Cpa Conversations Podcast

Mastering the Art of High-Value Client Consultations

Informações:

Synopsis

For many small and medium-sized firms, a consultation with a “high-value” firm can be a nerve-wracking experience that takes them out of their element. In this episode of CPA Conversations, Loren Fogelman, price and profit coach for Business Success Solution, provides tips on the focal points to drive home when delving into the CPA sales process. To read the full transcript, click here.