Course Details

Bookkeepers - are you eager to elevate your practice and boost sales? In this insightful session, Bev delves into proven strategies that have transformed bookkeeping practices with actionable insights to drive growth. Learn how to position your services effectively and differentiate yourself in a competitive market. Whether you are an established bookkeeper or just starting out, this course promises to equip you with the tools and knowledge needed to elevate your sales and take your bookkeeping business to new heights.


In this course, Bev Flanagan covers the following topics:

  • The 3M's - mindset, motivation and minimum fee's
  • Bundling your services to charge premium prices
  • Create and manage a successful pipeline
  • How to get clients queueing up to work with you
  • Cross selling and upselling to your existing clients

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CPD Course Speaker

Bev Flanagan Financial Ltd

Bev Flanagan

Bev is a multi award winning accountant that has been in the accounting profession for 28 years. She founded and grew a 100% cloud accounting practice and successfully sold in the summer of 2022. She is very passionate about the accounting industry and now is a consultant to other accountants and bookkeepers to help them realise the potential in their practice ready for exit. Whether their exit be in the next 12 months, in the next 10 years or even 30 years! But every single practice owner will exit at some point and Bev believes that a business should be running right now with the exit in mind, so it’s always at it’s highest profitability and saleable asset value. She is also an elected council member, director and trustee of the AAT.