In this brief video, Director of ProfitCents Professional Services Lauren Prosser points out that two-thirds of clients are not aware of all of the services that accounting firms offer. Prosser provides insight on how to identify opportunities to sell more accounting services to existing clients.
This clip is from a Sageworks’ webinar entitled "Cross-Sell Accounting Services." In this webinar, Prosser discusses how to lay a foundation for your accounting firm's sustainable growth by cross-selling services to your existing client base through "The Discovery Process." Watch the full on-demand webinar.