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Suggested Courses

In this course we're going to explore how artificial intelligence is revolutionizing the field of accounting, learning about its capabilities, how it can automate and enhance various accounting tasks, and the way it can be leveraged to provide superior client services.

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This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.

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  • How to get new clients to your practice and how to approach existing clients.
  • Why clients need you and why you need them.
  • How much you should be charging for this type of service.

How to provide a CFO/business advisory service in the most efficient way possible.

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Course Details

8 Pillars - Pillar 3: Sales (Video) (Course Id 1236)

QAS / Registry
This is a Course Preview, to take the course please select or purchase the course and click one of the Take Course icons on your My Courses page.

  Add to Cart 
Author : Jeffrey Paul Borschowa, Author, Educator
Course Length : Pages: 3 ||| Review Questions: 3 ||| Final Exam Questions: 5
CPE Credits : 1.0
IRS Credits : 0
Price : $14.95
Passing Score : 70%
Course Type: Video - NASBA QAS - Text - NASBA Registry
Technical Designation: NonTechnical
Primary Subject-Field Of Study:

Business Management & Organization - Business Management & Organization for Course Id 1236
Description :

Pillar 3 - The sales process focuses on closing deals, signing up new clients, and maintaining relationships with existing clients. Basically, this is the activity that converts your marketing leads and prospects into paying clients. We will discuss a consistent sales process and technology to facilitate sales conversations.
Usage Rank : 22381
Release : 2017
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Mar-2024
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

Video - NASBA QAS - Text - NASBA Registry - 1236
Keywords : Administrative Practice, 8 Pillars, Pillar 3, Sales, Video, cpe, cpa, online course
Learning Objectives :

After completing this course you will be able to:

  • Identify biases about sales and how they can hold you back
  • Create a consistent sales process
  • Develop client relationships
Course Contents :

Chapter 1 - 8 Pillars - Pillar 3:  Sales

Chapter 1 Review Questions
CPE Administrative Practice Course: https://www.cpethink.com/practice-management-cpa-courses
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