Today’s episode with Dan Ramey is about how to sell to clients - specifically attorneys. In this episode, Dan and Leah discuss:
• Types of services that fall under forensic accounting
• How to sell forensic accounting service to attorneys
• How to avoid the sales-y feeling
• Considerations when starting a forensic accounting practice as a solo practitioner or within a public accounting or consulting firm
In this season of the Data Sleuth Podcast, join Leah Wietholter as she discusses the business of forensic accounting with successful professionals who have done just that! As part of this series, Workman Forensics and podcast guests are providing free resources and tools to accompany each episode to help you with your practice whether you’re just starting out or wanting to take it to the next level. Make sure to listen to the end of the episode to find out how to download! Lastly, during the last episode of the season, we are going to answer all of your questions - so if you have any questions about the business of forensic accounting, send them to Leah via KZfaq, LinkedIn, or by emailing us at podcast@workmanforensics.com.
GUEST BIO
Dan is the Founder and President of Houston Financial Forensics, LLC, and Dan T. Ramey, CPA, LLC. His professional certifications include CPA/CFF/CITP/ABV, CFE, CVA, CIA/CRMA, CISA/CISM, and CMA. He is a past President of the Houston Chapter of the Institute of Internal Auditors and formerly a member of the Board of Governors. Dan previously served as Chairman of the Houston CPA Society's Forensic and Valuation Committee and served two terms as the Treasurer of the Houston Chapter of InfraGard. Dan is also an adjunct professor at the Hankamer School of Business at Baylor University - Accounting and Business Law Department and the C. T. Bauer School of Business - Accounting Department at the University of Houston, where he currently teaches Forensic Accounting and previously taught Enterprise Risk Management. Both courses are graduate level in the Masters of Accountancy programs.
Dan graduated from Baylor University with a BBA in Accounting and from Houston Christian University with an Executive MBA.
Dan was awarded the Certified Fraud Examiner of the Year award by the ACFE Houston Area Chapter in December 2019. In 2020, Dan was awarded a Lifetime Achievement Award by the ACFE Houston Area Chapter. In 2018, he was recognized by the ACFE at their Global Annual Conference in Las Vegas as Educator of the Year.
Houston Financial Forensics, LLC is a professional services provider in the areas of fraud investigation, cyber security / cyber fraud risk assessment, forensic accounting, and litigation support.
RESOURCES MENTIONED IN TODAY’S EPISODE
To access the downloads discussed in this episode, visit: www.datasleuthpodcast.com
To learn more about the Investigation Game Education Edition, visit: workmanforensics.com/tig-educators
Order your copy of Leah’s book, Data Sleuth: Using Data in Forensic Accounting and Fraud Investigations today on Amazon!
CONNECT WITH WORKMAN FORENSICS
KZfaq: @WorkmanForensics
Facebook: @wforensics
Twitter: @wforensics
Instagram: @wforensics
LinkedIn: @workmanforensics
Subscribe and listen to this and more episodes of The Data Sleuth® Podcast on Apple Podcasts, Spotify, Android, or anywhere you listen.