Professional Selling for Accountants – 2 Module Microcourse

$300.00 excl. GST


PROFESSIONAL SELLING FOR ACCOUNTANTS is a 2 module eLearning course focusing on the skills required to engage clients in discussions about additional services. Focus is on reframing the client relationship to include advisory as well as compliance services through the process of internal investigation and client conversation.

Course structure:

a. 2 x 1hr online presentations
b. Workbooks and support materials
c. 8 Assessment tasks

Module 1: Understand client needs and wants

a. What do clients really want?
b. The advisory services roadmap
c. The discovery conversation
d. Client health checks
e. Active listening techniques

Module 2: The sales process from interest to commitment

a. Review –a journey of discovery
b. Client behavioural and motivational styles
c. RAIN – From discovery to commitment
d. Succeed with proposals
e. Dealing with client roadblocks

Who should enrol in this course?

The course is suitable for partners, managers and accountants in public practice

CPD Points:

Participants who submit and complete all assessment tasks will receive 4 CPD hours towards their professional education requirements.

Course fee:

$330 inc GST per firm for the presentation and up to 4 enrolled learners
Additional individual registration fee is $55 inc GST per enrolment. Contact to discuss further


You can access the course through our online eLearning portal [] anywhere, anytime.
All registrants will have access to course content for 12 months from the date of registration.

For further information about the course, email

Dale Crosby

Dale Crosby

Dale is passionate about helping the people of accounting and advisory firms use technology to really engage with their clients and their colleagues.
Dale Crosby