Super Charge Cross-Selling

    Super-charge Cross Selling 

    Opportunities ahead! Use these tools to discover and explore the hidden engagements that are waiting in your current client base. 

    Trusted Client Adviser Toolbox

    Earn your clients' trust and gain more business by looking beyond core accounting services. Our customizable toolbox and additional resources expand upon the concepts presented in the Trusted Client Adviser Toolbox.  Use these tools and this defined process to create and maintain your status as a Trusted Client Adviser to your clients. 


    Trusted Client Adviser Workshop

    Join this emerging group of CPAs and receive practical guidance on how to move beyond the numbers, maximize firm opportunities and become your clients’ strategic partner! 

    Mining Client Data for Cross-Selling

    Grow faster than your competitors by employing the 3x3x3 cross-selling techniques in your practice.

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