# CPA Masterclass / Sales Funnels + Automations for Accounting Advisory Services :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing *Source: https://suitedash.com/cpa-masterclass-sales-funnels-automations-for-accounting-advisory-services/* > CPA Masterclass / Sales Funnels + Automations for Accounting Advisory Services :: Client / Customer Portals are 100% White Label Branded with your Logo, Colors & URL :: Project Management, CRM Functionality, Estimates & Invoicing, Time Management, Client File Upload, Tasks & Reminders and more CPA Masterclass / Sales Funnels + Automations for Accounting Advisory Services :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing ## Sales Funnels + Automations for Accounting Advisory Services #### For CPAs, accountants, and bookkeepers, introducing… ## Sales Funnels + Automations for Accounting Advisory Services (also can be applied to any business requiring sales funnels + automations) #### November 19th, 2024 at 12:00 PM EST FREE Event Limited Seats One Day Event ##### Detailed Overview and Walkthrough of how the Sales Funnel is Built This Masterclass will provide an overview of how to utilize SuiteDash’s Automations and Sales Funnel Tools aimed at enhancing process efficiency and optimization for Accounting Advisory Services. This universally useful workflow focuses on the steps of the client journey as they relate to advisory services, but the concepts can be applied to almost any business! With such a high client-involved process, automating the client tasks is key to maximizing the overall efficiency of the process. Focusing on a Sales Funnel to increase Client interaction. With Sales Funnels + Automations for Accounting Advisory Services you will focus on; creating service specific workflows to guide your clients smoothly through their customized sales funnel, using Automations to automatically bring the Client to the service steps that need their attention. ##### Meet Our Special Guest **Mark Stovel** ###### FirmNexus = Connected + Scalable Firms [firmnexus.com](https://firmnexus.com/suitedash-1040-accounting/) Mark helps CPAs build sustainable businesses to work less while maintaining an incredible experience for clients. His work enables CPAs to run a thriving practice working only 35 hours per week! Mark started college to become an architect, however, after some business classes, he fell in love with the challenges that running a business presents. Mark graduated college with a Bachelor of Commerce degree in 2010 and became a CPA in 2013. After spending five years at one of the big four firms, Ernst + Young, Mark joined a small manufacturing company to run the financial and operations department in the oil and gas industry. In 2017, Mark, with his family, moved across the country, and prompted by his entrepreneurial fervor, he launched an entirely online CPA firm, servicing clients from coast to coast. In 2021, Mark decided to sell his online firm four years after starting it from scratch, earning a valuation 50% above industry standards. He then started a new venture to help other CPAs grow their firms, streamline their workload, and sell for a premium. Through his coaching community, Mark helps CPAs leverage technology to increase firm efficiency and profitability. He has combined his love of process improvement and technology to help other CPA and Bookkeeping firms create an incredible experience for their clients. Mark lives on a farm with his partner and they have three young daughters. He enjoys running, skiing, staying active, and helping CPAs regain their FREEDOM. ##### Scale the value of your Business! Consolidate your workflows & save BIG on software costs Every tile below is a complete tool that already works with the others, so a new Client flows from your CRM into onboarding, the portal, proposals and invoicing without a single copy and paste. Turn on what you need today and the rest as you grow, with UNLIMITED Staff and Clients on one flat price. Automated CRM Onboarding Client Portal EXTREME White Label Digital Marketing Appointment Scheduling Digital Dynamic Proposals Billing + Packages Contracts & eSignature Project & Task Management Payments + Subscriptions File Exchange Learning Management (LMS) Support Tickets Interactive Community Secure Messaging