
Built on our blended learning format, you can progress through The CPA Coaching Programs at your own pace without sacrificing client service or personal time. You’ll get a mix of self-paced videos, peer-to-peer discussions, and live insights from marketing and sales consultants and CPAs who have been in your shoes.
The CPA learning experience includes:
- 7-month immersive learning experience.
- 12-week blended-learning phase, incorporating self-study CPE modules, practical activities, and facilitated peer sessions.
- 4-month implementation period, applying the acquired knowledge in real-world scenarios.
- Monthly group calls for sharing best practices and experiences.
- 12-month action plan upon completion of the program.
Program Levels

Topics
THE RAINMAKER
- Level 1: Generating Leads for Others & Coaching
- Level 2: Entering New Markets & Large Opportunity Pursuits
THE SALES DRIVER
- Level 1: Using a Value Selling Network
- Level 2: Advanced Negotiation Skills
THE SALES SUPPORTER
- Level 1: Identifying the Right Opportunities
- Level 2: Scoping Services Through Discovery
THE CLIENT DEVELOPER
- Level 1: Client Expansion Through Service
- Level 2: Networking to Serve Your Clients
Why Choose Inovautus for Training?
We've helped motivate hundreds of professionals with our approach to consulting and training. Our coaching team is comprised of sales and business development experts uniquely equipped to guide modern accounting professionals to meet their sales goals and generate measurable results. We have achieved proven and scalable outcomes with decades of experience in the accounting profession.
We've developed our training programs with the big picture in mind. By incorporating our proven sales philosophy with practical methods and specific skills, our coaches help participants achieve tangible goals both individually and as an organization. Our experienced team and unique blended learning experience combines strategies and tactics to build results from the ground up.
In addition to the programs listed above, any of our prior speaking, event or webinar topics can be tailored for firm or 1:1 coaching and training. CPE credit can also be delivered for all programs.







