The Professional Services industry is experiencing massive change. Is your firm surviving - or thriving?
Are your partners intentionally driving growth? Are they consistently identifying leads that turn into wins?
Does your firm have a comprehensive business development plan? Does everyone follow it?
Are there specific growth areas where your teams are falling short? Cross-selling, targeting, pricing, relationship-building, even confidence?
Let us partner with you to drive long-term sales, maximize profitability and boost the trajectory of your firm.
Whether you're looking to kick off a conference or energize your leadership team, we deliver more than a moment—we deliver momentum.
Cracking the Cross-Selling Code: A 5-Step System for CPA Firms to Unlock Client Growth
Are you leaving revenue and growth opportunities untapped? This dynamic workshop reveals a proven five-step system designed to help CPA firms maximize client growth through strategic cross-selling.
Unlocking Your Dream Clients: A Roadmap for Mid-Level Accountants
What if you could consistently secure meetings with top executives and land your ideal clients? This workshop delivers a powerful four-pillar system designed to help mid-level accountants break through barriers, build meaningful relationships, and close high-value deals.
The Blueprint for SMART, Sustainable Growth: Building Your Firm’s BD Operating System
Is your firm’s business development strategy built for lasting success? This workshop unveils a proven framework to help CPA firms create a scalable BD operating system. Learn how to craft a strategic vision, refine your messaging, target the right audience, and implement a results-driven roadmap that fuels consistent growth.
Supercharge Your Career with a Winning Network
Success isn’t just about what you know — it’s about who you know. This workshop debunks common networking myths and provides actionable strategies to help accountants build authentic, high-value professional relationships. Learn how to identify the best networking opportunities, make meaningful connections, and nurture relationships that drive career growth.
How to Gain & Retain Clients: Establishing Trust, Respect & Likability Fast
Do you need more clients; and clients who keep coming back? In this dynamic workshop, you'll discover how to quickly build trust, earn respect, and boost likability to drive real business growth. You'll learn the essential relationship-building skills that set top professionals apart and turn first impressions into lasting partnerships.
Engaging & Energizing Training
Inspiring. Encouraging. Transformative. You'll leave feeling empowered to action and equipped with real strategies to lead your firm to the next level.
Tactical & Business-Focused Insights
This isn't just another keynote but a catalyst for real change in your organization. We deliver actionable information and advice, empowering your leaders and elevating your firm.
Practical Guidance on BD Methodology
As experienced service professionals who have been in the “trenches", you'll learn easy-to-implement Business Development principles for sustainable and profitable growth.
Click the link below to schedule a time to discuss the details and to find the best keynote or workshop for your audience and needs.