Are you ready to up your advisory game?
Learn how to build stellar budgets for your clients. Cathy Iconis will walk you through the process of building a budget – planning, gathering information, determining the numbers, and the final review. This 73-minute training includes a real-life example of building a budget in Excel – plus...
Cathy Iconis will walk you through how to develop a marketing plan for your bookkeeping practice.
- Describing Your Business & Services
- Learning the Sales Process
- Market Analysis
- SWOT Analysis
- Marketing Objectives
- Tactical Plan
- Inbound Marketing
- Outbound Marketing
- Measuring Success