After years of running a state tax consulting practice—both in a Big 4 CPA firm and in her own boutique consulting firm, Monika Miles has developed training for business professionals to help them jumpstart their sales efforts. Why? She feels strongly that her experiences as a professional, speaker and entrepreneur will help others to become better rainmakers.
If any of the following resonate with you, then please read on…
You’re the owner (or partner) in a company or firm which sells services—insurance, real estate, web design, event planning, accounting or legal, etc.—and you must balance the daily efforts of bringing in new business while providing excellent service to your existing clients. There never seems to be enough time in the day to generate that new revenue! We can help with that!
You’re a CPA or attorney with 8 - 10 years of experience at a growing firm. You are excited to make partner or principal someday soon, but have been mostly growing your technical skillset. In order to make the leap to equity shareholder, you need to bring in a book of business. We can help with that! Or ask about our customized training program for your firm.
You’re a CPA with 2-5 years of experience in a mid-size practice. Your supervisor has suggested that you “get out there and start networking.” Where do you start? How do you maximize the return on your investment and time regarding these kinds of activities? We can help with that! Or ask about our customized training program for your firm.
You’re a partner in a growing CPA or law firm. And you’re the one suggesting to your 2-5 year people that they “get out there and start networking.” Help them maximize their return on your investment and time regarding these kinds of activities. We can help with that! Ask about our customized training program for your firm.
“As an attorney building a solo tax law practice and balancing the marketing, substantive and administrative aspects of my practice, it’s sometimes easy to get off track and not have a systematic plan around my marketing efforts. I’ve participated in many “rainmaking” seminars and worked with various coaches. I strongly recommend Monika’s Jumpstart Your Rainmaking program. I found her webinar series very useful as it provided a very practical approach (and worthwhile tools) to assist me with refining and maintain my plan around my networking and pipeline building. I found Monika’s insights particularly helpful because they were enhanced by the knowledge she has gained building up and marketing her state tax consulting practice.”
—Harry-Todd Astrov, Astrov P.C.
“Thanks to Monika for her easy sales building pipeline plan! It was so great to be a part of a webinar that included my event planning industry. Her Rainmaking webinar makes it possible to take immediate action in using her program no matter the business—be it IT professionals, realtors, accountants, and attorneys. Thanks Monika to making me look good at our company!”
—Donna Renee, General Manager, California Special Occasions
“As a CPA, it can be difficult to focus on networking throughout the year since we have busy seasons that keep us tied more to the office. But Monika’s Jumpstart Your Rainmaking webinar series gave me some realistic ways to keep focused on the networking during the whole year. I particularly appreciated her “touch calculator” which breaks down the number of face to face meetings I should plan for during a month in order to stay on track with building my referral base. Jumpstart is a great program for accountants, attorneys and other professionals.”
—Chris Young, CPA, Partner, Petrinovich Pugh & Company LLP
“I really enjoy Monika’s enthusiasm for rainmaking and her easy to follow 5-step process. She breaks down the process for building a network and generating business into bite-size pieces that are easy to understand and to put into action. Even though I’ve been selling real estate for a long time, I took away several gems from the 3 part webinar series. I recommend it for anyone who needs to sell their professional services.”
—Mario Ramirez, Real Estate Broker, Silicon Valley Real Estate/Keller Williams
“Monika is a wonderful instructor and she does just that! Instructs! I got so much information from this presentation and so many questions answered, in a format that did not put me to sleep, but helped me do my job as a CPA better.”
—“How to Avoid or Navigate a Sales Tax Audit” participant
“My big takeaway was the actual implementation of the plan with the worksheets. I finally see that I can achieve my own Rainmaking vision. This was a very valuable series and I am very excited about the future. Monika’s delivery was clear, warm, and friendly. She made it easy to see where I am and where I want to be.”
—“Jumpstart Your Rainmaking”—3-part webinar series participant
“As business owners we enjoyed participating in Monika’s recent webinar series. She provided practical tips and useful tools to take our rainmaking activities to the next level. I recommend Monika and the webinar series for professionals selling themselves and their services. It was definitely time (and money) well spent.”
—Adrienne Wong, Partner, TeamLogic IT
“Monika has developed and delivered a program for our mid-level accounting staff to introduce the concept of engaging in the networking process early in their careers so that they will be more comfortable with the sales of professional services as they progress. She worked with us to customize different curriculum for our staff at varying levels. Her interactive presentations and real life experiences as a CPA selling professional services have been well received by our millennial staff members and the partner group alike. She “gets it” and we enjoy having her be part of our team in delivering this training. In fact, we’ve hired her again to do a follow up program.”
—Virna Lisa McCloskey, Partner, HKG, LLP