The discovery process for accountants

Posted by Sageworks

In this brief video, Lauren Prosser of ProfitCents describes the objectives of “The Discovery Process” for CPAs and accountants. Prosser provides insight on how to identify opportunities to sell more accounting services to existing clients. She also discusses shifting your focus from the problem to the solution, developing client-centric definitions, and creating partnerships.

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.

tags: accountant, Accounting, accounting services, client relationships, CPA as a business advisor