Accountants, bookkeepers, bankers and other financial professionals choose to grow and sell with confidence
with sales training and support from the team at ExceedSales.
Our mission is to help forward thinking financial professionals leverage their conversation and technology skills so they can drive more sales.
We practice with the highest level of professionalism, challenge you to stretch outside your comfort zone, and achieve real transformation through real coaching, feedback and skill development. We help you collaborate with technology so you can automate your processes all while humanizing your relationships.
Transform your firm with tailored coaching services designed for financial professionals. Leverage CRM technology tools and sharpen your sales skills to attract more of the customers you want and grow your business effectively.
Unlock the potential to enhance your sales process with our expert guidance. Build essential skills and leverage cutting-edge technology to craft the best sales strategy for your business. Optimize your workflows to boost productivity and drive increased sales.
Elevate your leadership and sales culture with our Live Training and self-paced courses. Designed to enhance your skills, these programs help you attract and retain lifelong customer relationships, fostering a high-performing team.
Carlos M. Garcia
Founder
Our mission is to help forward-thinking accounting professionals leverage technology to get more customers than they want.
We practice with the highest level of professionalism, challenge you to stretch outside your comfort zone, and achieve real transformation through real coaching, feedback and skill development. We help you collaborate with technology so you can automate your processes, all while humanizing your relationships.
Stop being overworked, overwhelmed and underpaid for the valuable work you provide for your customers.
Master the art of Value Pricing, communicate the price of your services with confidence, strategically increase the prices of your existing clients without the fear of losing them. Level up your business model and grow with confidence!
What to expect if you join this program:
“if you want to go fast, go alone. If you want to go far, go together.”
As the famous saying goes “if you want to go fast, go alone. If you want to go far, go together.” Our coaching program is designed so you achieve sustainable success. To get there, one must first put in the H.A.R.D. work. This framework builds the foundation of what it takes to get the outcomes you desire.
The acronym H.A.R.D. stands for:
Sales and Technology are vital to any small business owner’s success.
At ExceedSales, we provide you with the best guidance to help you optimize your sales & workflow processes so that you can increase your cash flow, close more deals and delight more customers.
Click below to learn more about some Sales & Technology consulting options.
Elevate your leadership and sales culture with our Live Training and self-paced courses. Designed to enhance your skills, these programs help you attract and retain lifelong customer relationships, fostering a high-performance mindset for your business and your team.
Sign up below to get instant access to a PDF download of the template that you can start using immediately.