Professional Services Training

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Training for Lenders & Accountants

Helping Financial or Business Professionals Succeed

As a lender or CPA, you are a critical part of a small business’ success. Whether you are helping with financing or preparing taxes, you are an intricate detail in a business owner’s life.

However, often times we are limited by our own “geek speak” as accountants, lenders, and advisors. We don’t do a good job translating information to our clients and in turn, we may not be able to fully communicate our value.

Whether you want to learn how to generate more leads, access better deals for your financial lending institution, or close more sales for your bookkeeping, accounting, payroll, or tax practice, our lender or CPA classes could be just what you are looking for. Workshops will help you successfully communicate the value you bring to the table. We’ll also help you simplify the language of business and accounting, allowing your clients to have a better understanding of their financial terms and statements.

Our commitment to working with small businesses is a direct result of these soft skills. We hope to build them with you and your team! As a lender, we want to work with you to help you better understand your small business owner’s relationships with their clients and prospective borrowers. Learn how to read financial statements and tax returns to better understand your client’s financial position, creditworthiness, and how to become a trusted advisor to the clients you serve by communicating in a language they will understand. Show your clients how committed and knowledgeable you are in their field.

A business executive explaining documents to his clients.

Building Your Accounting or Banking Book of Business

Training for the Finance-Minded

You can balance the books in your sleep and you can spot a good or bad business to loan to with just a simple glance at a P&L. But when it comes to growing your book of business or enhancing your customer communications, you definitely have “math brain” getting in the way. We can help you build the soft skills, sales approach, and communication strategies that will drive success in your firm:

Lender Series Training

Our Lender Training Series will teach you the necessary tools to position yourself as their trusted advisor. By better understanding your client's financial position, their financial statements, and tax returns, you'll have a leg-up against other lenders. Additionally, enhance and build your skills to speak, understand, and better communicate the “language of business” with your clients.

CPA Series Training

As a licensed CPA, there are a lot of people that need your help year-round, not just during tax season. This workshop helps you build your strategies for year-round business development and communications. We will help you recognize how to translate the language of accounting to your prospects and clients, expressing the true value you bring as an accounting partner.

Small Business Workshops in the Milwaukee Area

Register for Our Upcoming Business Workshops!

december, 2018

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