Selling Accounting Advisory Services

Steps To Uncover Opportunities To Sell Accounting Advisory Services Within Current Clients


Step 1:  Understand the role client service and relationship building plays in selling accounting advisory services.


Step 2:  Shifting the mindset of "selling" from a negative connotation to adding value to our clients.


Step 3:  Retrain the way we look at client work to uncover additional service opportunities.

Who Should Attend: 

This program is designed for anyone looking to expand their service offerings by selling accounting advisory services.   

What Is The Delivery Format? 

This program can be delivered in both virtual and in-person formats.   The virtual program consists of self-paced training videos and 1-on-1 coaching.  The in-person program consists of a one day workshop and 1-on-1 coaching.  

selling accounting advisory services

Learn the #1 reason why accountants fail to build an advisory practice in one of our recent blog posts here:

Let Us Customize This Session For Your Firm

All CPA firm sessions are customized and tailored to the exact needs of our clients.   Enter your name and email below to find out more about how The Sales Seed can turn your firm into a revenue generating machine through cross-selling opportunities.