The JVBD Academy offers high-performing, early career (2-7 years of experience) public accounting professionals insights into client and business development that can help grow their practices and careers.
The JVBD Academy Experience
Thirteen on-demand modules each include an instructional video, quiz, and hands-on assignment. These components come together to provide valuable insights and strengthen skills.
JVBD Academy participants also benefit from direct guidance provided by an internal coach/facilitator within their organizations or an external coach/facilitator provided by Kuesel Consulting. All internal coach/facilitators receive access to our Facilitation Kit to ensure maximum results and experience consistency.
Upon successful program completion, each jvBD Academy participant will have completed 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:
- Program Introduction and Building your first-ever BD Plan.
- Connecting and Communicating with Clients: Building Relationships.
- The Trusted Advisor Concept & Client Pains
- Clues & Triggers for Cross-Selling/Serving
- Client Retention, Client Referrals and the Client COI
- Advisory Services & The Future of the Profession
- Networking 101 and Elevator Speeches
- Nurturing a Referral Source Network (Personal and Professional)
- Developing a Strong Personal Brand and SME
- Business Development During Busy Season
- Behind the Scenes in the Sales Process
- Developing Positive BD Habits
- Featured Presentation: “Self-Leadership in Business Development” with Jon Lokhorst, CPA
Choose the Best JVBD Academy Program For You (or for your associates)
| JVBD Foundations | JVBD Plus | |
| Cost per participant per year | $995 | $1595 |
| Coach / Facilitation | Internal – provided by the participant’s firm | External – provided by Kuesel Consulting |
| Program Materials | • Course videos • Webinars • Slide decks • Worksheets • Tools • Quizzes • Facilitator kit to support internal mentor | • Course videos • Webinars • Slide decks • Worksheets • Tools • Quizzes • Content individualized for your firm |
| Peer Group | Private/Limited to your firm | Private/Limited to your firm |
| Minimum number of participants per firm | 1 | 10 |