Skip to main content

The discovery process for accountants

December 10, 2013
Read Time: 0 min

In this brief video, Lauren Prosser of ProfitCents describes the objectives of “The Discovery Process” for CPAs and accountants. Prosser provides insight on how to identify opportunities to sell more accounting services to existing clients. She also discusses shifting your focus from the problem to the solution, developing client-centric definitions, and creating partnerships.

This clip is from a Sageworks’ webinar entitled “Cross-Sell Accounting Services.” In this webinar, Prosser discusses how to lay a foundation for your accounting firm’s sustainable growth by cross-selling services to your existing client base through “The Discovery Process.” Watch the full on-demand webinar.

About the Author


Raleigh, N.C.-based Sageworks, a leading provider of lending, credit risk, and portfolio risk software that enables banks and credit unions to efficiently grow and improve the borrower experience, was founded in 1998. Using its platform, Sageworks analyzed over 11.5 million loans, aggregated the corresponding loan data, and created the largest

Full Bio

About Abrigo

Abrigo enables U.S. financial institutions to support their communities through technology that fights financial crime, grows loans and deposits, and optimizes risk. Abrigo's platform centralizes the institution's data, creates a digital user experience, ensures compliance, and delivers efficiency for scale and profitable growth.

Make Big Things Happen.