In this edition of “Building the Premier Accounting Firm,” the host, Roger Knecht, engages in a thought-provoking conversation with Amy Franko, a renowned sales expert and a distinguished LinkedIn Top Sales Voice. Amy imparts her invaluable insights into the realm of sales strategies and the cultivation of a business development mindset tailored specifically for accounting professionals.
The discussion commences with Amy drawing a clear distinction between sales and marketing, delineating sales as the direct engagement with potential clients while underscoring marketing’s role in establishing general brand recognition. Amy underscores the significance of devising a robust sales strategy and methodology, underpinned by the appropriate technological tools, streamlined processes, and comprehensive skills training. This amalgamation forms the bedrock of what she terms a “business development mindset.”
They talk about why many accounting professionals don’t perceive themselves as salespeople. Nevertheless, Amy underscores the development of confidence and competence in articulating their services and pricing as an absolute necessity. Amy also stresses the art of posing pertinent questions, actively listening to clients’ needs, and customizing solutions in response. She highlights the ideal stage of a professional’s career at which to foster these sales skills.
Amy counsels harnessing the capabilities of technology frameworks and enhancing one’s remote communication proficiencies. Furthermore, she emphasizes the creation of a direct client database, advocating a proactive approach rather than sole reliance on social media platforms.
In her role as a business owner, Amy underscores the value of fostering collaborations with her bookkeeper, CPA, and financial planner, enabling her to make informed decisions from multifaceted perspectives. She encourages accountapreneurs to fortify their relationships with clients through connections with other trusted advisors.
As the episode draws to a close Amy reminds entrepreneurs to consistently assess their growth strategies and ensure the presence of well-defined business development structures and honed skills, vital for attaining their objectives.
For more tips and advice on how to make your firms the premier accounting firm in your area, be sure to subscribe to the ‘Building the Premier Accounting Firm’ podcast to stay updated with the latest trends and insights in the accounting and business world. Remember, if it’s about accounting, it’s universal!
Guest Name: Amy Franko
Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs. Recognized as a LinkedIn Top Sales Voice, Amy is the leading expert in modern sales strategies—including in-demand sales training programs, sales strategy, and as a sales keynote speaker and leadership keynote speaker. She guides growth-oriented organizations to significantly improve their results through B2B sales strategy and sales team skill development.
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.
Download Amy Franko’s eBook: Essential Strategies for Sales Growth in Today’s Markets
Sales is the growth engine of any successful organization. When done well, modern selling is a way to earn trust, help your clients solve problems, and make their business better—even in times of disruption and ambiguity. https://amyfranko.com/resources/ebooks/essential-strategies-for-sales-growth/
Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:
“Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals
Learn what it is you can do to become an author, leveraging your expertise to market effectively your services and get the clients you deserve. This is a webinar you don’t want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.
In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals. After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.
For Additional FREE Resources for accounting professionals check out this collection HERE!
Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.
Remember this, Accounting Success IS Universal.
Listen to our next episode and be sure to subscribe.
Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback
For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777