Express Enrollment
About our next team:
- CCA âTâ Team starts on July 6th, 2023
- First 3 Thursdays of the month from 2:00 - 2:50 pm CT. We do not meet in the 4th or 5th week of the month.
- 18 Sessions for a total of 900 Minutes of High-Level Coaching with Jackie and Chuck.
- Includes inclusion into the CCA cloud and 24/7/365 access to ALL materials and recordings.
- During onboarding, you will be sent a calendar link to all 18 sessions â we use the same zoom link for ALL of your sessions.
Our Current Group's Curriculum:
- Time Blocking For Accountants
- Efficient Client Communication through Priority Codes
- Effective Deadline Strategy
- Client Care Calls for Solid Relationships & Valuable Referrals
- Repeatable Time-Saving Videos & Communication
- Your Value Pricing Blueprint To 3X Fees Via Planning & Advisory Services
- Tax Technical Case Studies via TaxPlanIQ
- Confidence through Situational Selling
- Personality Styles for Communication Simplification
- Packaged Offerings Conversion
- Discovery Meeting Optimization Strategies
- Conclusion Meetings Optimization Strategies
- Client Sales & Onboarding Process Automation
- Client Guidelines Strategies including Boundary Setting
- Homework, Emergent Challenges & Celebrations Check-Ins
- Client Presentation Chairside Reviews
- Confidence-Building Peer Examples
- Course Close Out, Recap & Invitation To Future Exclusive Events
* Course topics may be changed/customized for a group at our discretion.