-tested entrepreneur, master of selling, and founder of The Pitch Queen and The Abundant Accountant.
In her 20 years of sales experience, she’s worked with multiple CEOs at billion dollar companies, landed contracts with national retailers like Costco and The Vitamin Shoppe, and pitched her way onto ABC’s Shark Tank. Her business journey started in finance, which is why her mission today is to help accountants, EAs, CPAs and bookkeepers discover their true value and sell high-level services to their clients with ease and confidence.
Her clients have collectively added over $10 million in additional revenue in their firms in the last two years. ALL of them did this without working more hours, without taking on a ton of new clients, without discounting their services, and without doing anything that they didn’t want to do.
Denise Mandeau The Abundant Accountant
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