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5 Steps to Easily Enroll Premium Clients without Negotiating Your Fees
Does your accounting firm offer initial free consultations? Before the meeting closes you share your fees. And the response you hear is “Can I get a discount?”
The initial consult challenges many accounting professionals. That’s because your training prepared you to do the work, but not to master these first meetings. As a result, you end up enrolling a non-ideal client or under-charge for your firm’s services.
Your initial consultations set the stage for everything else. It’s time to engage quality clients – without ever having to sell or justify your fees.
Follow this proven formula which has premium clients ask how they can work with you.
This approach draws in quality clients without having to pitch or sell your services. Give potential clients what they need to eagerly say “YES” on the spot.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/5ECF/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)
Produced by Alicia Yoss & Alanna Regalbuto
Graphics By Flaticon.com and iStock
Music by Bensound.com
Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
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By CPE Today
4.2
55 ratings
Does your accounting firm offer initial free consultations? Before the meeting closes you share your fees. And the response you hear is “Can I get a discount?”
The initial consult challenges many accounting professionals. That’s because your training prepared you to do the work, but not to master these first meetings. As a result, you end up enrolling a non-ideal client or under-charge for your firm’s services.
Your initial consultations set the stage for everything else. It’s time to engage quality clients – without ever having to sell or justify your fees.
Follow this proven formula which has premium clients ask how they can work with you.
This approach draws in quality clients without having to pitch or sell your services. Give potential clients what they need to eagerly say “YES” on the spot.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/5ECF/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)
Produced by Alicia Yoss & Alanna Regalbuto
Graphics By Flaticon.com and iStock
Music by Bensound.com
Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.