The CPA: Client Developer

Your staff is developing technically, but do they have the skills to help grow your firm?

Foundational Accounting Professional Development & Training for Growth

Sales and business development training typically begins at the manager or partner level in accounting and advisory firms. The problem is so many fail before they even get there. If you can expose them to the sales and business development culture early on through accounting professional development courses, their future potential as a rainmaker will be much stronger long-term than if they’re just an accountant sitting behind a desk all day doing data entry work.

A recent study by the National Association for Accountants found firms that train their accountants in sales and business development see an average revenue boost of 8% year-over-year while those without training only saw about 4.5%. The data is pretty clear: firms need more employees with these skills so if your firm wants to be at the top, you must start early.

Whether you’re a firm leader working on getting your accountants up to speed or an individual professional looking to complement your skills, The Inovautus Consulting Complete Professional Advisor® (CPA): Client Developer sales training program gives professionals a leg up over the competitor by building business development skills in three key areas:

How Can We Reach Our Growth Goal

Growth Mindset

Embrace a sales mindset by debunking the negative connotation of selling and learn how to better connect with your clients.

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Client Relationships

Develop deeper relationships with clients through advanced communication skills to uncover new service opportunities.

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Building Your Network

Assemble the right referral network through multiple channels to consistently generate quality leads both now and in the future.

Structured Yet Flexible Training

The CPA: Client Developer is broken down into three modules, designed for you to progress at a pace that fits your schedule and is structured for most participants to dedicate just one hour a week to begin executing consistent business development habits.

Plus, once you finish each lesson, we give real-life exercises so when it’s convenient for you (whether in minutes after finishing the course or weeks later), there is no excuse not to put what you’ve learned into practice!

Want to learn more?

Schedule a consultation with our training director.

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Additional Information

  • Who Should Attend: Anyone beginning their business development and referral networking journey
  • Field of Study: Communications & Marketing
  • CPE Credits: Approximately 20 credit hours
  • Prerequisites: None
  • Advance Preparation: None
  • Program Level:  Beginner
  • Delivery Method:  QAS Self-Study

Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course.  Full refunds are available during this time if the customer has not logged into the training platform (www.inovautus.thecpeseed.com). Please email marketing@inovautus.com to request a refund.  For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-491-9330.

CPE-QASThe CPE Seed is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

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