In this course, accountants will learn a start to finish and easy to follow sales framework developed specifically for accountants detailing how to gain new business efficiently.
Business Development Framework for Accountants is a self-paced program specifically designed to help CPAs and accounting professionals master the skills needed to drive meaningful business growth. Sales can be intimidating for many accountants, but this course breaks down the process into a clear, actionable framework that makes selling feel natural and achievable—even for those without a sales background.
With a focus on selling based on value rather than price, this course teaches you how to identify your ideal clients, prospect effectively, secure meetings, and ultimately close new business. Whether you're aiming to grow your client base, advance within your firm, or position yourself as a trusted advisor, this program equips you with the tools and confidence to unlock your full business development potential.
5 activities • 5 videos • duration: 2h 17m
CPA and Sales Evangelist
Ty is a CPA with almost 20 years of experience in both public accounting and sales. Ty worked as an accountant at firms ranging from small to large prior to moving into the accounting technology sector successfully building sales training programs for both Wolters Kluwer and Bloomberg BNA. Working in different areas of the accounting industry, Ty recognized that sales and business development skills are a necessary part of the job of a CPA, but also the most underserved in terms of skill development and training. Ty’s passion is to provide the tools necessary for accountants to not only be successful, but also enjoy business development. Ty has a Bachelor’s degree in Accountancy from Transylvania University in Lexington, KY.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
Speaker has a real entrepreneurial perspective on how to grow your practise. Good principles that can be applied to a number of business scenarios. Really enjoyed the session.
Great presentation with lots of good action points. I would prefer that the slides have more info on them and that the slides be available to add to.
