Training
Learn to sell and serve. Not debits and credits.
You won’t be doing the accounting, so you won’t be trained to. Vervow’s certification teaches you our services and how to win and keep small-business clients.
The certification path
Short, self-paced lessons plus live sessions. Built to fit around a full-time job.
- 01
Vervow services 101
What bookkeeping, payroll, and tax services do for a small business, explained in plain English.
- 02
Who needs what
How to spot which businesses need help, and which services fit them.
- 03
Finding your first clients
Mapping your network and starting conversations without feeling salesy.
- 04
Running a great first meeting
Discovery questions, handling objections, and sending a proposal that gets signed.
- 05
Owning the relationship
Onboarding, regular check-ins, and knowing when to hand a question to our team.
- 06
Certification
A short assessment and a practice client meeting. Pass it and you’re ready to launch.
After certification, the learning continues
- Advanced sales workshops and role-play sessions
- Industry playbooks for restaurants, trades, salons, and more
- Live Q&A with Vervow’s advisor-success team
- Stories and scripts from advisors who are winning
Ready to start your firm?
The application takes about 10 minutes, it’s free, and no accounting background is needed.