The Art of Closing and Keeping Clients Learn How to Sell and Close

The The Art of Closing and Keeping Clients is a step-by-step program is uniquely tailored for accountants who wish to dramatically increase their selling and closing skills.

business handshake

Learn How to Close More Business

This program was created exclusively for accountants. It will teach you how to develop the skills to become a life-long rainmaker for your accounting practice. The program is ideal for accountants who are looking to hone their selling skills when it comes to closing accounting business.

We boil down the selling process into logical segments that allow you to express what your prospect wants to hear, thus making it easier to close them. Accountants using our techniques typically achieve closing rates of 30-40%. You'll find that the investment in the program will be paid for once you close your first client.

Program Highlights

View the Program Outline

  • closing deal shake

    Dramatically Improve Your
    Selling and Closing Skills

    This program is idea for accountants who are looking to hone their selling skills when it comes to closing accounting business, and become a life-long rain maker for the accounting practice.

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  • strategy chess piece

    Learn 9 Key Closing

    The accounting industry has many unique platforms to sell new businesses. Giving us an advantage when speaking to prospects and closing them as new clients. Once you understand how to position this communication, the rest is easy.

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  • businessman on phone

    Close Over 80% of New
    Business Over the Phone

    Once you learn the step-by-step closing techniques to use with prospects the rest is easy. The video support provided reinforces what you learned so you can close new business over the phone.

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What You'll Learn

This program will teach you:

  • The most common reasons accountants don't close and how to avoid them
  • Nine key closing strategies
  • A step-by-step approach to staying on track during every phase of your closing

You'll learn how to:

  • Dramatically improve your selling and closing skills
  • Use "bottom-line" selling for accountants to produce more clients
  • Master the technique of "true value" selling
  • Do 80% of your closing on the phone, sometimes 100%
  • Close virtually all types of businesses and individuals
  • Identify if a prospect is worth pursuing
  • Close clients that yield high profits to your firm

What It Includes

The Art of Closing and Keeping Clients Program is delivered right to your computer via streaming video. With your self-study program you will receive the following:

  • On-demand videos of the program
  • Complete Library of forms, documents, and agreements
  • Toll-Free Support to assist you with questions or elements of the program
  • Library of additional reinforcement videos
  • 7 day money back guarantee


For just $499 you can learn to sell and close new business.

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Frequently Asked Questions