The accounting industry is changing
As competition becomes more acute and talent more scarce, today’s accounting firms must proactively provide the soft skills and technologies their CPAs need to sell their services. Gone are the days using spreadsheets to manage pipelines. Modern firms need a formal sales acceleration process to harness the full potential of their people.
Lead Pipeline Management for Busy Accounting Firms
Referrals are essential to the growth of your firm, but not all leads are created equal. PIPELINEPLUS sales acceleration software helps busy senior managers and partners identify and nurture their most valuable leads, as well as assess the value of current clients to determine which have the biggest growth potential.
In addition, PIPELINEPLUS provides business intelligence dashboards to track sales progress and understand the data that drives strategic decisions.
Executive Coaching to Support Tax Professionals’ Business Development
Scaling your business development efforts requires putting repeatable systems in place and learning to keep your accounting professionals engaged and active. Our leadership development executive coaching will help them develop the soft skills they need to become better business developers.