Selling for Accountants with Nikki Rausch

In this 100th episode of the show, Tom and Adam welcome Sales Maven, Nikki Rausch, to provide tips and strategies for successful selling. Nikki emphasizes the importance of creating curiosity, asking questions, and telling stories to engage clients and establish credibility. She also shares her five-step process to a sales conversation called the "selling staircase," which includes understanding the client's needs, creating curiosity, discovery, proposal, and closing the sale. The conversation covers the importance of sales coaching and training to overcome misconceptions around sales and improve communication, providing valuable insights and strategies for accountants looking to improve their sales skills.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.