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Self-Study Video Courses

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“We have used the AICPA and ConvergenceCoaching Successful Sales Strategies self-study video to support our firm-specific sales training program. It was helpful to have the video’s “six step” sales methodology spelled out so clearly and to see the accounting-specific scenarios in the course. We augmented the video with our own courseware and “real-life” sales case studies; the training program opened up a sales dialogue in our firm that had never occurred before.” Linda Forbes Marketing Director Macias Gini & O’Connell LLP

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More than ever, CPA firms in today's economic environment need to create and implement effective sales and marketing strategies to make certain they close the right engagements and focus on the right clients for their firms. The trouble is, sales and marketing is not necessarily a core competence in the profession.

That's why ConvergenceCoaching, in conjunction with the AICPA, has developed two affordable video-based CPE courses focused on accounting firm business development: Marketing: Successful Strategies for CPA Firms and Successful Selling Strategies for CPA Firms. These self-study, take-at-your-own-pace courses provide a step-by-step methodology for achieving practice growth and cover topics such as branding, lead generation, cross selling as well as developing a sales culture and implementing a unified sales methodology within your firm.

When you and other members of your firm take our Marketing: Successful Strategies for CPA Firms video course you will have the tools to:

Understand the importance of your firm's brand identity and marketing strategy
Develop a cross-selling and client communication methodology
Develop and implement proven lead generation strategies
Create a firm-wide marketing calendar

When you have completed our Successful Selling Strategies for CPA Firms video course you will have the tools to:

Develop a sales culture in your practice
Implement a proven sales methodology
Develop a consistent sales process and manage your sales pipeline

In both courses, the companion manual includes a significant number of customizable marketing and sales tools and templates for use within your firm. When you play the DVD on a computer, each tool and template can be separately viewed, saved, and printed.

The Successful Selling Strategies for CPA Firms course offers 8 CPE credits and is $165.00 for AICPA members and $206.25 for non-AICPA members for the DVD format. The Marketing: Successful Strategies for CPA Firms course offers 12 CPE credits and is available for $179.00 for AICPA members and $223.75 for non-AICPA members for the DVD format.

You can place your order at www.cpa2biz.com or call 1-888-777-7077.

If you have any questions about the content or value these CPE video courses will provide for you and other members of your firm, please call Jennifer Wilson at (402) 933-2900. Generate more opportunities for your practice by developing your firm's core competencies in marketing and selling and by implementing our proven marketing and sales strategies within your firm!

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