Accountants increasingly recognize the importance of business proposals, both for new prospects and for strengthening relationships with their long-term clients. And yet, many situations remain where accountants:

• Complete work for a client BEFORE they’ve agreed on the terms of engagement


• Do more work than was initially agreed (scope creep), with or without additional fees


• Wait an unreasonably long time to get paid for completed work


• Lose business because it takes too long to generate proposals or because of poor quality proposals


• Lose business because they haven't clearly described the business proposition and return on investment

In this webinar, we'll describe simple steps to improve the speed and quality of proposal generation—to ensure quick sign-off and the best payment terms. We'll show examples of accounting businesses raising the profile of proposals and engagement letters, so they become central to growth strategy instead of "necessary compliance documents."

This webinar is suited to business leaders looking to improve sales and client management processes along with profit and cash flow.

Learning Objectives:

• Recognize the importance of business proposals


• Identify ways to improve the proposal creation process


• Determine how proposals become a central component of a firm's growth strategy