Take the Pressure of ‘Selling’ Out of ‘Cross-selling’

Two businesswomen sitting at table and talking in office courtyardYou don’t have to solve the problem, just make the introduction.

By Ty Hendrickson

Cross-selling at accounting and advisory firms. It’s something a lot of firms often talk about but frequently seem to struggle with. But as the profession continues its shift toward advisory services, it’s never been more critical.

MORE: Don’t Confuse Marketing with Biz Dev
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

There’s so much opportunity to do more for existing clients (and drive revenue higher). Yet, many accounting professionals tend to overcomplicate the cross-selling process, which simply begins – and sometimes ends – with having a conversation.
READ MORE →

Business Development and Sales Aren’t Scary

…When you do it by the numbers.

By Ty Hendrickson
Inovautus Consulting

It’s well known throughout the accounting and advisory industry that business development and sales terrify accountants, who also are quick to say it’s not what they were trained to do.

The reality is number manipulation, which is what accountants do best, is the fundamental building block for sales.

Once the framework of sales is broken down into a numbers game, it becomes fun and exciting – some would say almost easy. READ MORE →

5 Ways to Incentivize Growth

number 5 drawn in sandMake it profitable for your employees to bring in business.

By Ty Hendrickson

Flash back a year ago, pre-pandemic, to yet another after-work networking event that you feel like you have to attend to build your practice. You have some good conversations with people you always see at these events. You have some food and drinks, but you don’t come home with any new real leads. The only thing you get is an extra pound on the scale in the morning and another night away from friends and family. Does this sound familiar?

MORE: Five Time Management Tips to Survive Busy Season | Sales Shouldn’t Be Scary | 5 Ways to Rethink the Way You Communicate | Get Goal-Ready for 2021 | Three W’s for Networking the Right Way
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Fast forward. Many of these events no longer exist … not that you were finding them all that effective anyway. How do you find leads in our current environment?
READ MORE →

Five Time Management Tips to Survive Busy Season

Ask why you’re putting things off.

By Ty Hendrickson

Tax Season is already here and in full swing in our house. I know what you are thinking, “She doesn’t have tax season anymore!” but that is not true. Some of you know that not only am I a CPA, but I’m also married to a CPA so I couldn’t manage to get away from tax season even with a career change. That means that this time of year is always a little stressful as everyone adjusts to new schedules and routines, but with a little planning and the correct mindset it does not have to be bad.

MORE: Sales Shouldn’t Be Scary | Sell Your Services on Value, NOT Price | 3 Steps to Getting the Most Out of Every Meeting | Why Choose You? | The One Big Reason Your Hiring Sucks | Are You Botching Your First Impression?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Each year we look for new ways to better manage our time and become efficient so that we can make these three and a half months as stress-free and easy as possible on everyone involved. Today, I’m rounding up our top five time management tips to help make these crazy few months operate just slightly more smoothly for you as well.
READ MORE →

Sales Shouldn’t Be Scary

Hands using a calculatorHow a funnel will get you there.

By Ty Hendrickson

No, I haven’t lost my mind, I truly believe that all accountants should love sales.

MORE: Sell Your Services on Value, NOT Price | When Did Our Reaction to “NO” Change? | Build the Practice You Want in 4 Steps | Get Goal-Ready for 2021 | Maybe the Pandemic Isn’t All Bad | The REAL Problems Created in a Remote Workforce

GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

It is well known that the general sentiment in our industry is that business development is terrifying and not what we were trained to do as accountants. In reality, the fundamentals of sales are actually what accountants do best – number manipulation. Once the framework of sales is broken down to a numbers game, it becomes fun, exciting and dare I say, EASY!
READ MORE →