This engaging webinar is designed specifically for attendees to master the client journey in the accounting industry. Josh Lance, CPA, Managing Partner at Lance CPA Group, will uncover strategic approaches to selling and closing deals while empowering you to confidently say no to bad clients. Whether you're a seasoned accounting professional or an aspiring practitioner, this webinar will equip you with actionable strategies and practical tips to excel in client management, secure valuable clients, driving increased success in your accounting business.

Learning Objectives: 

• Outline valuable insights into mapping the customer journey, allowing you to enhance the client experience 


• Evaluate effective techniques to optimize customer satisfaction and loyalty in your accounting practice


• Recognize a comprehensive understanding of the stages involved in the sales process, from prospecting and lead generation to closing deals and post-sales follow-up 


• Define new client engagement strategies and tips for re-engaging and upselling