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HOW TO STAND UP TO YOUR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 27, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

As an entire global industry accountants pander to their clients when it comes to getting paid.

Why is this happening?

For an industry that spends their time discussing cashflow with clients and fixing their client’s financial issues, we don't practice what we preach.

We offer every type of payment plan or scheme possible, except the upfront payment. We hesitate to offer upfront payment, yet advise all our clients that this is the only way to increase or fix their cashflow problem.

We essentially act as a loan house to clients until they are ready to pay us. It's crap!

Amy Holdsworth will show you how change your mentality and switch your clients to upfront payments painlessly. Start getting paid on time!

Learning Objectives

  • Understand why we offer so many types of payment options

  • Changing your mentality about upfront payments

  • Approaching your clients, how to tell them you’re changing your ways

  • Be firm, get paid, enjoy your new cashflow

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Testimonials
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Sonia, NC

"I carefully select the webinars that I attend, and so far, I am rarely disappointed with the quality of seminars from CPAAcademy. This one seminar was no exception. I truly enjoyed and I even understood her Australian accent! It was a great presentation."
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Julie, TN

"This is very informative and helpful for those of us who are not as firm as we need to be with our clients. Good tips that I will implement in my practice to handle the difficult clients. The sharing of comments is also a great networking tool offered."
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Justina, IL

"Good presentation. I will definitely use it in my business especially when potential clients come in to my office for advise and walk away without paying or expecting to be billed because they consider themselves my friends or acquaintances."
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Gerald, FL

"Extremely well presented. CPAs should not be afraid to Fire a Client, especially when they are so difficult to satisfy or too demanding. I've fired very few clients over the years, but one way of doing so is to Overbill them.."
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Brian, OK

"The presentation was straight to the point. Amy did a wonderful job conveying the information and saved plenty of time for the myriad of questions the audience had. I would watch a future webinar if she was the speaker."
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Shamese, FL

"This was an amazing webinar, reinforcing the main point that service providers need to understand and appreciate their own value, and then offer it to the world with that conviction, to get the right set of clients."
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Eric, SC

"Excellent webinar, one of your best. While I might not have agreed with everything Amy said, she had much to offer that will benefit my firm."
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Ed, NH

"This webinar was OUTSTANDING! Amy validated so much of what I know I should have been doing and what I plan to implement."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Amy Holdsworth

Ignition
Ignitioneer Success Manager
amy@practiceignition.com
(415) 460-7722

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Amy comes with a wealth of knowledge in the Accounting Industry; practice management, business systems and software implementations. She knows PI inside out and loved it so much in her previous accounting firms, she joined our team. Jet setting, clean eating and exercise are some the fun stuff Amy likes and, she bakes a mean cake too, rocket style of course.

About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.