Sales & Business Development Skills Training for CPAs
Accounting and advisory firms often reach out for sales and business development training when they recognize their ability to grow is not as strong as their desire to grow.
Sometimes accounting firm professional skill training focuses on getting you the fundamentals you need to get started. Other times, it’s as simple as participating in a refresher course on technical skills such as social media, communications or networking.
The Inovautus Consulting Complete Professional Advisor® (CPA) Micro Programs are the perfect way to get up to speed on your training needs whether you’re just getting into the game or need a refresher.
The best thing about our accounting firm micro programs is that they cater specifically to accounting and advisory professionals who want convenience as well as flexibility. Inovautus Consulting’s innovative online learning platform allows professionals like you to complete the courses at your leisure.
LinkedIn Fundamentals
Is LinkedIn just a place for your online resume and an opportunity to connect with friends and professional colleagues, or do you want to use the social network to expand brand awareness for you and your firm to bring in new business? As the platform of business leaders, key decision-makers, and executives choose to converse on more and more, your LinkedIn skills need to be top-notch to stand out above the competition.
Inovautus Consulting’s multi-chapter program on LinkedIn Fundamentals may be what you need to gain the edge in a virtual world. Some of the strategies you’ll learn through our accounting firm professional skills training are:
- Building out every component of your profile to make you stand out
- Connecting with colleagues, decision-makers, and prospects
- Leveraging your thought leadership to build your personal brand
- Security and privacy settings
Communication Best Practices
Communication techniques and strategies have been changing for years, and the recent COVID-19 pandemic forced even more alternatives to the forefront in keeping everyone on the same page. In-person meetings. Phone calls. Texting. Instant messaging and online chat. Social media. Video meetings via Zoom or Teams. With so many options for staying in touch with business contacts, determining which methods to use – and when to use them – can create confusion and anxiety.
Inovautus Consulting’s 6-part program on becoming a master communicator will help you ensure your message is heard. Some of the strategies you’ll learn are:
- How to select the right communication method
- Best practices for each method, including email, social media, office phone, cell, text, video, and in-person
- Templates that provide sample messaging for each type of communication and a checklist to help you determine the best method for business situations
Advanced Relationship Building
Relating to others – colleagues, clients, prospects and decision-makers – in a way that creates trust and understanding is key to your growth and success as a professional. Relationships in the accounting and advisory profession are everything, and it’s a skill that always needs fine-tuning.
This 2-part program on Advanced Relationship Building to learn how to better leverage small talk and ask more powerful questions to create deeper relationships and build trust with the people who need – and buy – your services.
Some of the strategies you’ll learn through our accounting firm professional skills training include:
- How to make the most of every opportunity to build relationships
- Best practices for asking questions and sustaining conversation
- Establishing and nurturing a mindset that produces genuine results
Have a Question About Growing Your Skills or Firm?
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