How to Upsell Your Accounting Clients


Manage episode 272256929 series 1056289
By David Cristello and Jetpack Workflow. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

I love selling…and I can help you love it, too.

I’ve earned the nickname “The Pitch Queen” by helping entrepreneurs and accounting professionals learn how to sell high-value services to their dream clients - without feeling sleazy, pushy, or desperate. And I’ve even been told that I make selling fun!

I show my clients how to have empowered sales conversations, own their value, and confidently charge higher rate so they can earn more, work less, and have the life of abundance they desire. My unique and proven sales system is currently helping CPAs add $10k to $50k in additional revenue every month.

Over my 20 years in sales and entrepreneurship, I’ve sold everything from mortgages to paleo meatballs to million-dollar homes and have worked with multiple CEOs at billion dollar companies, landed contracts with national retailers like Costco and The Vitamin Shoppe, and even pitched my way onto ABC’s Shark Tank.

My formula for success is a simple one: establish genuine and lasting business relationships, own your value and worth, and share your unique gifts with the world here!

Get my Simple 5-Step Process for helping accountants just like you enroll more high-level clients at the prices you deserve here!

242 episodes