Sales 101 for CPAs

Price: $9.75

CPE Credits: 1.0

Category:

Course Number: CMSALEJD

sales engagement

Description: If you are not a “SalesPerson” but you need to sell your services and yourself then this course is for you. The purpose of this text is to provide some tactical (and practical) guidance for a successful sales engagement for the “non-sales” accounting person. Joe does a nice job of interjecting a bit of humor into the process.  The skills in this course are applicable during an individual sales call as well as over a longer-term sales cycle with a potential customer.  Very often the decision to purchase one’s accounting prowess is not made on the first call, but over the life cycle of the sales engagement process. Table of Contents Delivery Method: Online QAS Self Study. Level: Overview. Prerequisites: None Advanced Preparation: None

Author: Joe Daily, MBA Publication: October 2017 Format: PDF Pages: 33 Passing Grade: 70% Exam Policies: Exam may be retaken. Course must be completed within one year of purchase. CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recognize the elements of the Sales Marketing Flow
  • Recognize the elements of the Sales Call Flow

 

Overall Rating – 5 Stars – Rodney S.

5 Star CPE Rating

Description: If you are not a “SalesPerson” but you need to sell your services and yourself then this course is for you. The purpose of this text is to provide some tactical (and practical) guidance for a successful sales engagement for the “non-sales” accounting person. Joe does a nice job of interjecting a bit of humor into the process.  The skills in this course are applicable during an individual sales call as well as over a longer-term sales cycle with a potential customer.  Very often the decision to purchase one’s accounting prowess is not made on the first call, but over the life cycle of the sales engagement process. Table of Contents Delivery Method: Online QAS Self Study. Level: Overview. Prerequisites: None Advanced Preparation: None

Author: Joe Daily, MBA Publication: October 2017 Format: PDF Pages: 33 Passing Grade: 70% Exam Policies: Exam may be retaken. Course must be completed within one year of purchase. CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recognize the elements of the Sales Marketing Flow
  • Recognize the elements of the Sales Call Flow

 

Overall Rating – 5 Stars – Rodney S.

5 Star CPE Rating

  • “Thank you for a high quality CPE resource. As a CPA in a small nonprofit, I find your library quite helpful to meet my needs. I appreciate the service.”- 

    - Cheryl

  • I loved the course as it had current cases which I am familiar with. Best ethics course I have taken in recent memory. Thanks!”

    - Kathy

  • “The course on ethics was one of the best correspondence courses I ever used.  It was well organized and the examples used were extremely helpful.”

    - Tommy R.