Many CPAs in public practice feel ill-equipped to handle practice development because they are unsure how to sell services. What they don't know is that by focusing on developing relationships and a personal brand will grow business without a single cold call. This session will cover ways you can build a quality referral network, establish yourself as the "go-to" CPA and increase your revenue by finding right fit clients.
Trinidad, MT
"Quality of service is no doubt needed to keep clients so keeping on giving service without obviously selling anything is the kind of service needed. However, clients sometimes fail in meeting agreed requirements or timelines & can only be babied for a period of time. Balance is needed. This presentation has given me good customer-centric reminders to think of others more than my business."Elizabeth, OK
"This was my favorite seminar yet. I enjoyed his laid back style and the applicable tips he shared. It was refreshing to know that he was genuinely interested in helping other accountants succeed and not just selling a product."Mary Jo, NC
"It was such a great course I would have liked it to be a little longer. He was a great instructor and the material is very valuable to us that are looking to grow our firms."Brad, MN
"The presenter was great. Very personable and provided a ton of great marketing information. Extremely useful presentation."Andrew, FL
"Jason was very helpful in helping us realize there are plenty of clients to go around, it is our job to find the match"Phillip, MO
"Jason is an excellent leader and teacher. I appreciate his desire to move the accounting profession forward."Alma, AL
"I enjoyed this webinar because I learned things I did not know and learn how to improve on things I do know"Bridget, OH
"This seminar was useful and easy to understand. It is something I can see myself able to do. Thanks."
Butler and Company
Vice President
jason@butlercpa.com
(505) 821-0893
Jason has been serving clients since 2003, providing tax, accounting and consulting advice to individuals and closely-held businesses, with a focus on professional services, medical and veterinary practices, individual taxation and business start-ups. Jason also consults on other financial matters, including improving business and personal cash flow, business organization and succession planning. Jason speaks at national conferences on a range of topics such as leadership training, private practice management, CPA firm top issues and practice development, as well as facilitating Trusted Business Advisor classes for the AICPA. Jason is a board member of the Children's Grief Center of New Mexico, a finance committee member for the American College of Veterinary Internal Medicine and a member of the Executive Committee for the Private Company Practice Section of the American Institute of CPAs. Jason has served as President of the Active 20-30 Club of Albuquerque and National President of Active 20-30 Club US & Canada in the past. In 2011, Jason was honored as one of New Mexico's "40 under Forty" by the New Mexico Business Weekly. Outside of the office, Jason enjoys spending time with his wife, Tina, his son, Levi, and their dogs. His hobbies include travelling, home-brewing beer and watching football as an avid Seattle Seahawks fan.