Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This seminar helps accounting firm leaders assess the sustainability of their current client acquisition approach and identify practical opportunities to reduce reliance on referrals. Through a short diagnostic exercise and guided application, participants gain clarity on where predictability breaks down in their sales funnel and how to address it in a structured, professional way.
Agenda:
- Welcoming & Framing
- Diagnostic Exercise
- Interpreting the Results
- Understanding the Client Decision Path
- Building a Practical Growth Engine
- 90-Day Focus & Wrap-Up
Key Takeaways
By the end of the seminar, participants will be able to:
- Identify risks associated with referral-dependent growth.
- Understand how prospective clients evaluate accounting firms before first contact.
- Assess their firm’s client acquisition funnel using a score-based diagnostic.
- Identify the stage of the funnel limiting predictability.
- Define a realistic 90-day improvement focus aligned with firm priorities.
Who Will Benefit
Designed for firm leaders, this course provides practical tools to assess growth risks, improve client quality, and build a more predictable approach to practice growth.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
If available, course materials can be accessed 2 business days prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Diana Ombe is the Executive Director of Agence Christelle, a marketing and strategy agency that supports professional services firms and mission-driven organizations in building credibility, attracting qualified clients, and strengthening long-term growth. With almost 7 years of experience in communications, branding, and digital strategy, she specializes in translating complex expertise into clear, trust-driven positioning aligned with professional standards.