Business Development

Early Career
Business Development 
(JVBD Academy)

Give your high-potential early career (2-7 years of experience) public accounting professionals the advantages of this intensive business development program.

We offer two versions of the program. One supports participants with direct guidance and advice from a Kuesel & Associates coach/facilitator. The other provides a coaching and facilitation kit for an internal mentor within the participant’s organization to support their business development growth.

In both models, participants work through 13 learning modules that provide insights into client needs, wants, and behaviors alongside proven approaches to business development and sales. Together, these components help participants grow their confidence, practices, and careers.

Each program culminates in the completion of a personal business development plan to guide ongoing efforts. Participants also emerge with a comprehensive understanding of client development, business development, and how deliberate execution can accelerate success.

JVBD Modules:

  1. Program Introduction and Building your first-ever BD Plan.
  2. Connecting and Communicating with Clients: Building Relationships.
  3. The Trusted Advisor Concept & Client Pains
  4. Clues & Triggers for Cross-Selling/Serving
  5. Client Retention, Client Referrals and the Client COI
  6. Advisory Services & The Future of the Profession
  7. Networking 101 and Elevator Speeches
  8. Nurturing a Referral Source Network (Personal and Professional)
  9. Developing a Strong Personal Brand and SME
  10. Business Development During Busy Season
  11. Behind the Scenes in the Sales Process
  12. Developing Positive BD Habits
  13. Featured Presentation: “Self-Leadership in Business Development” with Jon Lokhorst, CPA

JVBD Foundations

JVBD Plus

Cost per participant per year

$995

$1,595

Coach/facilitation

Internal – provided by participant firm

External – provided by Kuesel & Associates

Program Materials

  • Course videos
  • Webinars
  • Slide decks
  • Worksheets
  • Tools
  • Quizzes
  • Hands-on assignments
  • Facilitator kit to support an internal mentor
  • Course videos
  • Webinars
  • Slide decks
  • Worksheets
  • Tools
  • Quizzes
  • Hands-on assignments

Peer Group

Private/limited to your firm

Minimum Number of Participants per firm

N/A

10

CPE Credits

CPE Credits: up to 4.9

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