Sales Training for Accountants

Sales Training for Accountants


Like other traditional professions the accountancy profession is changing. It is becoming more sales driven. More about growth and profit, than an impressive and enviable client list.


The need for Accountants to win new client business has never been greater, yet the majority of people are very uncomfortable selling and asking for referrals. In fact, most consider ‘Sales’ to be a dirty word.


Many accountancy businesses have excellent training departments and first rate systems to ensure that staff are always professionally up to date. But, very few formally train their staff in business development and the soft sales skills to help you get more clients, and get more from your existing client relationships.


Sales Training for Accountants can help you and your business


Being able to market yourself and your firm isn’t complicated. Meeting more clients, winning their business, developing those relationships and leveraging on them to it all again is easy. Easy when you know how.


I can work with you to learn how to build, develop and grow your natural potential. I can get you past the initial reservations and stumbling blocks and take you and your teams/businesses on to grow. Grow and then really take off!


I provide tailored workshops and one-to-one training, specific to the needs of you and your business. For many professional firms the following areas of marketing and business development training would appear most appropriate.



I would not hesitate to recommend James as a trainer or a speaker for your event. He was a keynote for me at the Bookkeepers Conference and shared his ‘Referral Revolution’ system. The feedback from the delegates was fantastic, but more relevant was those that I mentor who took ‘action’ on the expertise shared and actually experienced an improvement with the referrals they receive. This guy is practical with his thoughts to help implement a system that works.”


Mike Foster, Commercial Director – Chapman, Robinson & Moore


As long as you know where you want to be and have the commitment to take action then I am sure I will have a solution that will help.


To date I have helped hundreds of clients; from a 1 hour consultation to solve a business challenge, to speaking at national conferences and networking groups in the UK and Europe.


“Enthusiastic, passionate about his work and willing to share his knowledge and experience is the phrase that comes to mind when I think about James. I’ve had the pleasure of attending his seminars on “Client Relationship Excellence” and “Advanced Networking & Strategy”, during which James really helped me reach the next level. And, of course, his open-mindedness and outgoing personality really helped all of us enjoy these sessions on both a professional and personal level.”


Gaelle Bernard, Director – Atoz Tax Advisors


Rather than looking to put square pegs in round holes, I will visit you in your business and establish exactly how I can help you to improve in the areas you desire.


I promise you will not be disappointed by the solutions recommended. And to be fair, if you knew what you needed you wouldn’t need us in the first place!


“James inspired me to appoint him after his excellent presentation at a business breakfast. He’s really made us think about our business and more importantly take action to develop our Company.”


Anthony Pilkington, MD – BookCheck Limited


Contact me


Please do get in touch for an initial chat. You can email me at, or call me on + 44 (0) 7736 831151.


I look forward to speaking soon,


Sales Training for Accountants