Accounting with Confidence
Podcast
Episode 15: Guarding your Front Door
Mastering Sales Discovery Calls in Accounting: A Proven Process
In this episode of 'Accounting with Confidence,' Beth Whitworth, an experienced CPA and business owner, shares her journey of developing the critical process of conducting sales discovery calls. She emphasizes the importance of vetting prospective clients to ensure a good fit, navigating conversations to uncover potential red flags, and implementing a structured approach that has streamlined her business operations. Beth also discusses tools like Canopy and Ignition that have revolutionized her task management and proposal systems. Tune in to learn how to make your accounting practice more efficient and build stronger client relationships.
00:00 Introduction to Beth Whitworth
01:07 The Importance of Sales Discovery Calls
04:08 Why Vetting Prospective Clients Matters
08:41 Our Discovery Call Process
16:22 Conducting Effective Discovery Calls
24:32 Creating and Managing Proposals
29:55 Onboarding New Clients
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Episode 13: Positive Overwhelm
Ever have one of those months where you wonder how you even made it through?
Join me while I talk about what's been going on recently that has me overwhelmed, but not in a bad way.
Is Positive Overwhelm a thing? From hiring, firing, traveling, and software converting, I feel like I've been doing it all lately but have been pushing through and recognizing that the overwhelm doesn't have to last forever. In fact, it only lasts as long as I let it.
In addition I talk about the practice management software that we are currently implementing and as promised, I searched out an affiliate link Canopy Affiliate. I'm in love with this application and can't wait to share more about how it elevates our firm.
Episode 3: My Why
Episode 2: Marketing Mindset for Accountants
Why is marketing so hard for accountants to embrace?
- Constantly learning
- Scheduling some focused time
- Setting a goal of progress not perfection
Attitude & Effort
There are is so much happening in the world right now and it seems that there is always a busy season. Learn what mindset shift I am working on to make my current busy season less stressful and more memorable.
Submit a question here for a future Listener Q & A episode.
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About the Creator
Beth Whitworth
I have over 25 years of experience in the industry and want to share what I know with you. Why? So that you can have confidence in what you do! Accounting with Confidence was born out of my desire to teach others the skills to make their job easier.