Upcoming Webinars | Engineered Tax Services

UPCOMING WEBINARS

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ABLE Webinar

Thursday, December 3, 2020 | 3PM EST 

Presented by ABLE CRM

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Built on 20+ years of experience working with CPAs, ABLE combines a series of proven best practices from the most successful firms into a systemic program designed to fuel growth and development at your firm. 

ABLE helps users efficiently focus their business development (BD) activities to achieve maximum results – a critical attribute given the limited number of non-charge hours practitioners actually have to invest in BD.

Marketing Audit + Marketing Outsourcing Webinar

Thursday, Dec 17, 2020 | 3PM EST 

Presented by The Growth Partnership

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Strategic Planning & Firm Retreats Webinar

Monday, Jan 7, 2021 | 3PM EST 

Presented by The Growth Partnership

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Trusted Advisor Program Webinar

Thursday, Jan 21, 2021 | 3PM EST 

Presented by The Growth Partnership

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NPS Surveys Webinar

Thursday, Feb 4, 2021 | 3PM EST 

Presented by The Growth Partnership

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Has your firm ever wondered if your marketing approach is the most effective?  Do you know if you are allocating your budget to all the right things? Are you missing key opportunities within your marketplace? What are your competitors doing in comparison? Is your whole team on the same page regarding your marketing strategy?  Finding the answers to these questions is the ultimate goal of the strategic marketing audit. 

The Reluctant Salesperson (TRS) is designed to help accountants and architects become more comfortable, confident and skilled at developing and nurturing business relationships. Participants will build personal marketing plans based on their individual needs, desires and behavioral tendencies, and leave with simple, practical tools and behaviors that lead to sustained business development success. 

Many CPAs acknowledge the need to shift into a more proactive advisory-focused posture when serving their clients, but most lack the systems to effectively make that transition happen within their firms. Breaking free from the traditional compliance / annuity services mindset requires a new way of thinking, and an entirely new approach.

In today’s hyper-competitive market, CPAs can assume that their top clients are their competitor’s top prospects. As such, progressive firms deploy systems to measure, and subsequently manage, the level of satisfaction within their key client relationships.

How to Ignite Firm Growth with an Exceptional Leadership Training Program

Thursday February 18th | 3 PM EST

Presented by The Growth Partnership

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For over 20 years, The Growth Partnership has been helping CPA firms develop their people and grow their firms. Our extensive catalogue of training courses is designed to support your internal learning and development objectives, and sessions are always delivered by a facilitator with an extensive background in the accounting profession.