

This live, in-person training is designed specifically for accounting professionals who want to grow their firm without scripts, pressure tactics, or feeling like someone they’re not.
Prospects to Profits for Accountants introduces a practical, ethical framework for client conversations that replaces persuasion with clarity and trust.
No gimmicks.
No awkward closing techniques.
Just better conversations that lead to better clients.

Based on the book Emotional Selling, this session teaches a conversational framework built for how accountants actually think and work.
You’ll learn how to:
This is not traditional sales training.
It’s a structured way to guide conversations so prospects feel safe, understood, and ready to decide.
You’ll participate in guided roleplay scenarios designed around real conversations accountants face:
You’ll practice:
This is a working session, not a lecture.

No agenda.
No selling.
Just conversation, connection, and decompression.
After the training, join us for a relaxed happy hour with fellow accounting professionals.


This training isn’t about becoming better at selling.
It’s about becoming better at listening.
When conversations feel safer, decisions come naturally.
If selling has ever felt uncomfortable, this was built with you in mind.