Building the Premier Accounting Firm

Rewind : Relationship Selling With Confidence w/ Clay Neves


Listen Later

Join us as we revisit this conversation from 2021!

Selling accounting services can be a challenge, in fact frustrating, but it doesn’t need to be that way.

Listen in as Clay and Roger discuss some essential elements of the process that can make it easier and more effective for you as you work to bring on new clients.  There are some key parts of the meeting with a potential client that you don’t want to miss. 

Also take advantage of some free resources Clay shares that are available to our listeners that you don’t want to miss.

It’s time to confidently market and sell your services to get the clients you deserve.

 

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Clay Neves

Clay Neves is a 12-year veteran with Universal Accounting Center and is currently Vice President of Student Enrollment.  He has also worked with students throughout the United States and Canada to grow their practices. 

 

As a VP at Universal Accounting, He oversaw the growth of Universal’s seminar channel nearly ten-fold and is now managing the current growth of our enrollment call center.

 

He has applied the principles from “in the BLACK” and “Red to BLACK” to manage his departments to meet or exceed sales and profit forecasts year after year.  

 

He assisted in the development of our Universal Practice Builder program and creator of his online Sales Academy: Personal Sales Dynamics: Mastering the Fine Art of Relationship Selling, both included now within our Profit & Growth Expert Certification Program.   

 

As a former Chamber of Commerce President, he knows how to help small businesses. With over 35 years of sales ma

 

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Get a FREE copy of the book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  This is a must have addition to every accountant’s library to provide the value clients look for today:

  • “in the BLACK, nine principles to make your business profitable” – e-book

Text BUILD to 57838 to request my daily Golden Sales Nugget.  A 120-character text message that you’ll receive daily that gives you something you can focus on to improve your effectiveness in BUILDing your clientele.  

Clay has also offered to email you the P's & Q's questioning sequence we discussed today.  Just email him directly at [email protected]

 

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

 

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

...more
View all episodesView all episodes
Download on the App Store

Building the Premier Accounting FirmBy Roger Knecht

  • 5
  • 5
  • 5
  • 5
  • 5

5

14 ratings


More shows like Building the Premier Accounting Firm

View all
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

76 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

419 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

6,347 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

339 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,070 Listeners

Modern Wisdom by Chris Williamson

Modern Wisdom

3,664 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

246 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

84 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

44 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

28,397 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

25 Listeners

On The Market by BiggerPockets

On The Market

886 Listeners

I am Charles Schwartz Show by Charles Schwartz

I am Charles Schwartz Show

231 Listeners