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[1.0 CPE Credit]

About this webinar

As firm owners, we make ourselves the entire sales team because we just don’t trust that anyone else can do the all-important work of bringing in new clients. While you might be the best closer of new business, is it the most effective use of your time? Join us for a candid conversation of the failures and the successes that one firm owner experience while building his sales team that didn’t include him.


Course Objectives:

Understand the various roles in the sales function.

Learn how to map the steps in a sales process and who should be doing them.

Understand the daily activities of a salesperson.

Learn how to measure the performance of a sales function.

Hear from a firm owner on his mistakes and learn not to make the same ones.


About your instructor

Kenji is the Founder and CEO of Acuity an outsourced accounting and tax firm that has served thousands of clients. He is passionate about breaking the mold of the traditional accounting firm and creating the best place to work for accounting professionals. Outside of Acuity he is married to his college sweetheart (a fellow entrepreneur) and is the dad to two teenagers whom he is exceptionally good at embarrassing.





Participants will earn 1.0 CPE credit.

Field of Study: Business Management & Organization- Non-Technical

Prerequisites: None

Advanced Preparation: None

Program Level: Beginner

Delivery Method: Group Live Webinar

Refunds and Cancellations: Requests for refunds must be received five days prior to the webinar and are subject to a $25 cancellation fee. No refunds will be granted less than five days prior to the webinar. For more information regarding refund, complaint and/or program cancellation policies, please email amanda@elefanttraining.com.

Elefant, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.