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Propects to Profits for Accountants

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.

The Non-Salesy Way to Grow Your Firm
2 CPE Credits
2-Hour Live
Happy Hour

What You'll Learn

Hour 1: Emotional Selling for Accountants

The Non-Salesy Way to Grow Your Firm

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:

  • Ask questions that uncover what a prospect truly needs
  • Recognize emotional signals beneath surface-level problems
  • Move conversations forward without pushing or persuading
  • Present next steps in a way that feels calm, ethical, and natural
  • Replace sales pressure with clarity and trust

This is not traditional sales training.
It’s a structured way to guide conversations so prospects feel safe, understood, and ready to decide.

Hour 2: Live Roleplay Workshops

Learning stops being theoretical in the second hour.

You’ll participate in guided roleplay scenarios designed around real conversations accountants face:

  • Discovery calls
  • Advisory conversations
  • Hesitant prospects
  • “I need to think about it” moments

You’ll practice:

  • First-, second-, and third-level questions
  • Reflecting what you hear without sounding scripted
  • Staying grounded when a prospect gets emotional or pulls back
  • Guiding toward a clear next step without forcing a yes

This is a working session, not a lecture.

Happy Hour (5:00-6:00 PM)

No agenda.
No selling.
Just conversation, connection, and decompression.

After the training, join us for a relaxed happy hour with fellow accounting professionals.

Who This Training is For

This event is designed for:

  • CPAs

  • Firm owners

  • Partners

  • Managers

  • Accounting professionals involved in prospect or client conversations

Especially helpful if:

  • Selling feels uncomfortable

  • You rely on referrals but want more consistency

  • You dislike traditional sales training

  • You want to grow without pressure tactics

CPE Information

  • Credits: 2.0 CPE

  • Program Level: Basic

  • Delivery Method: Group Live

  • Field of Study: Business Development / Professional Skills

  • Prerequisites: None

  • Advance Preparation: None

Event Schedule

  • 3:00–5:00 PM: Live Training (2 hours / 2 CPE credits)

5:00–6:00 PM: Happy Hour

Why This is Different

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.

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