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Effective Communication about Asserting your Value - July 2, 2020

Start Date:7/2/2020

Start Time:2:00 PM CDT

Duration:60 minutes

Abstract:

Now more than ever, it’s important to change your processes to work in a virtual environment. If you traditionally bring on new clients in person, it’s time to adapt your process so you can sell your services from home.

We’re joined by Jennie Moore of Moore Details and the Head of Accounting at Practice Ignition, to discuss how you can find and win the best clients for your business. Jennie scaled her bookkeeping business over the years while working from home and leveraging cloud-based technology. 

Learning objectives:

By completing this webinar, you will be able to: 

  • Assert your value through effective communication during the prospecting process
  • Fix the systemic issues of not being paid on time to ensure business continuity for your firm
  • Triage communications during economic challenges to negotiate repayment terms
 

Who should attend?

Anyone who offers accounting services

 

Course Level: Basic 

Course Length:  60 Minutes

Prerequisites:  NONE 

Delivery Method: Group-Live Internet

Field of Study: Business Management & Organization

Recommended CPE: 1

Recommended CE: 0

 

 

IRS Course ID: N/A

Online: 

In Person: 

 

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Speakers

Jennie Moore

Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning and helping people accept change.

First Name
Last Name
Email Address
Company Name
Company Phone
Job Title
What Services does your firm provide? (multi-select)
Tax Preparation
Tax Planning
Accounting
Bookkeeping
Payroll
QuickBooks Consulting
What tax software do you currently use?
Approximately how many returns does your firm prepare?
PTIN - Required for IRS CE Credit. Your PTIN must include the “P” in front along with all preceding 0’s so that it is 9 characters in total (e.g. P00012345)
Customer Account Number (CAN) - If not an existing customer enter 0.