Introduction

Our Selling the Seven Cs™ program empowers accounting professionals to ethically build client relationships, grow existing accounts, and attract new business. Whether you’re a small firm or a national practice, we tailor our training to your firm’s size, service lines, and clients.

How We Help Accounting Professionals

  • Cultivate a Culture of Business Development:
    Foster firm-wide commitment to client development with a shared language, ethical practices, and growth-focused goals.
  • Deepen Existing Client Relationships:
    Identify opportunities to provide additional services and strengthen trust through proactive, client-centric solutions.
  • Generate New Client Opportunities:
    Equip your team with ethical outreach strategies to expand their networks, identify potential clients, and generate quality leads.
  • Differentiate Your Firm:
    Clearly communicate your firm’s unique value and expertise, focusing on insights and solutions rather than fees.
  • Enhance Productivity and Efficiency:
    Develop productive habits that balance client work, billable hours, and business development efforts.

Need a Coach or Fractional Business Development Leader?

Looking for a Client Development Coach or Fractional Business Development Manager  to guide your firm’s growth initiatives? We can help you find the right fit to drive results ethically and effectively. Click below to discover more or schedule a call today.


Schedule a Discovery Call to Explore Our Solutions

Learn More

Click below to know more about the Selling the Seven Cs™ Program