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Free cpe webinars
Close a Deal On Your Lunch Break

CLOSE A DEAL ON YOUR LUNCH BREAK

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 11, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This training is designed for accountants, tax pros, and bookkeepers who struggle with the sales process and want to learn how to close deals in less time. Attendees will learn how to sell their services more confidently and effectively to business owners, ultimately helping to grow their firms.

The training will cover techniques for building rapport and establishing trust with potential clients, identifying their needs and pain points, and creating compelling proposals that address those needs. By the end of the training, participants will have the skills and confidence they need to close deals faster and more directly. 

Learning Objectives: 


  • List techniques for building rapport and establishing trust with potential clients 

  • Describe strategies for identifying clients' needs and pain points 

  • Identify how to create compelling service offerings that address clients' specific needs 

  • Evaluate ways to confidently handle objections and close deals more directly

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Shanita has a broad wealth of accounting experience in various industries including healthcare, academia, retail, manufacturing, energy, construction, financial services, childcare, and transportation. She has worked in non-profit, for profit, and publicly traded companies. Despite her success in Corporate America and working for multi-million-dollar firms, her passion has always been the backbone of America; small business owners. 

About Our Presenter

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Jones Taxes & Financial Services, LLC is a full-service accounting firm. They believe in continuing education to maintain the most up-to-date tax information. They specialize in individual and small business tax preparation and bookkeeping. While it is not their goal to gain the most clients but the most satisfied clients, they have constantly increased their client base over the last several years. They are presently accepting Bookkeeping and Tax clients in all 50 states.