Known as the most effective program of its kind in the country, our Practice Development Seminar (PDS) has helped over 4500 accountants achieve spectacular success in client acquisition.

Held 10 times throughout the year, this group live, three day intermediate training program will show you how to successfully acquire five to fifteen new clients each and every month. Comments such as “best move I ever made” and “you resurrected my business” are not uncommon from our previous attendees. One accountant, Arun Sareen from Fairfax, Virginia obtained over $4.5 million in annual billings with our techniques.

Whether you desire rapid or controlled growth, PDS will most certainly help you to reach your goals.

Scroll down for the 2012 Practice Development Seminar schedule.

Topics covered include:

• Internet marketing strategies including the importance of and use of video on your website to convert prospects into paying clients.
• Identifying who needs your services in the market and how to reach them.
• An attractive package of service specifically designed for the small and medium sized business client.
• Email marketing and how to set up drip campaigns to keep your name in front of interested prospects.
• How to successfully secure up to 15 qualified appointments per week with potential clients in your market with an outbound calling effort.
• How to hire, train, and manage your appointment setter.
• How to obtain the best lead sources to power your marketing effort.
• How to develop successful communication and presentation skills.
• How to obtain a commitment from the client along with an upfront retainer.
• Fee setting, pricing back-work, and keeping receivables to a minimum.
• Turn your results from ordinary to extraordinary with structured goal setting sessions.
• Internal processing procedures; showing you how to become efficient and profitable at the same time.
• What doesn’t work in marketing accounting services; avoid costly mistakes.
• Role playing scenarios: practice sessions to improve your skills.
• Internal marketing procedures; ways to obtain additional billing from your clients.
• Software and technology topics presented by Thomson Reuters, the leading software provider nationwide.
• The value of financial planning and how to cross sell this service to your growing client base.
• Cost effective methods for acquiring more 1040 clients.
• How to Overcome the QuickBooks Objection.

Training material you’ll receive at the seminar to include:

• Advantage DVD training program on how to give a successful sales presentation and overcome most client objections.
• Advantage DVD training program designed to help train your appointment setter and how to manage that effort.
• Advantage Audio CD-ROM Training Program on the 15 most common objections raised while selling your services and how to successfully overcome them.
• Advantage Audio CD-ROM Training Program on training your appointment setting staff to overcome phone objections and set appointments for you or your CSR.
• Internal processing package includes 35 forms on CD-ROM to help streamline processing procedures and help you manage your marketing effort.
• Softsell Sales Presentation – our multimedia CD-ROM sales presentation is now included with the seminar. Designed to help you make each sales presentation. Softsell can be shown via a laptop computer to prospective clients. It can also be loaded to your website so prospects can view it while online.
• Continental breakfast and lunch are included.
• Most seminars take place conveniently at full service airport hotel. (Free shuttle service from terminals.)
• We take all the risk – After the first day of the seminar, if for any reason you are not satisfied, just say so. We will refund your money no questions asked, plus reimburse you up to $200.00 towards your travel costs.
• $50,000 first year annual billing guarantee or you pay us nothing.
• Program qualifies for 24 CPE, NASBA-approved

For more information regarding administrative policies such as complaints, cancellations and refunds, please contact our office at 1-888-639-2543.