Training

Professional Sales Training for Accountants

Attracting new clients, keeping and building high net worth clients is vital for firms of accountants in today’s market.

Accountants have to work harder and smarter in a tough market place – you have to arm yourselves with as many professional techniques to be competitive and stay ahead of local firms.

At Accountancy Strategy we understand this. We have built 3 practices from scratch and continue to build practice 3 in these more trying times. We practice what we teach and are currently helping over 40 firms of accountants on a monthly basis with new business clients, by booking appointments and leads.

We offer 3 training sessions at our offices or yours

Training Course 1

Training your staff to make calls and book appointments.

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Training Course 2

The complete sales process from identifying great data, making the call through to the meeting and the signing up of a new client to your practice.

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Training Course 3

Dealing with larger businesses, high net worth individuals,
tax strategies and other areas of marketing.

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You will receive many ideas during each training session and once applied they will have an immediate impact on securing new business and retaining existing clients.

Every successful practice needs a marketing strategy that works – it can always be improved.

We will share with you our experiences over the last 10 years – ideas that work, providing you the upper-hand, allowing your firm to stand out and secure the new client to your portfolio.

Each course is on a one to one practice basis

Typical sessions are 5 hours

Tea, coffee and sandwiches are provided

Training sessions can be booked to suit you and your staff. Monday to Wednesday at your office, or Friday at our office. Please note you will need to provide a monitor or TV screen at your office for the presentation.

All of our courses count towards your CPD points

We are here to help – so please feel free to contact us direct and we will provide you with any further information you require and to book your training session.

And one more thing…………

As a client of Accountancy Strategy then we are happy to offer you course 2 and 3 free of charge.

Please feel free to contact us for further information on 01202 526582 or click here to make an enquiry.