Tag Archives: prospects

How CPA Firms Can Build Better Rapport with Prospects

You have worked hard for the opportunity to meet with a new prospect. You only get one chance to make an outstanding first impression and to present your CPA firm’s capabilities in the best possible light. Are you ready?

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Ten Conversational Formats That Will Build Business-Generating Relationships

For CPAs and business advisors, thought-provoking questions are the most valuable tool for learning a client’s business and financial challenges. When you ask thought-provoking questions about potential problems or opportunities, it expands a person’s perception of what you can do for them.

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