What do Accounting Clients Really Want?

Individual Member Non-member
Single Session $165.00 $187.00
     
Boardroom Member Non-member
Single Session
2-3 people (price per head)
$149.00 $168.00
Single Session
4+ people (price per head)
$140.00 $159.00

ePass discounted rates - find out more.


ePass discounted rates - find out more.

All delegates must be registered to be able to participate in training and to be eligible to receive qualifying hours




This session provides tools and tactics to allow professionals in accounting firms to rethink their attitude & habits when it comes to the topic that most accountants love to hate — business development & sales.


Session Outline

The session will explore:

  • Introduction and objectives
  • The human dimension
  • The 5 things clients want from their accountants/advisors
  • Winning more work from existing clients
  • The most important thing – listening
  • The art of questioning
  • War stories and how to win the battle


Benefits of attending

The session aims to give participants:

  • The know how to build stronger client relationships;
  • Practical insights on how to sell more to clients;
  • Ways to bill higher margin services.


Session inclusions:

All delegates will receive a copy of the presentation and any handouts.


Who should attend:

This session has been designed for professionals in practice who are looking to understand and improve their business development and client relationships.


CPE Hours

Earn 2 CPE Hours


Presenter

James Evangelidis James Evangelidis
Principal Consultant
Envoy Professional Search