How to Sell Your Clients on Tech (ATST)


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Discussion Leader
Damien Greathead

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How to Sell Your Clients on Tech (ATST)

Customer Rating

Field of Study

Information Technology

Level

Basic

Credits

1

Qualifies For

CPE

Overview

You are already familiar with the benefits and huge opportunities that cloud accounting presents to the accounting and bookkeeping profession. You understand it, see it in your daily feeds, and are surrounded by information on the cloud. Now it’s a matter of how to communicate these benefits to your clients so you can streamline their business and make both of your lives easier.

In this session you will learn how to position the value of cloud-based accounting services to your clients. It starts by applying this effective, scalable roadmap for onboarding in your practice to see real results straight away, so you have the confidence and the step by step know-how to lead your clients, prospects and yourself to greater success in less time.

Major Topics

  • How to identify what’s important to your clients
  • How to sell the benefits of your technology stack
  • Learn how to handle common objections when converting desktop clients
  • Using price to incentivize client behavior

Learning Objectives

  • Help your clients understand “what’s in it for them”
  • Understand why the first 30 days after signing the agreement is critical
  • Create a repeatable onboarding experience for each and every client

Designed For

Bookkeepers, accountants, CPAs and tax professionals in public practice

Prerequisite

None

Advanced Preparation

None


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Discussion Leader
Damien Greathead

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