CPA - small firm
CPA - medium firm
This webinar focuses on attaining Greater Firm Profitability Through Process and Technique. Specifically, it will address a complete approach to negotiating and having a conversation based on value.
Immediately following the presentation, Pete Potsos will demonstrate Sage Accountant Cloud.
Experience operating at the speed of now with Sage Live! For the first time ever accountants can see their client manager, practice manager and firm financials in one place, in real time!
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Setting up the right negotiation – right parties, interests, no-deal options, sequence, etc.
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Designing Value-creating deals to meet a more desired outcome and make them more sustainable.
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Problem-solving tactics at the table by improving communication, establishing trust, countering hardball maneuvers, and overcoming cultural differences.
John, TX
"Another great presentation. Your success in finding presenters and topics going beyond the usual nuts and bolts of tax law and procedure has been impressive. This is another high quality example of providing very valuable presentations. It is so good, I am planning to take it in again when it is posted in the archives. Thank you to all who made the presentation possible."
Myrnah Basallo, CA
"I've been taking webinars under CPA Academy for almost two years and I been learning and getting a lot of information that was educational and very informative without paying a fee and yet getting a CPE credit .I always recommend the CPA Academy to my co associate and friends that's in the same business as I am who will benefit by attending the webinars under CPA Academy."
Bill, CO
"This was a great webinar. Thomas was well prepared, outlined the agenda and kept on task to get through all the material effectively and efficiently He had good examples and gave practical ideas and strategies that could be used immediately. I would recommend this course to others."
Deborah, CO
"Thanks Thomas. Great presentation on material that is really relevant. As a person with over 20 years in public accounting, it's my experience the negotiation skills are very necessary yet not well taught or developed in employees. I appreciate you sharing your time and knowledge."
Tom, TX
"Great content. Lots of useful information and strategies. My two biggest takeaways are: "Emotion is the enemy of Negotiation and the best strategy is to be dispassionate and compassionate at the same time." Impressive presentation."
Dawn, NC
"Thoroughly enjoyed the presentation! Stayed in purely listen mode so I am pleased I have the slides to go back to! I hope to take what I have learned to improve my negotiations for greater cooperation in the community work I do."
David, OH
"Great presenter - a non-threatening approach to fixing negotiations. If you are tired of the ongoing lack of civility and presumptive communications around internal and external communications - this is a great start."
Ruth, MA
"Very practical, thoughtful, and multi-sided presentation of negotiation strategies. This topic could fill a year-long course, and this was an exceptionally valuable presentation for the time allotted."
Thomas Casey
Sage
Senior Accountant Advocate
thomas.casey@sage.com
5716126076
Thomas has been helping accountants, bookkeepers and SMBs make informed business decisions through software and cloud technology recommendations and strategic business consulting services for 15 years. He is a well-respected accountant advocate and industry veteran. Thomas is a professionally trained negotiator, with proven results in forging strategic partnerships and negotiating key contracts. He has broad experience establishing, managing, and growing key accounts. He develops innovative go-to-market strategies for firms ranging from SMBs to multi-billion dollar, global corporations.
Pete Potsos
Sage
National Account Manager, Sage Accountant Solutions
pete.potsos@sage.com
(678) 280-5229
Pete is a CPA with over 24 years of experience in the accounting profession. In his current role as a National Account Manager for Sage Accountant Solutions, he is bringing Sage’s Global Accounting Solution suite of cloud based products to the Top 200 firms in the US. He began his career as a tax and audit professional at the Detroit office of PwC, in addition to running his own practice. For the past 16 years, he has helped nearly a thousand firms with the evaluation, selection and onboarding of tax and accounting software to aid in the improvement of the firm’s workflow and profitability. The past five years, he has helped firms to achieve their goals of working smarter and driving new revenue growth for their firms through Business Process Outsourcing (BPO) services.
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