DESCRIPTION
Nobody gets promoted to partner for being great at billable work alone. At some point, every accounting professional has to step beyond the billable hour and into the world of relationships, referrals, and revenue. It’s a completely different skill set than the one that got you this far. This course demystifies what “BD” actually means for accounting professionals, replacing vague advice like “go network more” with a practical, repeatable approach to building a book of business. You’ll learn how to identify opportunities, build genuine relationships that lead somewhere, and start developing the confidence and habits of a trusted advisor.
LEARNING OBJECTIVES
- Reframe business development as a learnable skill, not a personality trait
- Identify and pursue opportunities for growth within existing client relationships and your professional network
- Build a practical, repeatable approach to networking and relationship-building that doesn’t feel forced or transactional
- Develop the confidence and habits of a trusted advisor, laying the groundwork for a sustainable book of business

