Accounting & Professional Services Programs

After working with accounting professionals for close to 20 years in both the accounting profession as CPAs and in the sales industry selling to the accounting market, we recognized an incredible need for sales coaching and sales framework for those in professional services that are on the leadership track and need to grow a book of business. Below are a list of programs designed for you, the CPA and/or business professional.

 


Simplify business development with one of our Accounting and Professional Services Programs:

PLANT the Seed: Business Development Master Class

To get more information about implementing the PLANT the Seed: Business Development Master Class at your firm, please submit your email below.

 

Click here to register for a regional PLANT the Seed: Business Development Master Class.

Leadership Development Training

Leadership Development is a crucial need for the skill development of future firm leaders.   This comprehensive program covers the unique skillsets required of leaders including:

 

      1. Effective communication skills
      2. Problem solving skills
      3. Conflict resolution
      4. Understanding personalities and motivators
      5. Effective coaching

 

We provide the necessary tools to build effective leaders and continue to promote organizational growth.

 

To get more information about the Leadership Development Program, please submit your email below.

New Manager Training

New Manager Training is an often overlooked and costly mistake when it comes to the development of new leaders as 60% of new manager fail. Managers tend to move into a leadership position because they perform exceptionally in their job.   Unfortunately, that does not always translate into great management skills. This comprehensive program provides training on important new manager skills including:

 

      1. Understanding personalities and motivators
      2. Delivering feedback and coaching
      3. Developing trust
      4. Time and goal management skills

 

This program delivers the necessary skills to instill confidence for a successful transition.

 

To get more information about the New Manager Program, please submit your email below.

Presentation Skills Training

You only get one opportunity to make a great first impression. If you have the opportunity to present a proposal to a potential client or speak in front of potential clients, having polished presentation skills can make the difference between winning new business and losing. Presentation skills training covers the framework for a great presentation from start to finish covering the following topics:

 

      1. Tailoring your presentation to your prospect’s need
      2. The art of storytelling
      3. Creating an engaging and interactive presentation
      4. Getting buy in from your prospective clients

 

Presentation skills training will build your confidence to be able to step into any pitch presentation or group setting and deliver a seamless and memorable presentation.

 

To get more information about the Presentation Skills Training, please submit your email below.

Soft Skills for New Professionals

New professionals enter the workforce skilled technically, however, soft skills are an area often overlooked in professional development. Equip your new professionals with the confidence to take on their new role with confidence, not only technically, but also on a professional level as well.  Soft skills training for new professionals includes training on the following topics:

 

      1. People skills including networking
      2. Comprehensive communication skills from emailing to texting
      3. Professional etiquette
      4. Interpersonal skills
      5. Teamwork

 

Soft skills training for new professionals is the most effective way to jumpstart professional careers with the right expectations and tools for success.

 

To get more information about the Soft Skills for New Professionals Training, please submit your email below.

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Interested in our Accounting & Professional Services Programs?

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