Podcast Episodes
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Why Having a Sales Strategist for Your Accounting Firm is Worth It
Episode 23
When you started your own accounting firm, did you know that you were signing up to be in sales?
Most accountants who start their own firms are shoc…
6 years, 11 months ago
The Dangers of Selling When the Client is Already Sold
Episode 22
Have you ever connected with a potential client, and thought that they were going to enroll in your services, and when the time came to commit, they …
6 years, 11 months ago
The 4 Best Ways to Attract High Net Worth Clients for Your Accounting Firm
Episode 21
Have you ever had a client balk at your pricing? That leaves you wondering how you can find clients that are ready to pay you for the incredible valu…
7 years ago
How to Charge Clients in Advance before Providing Services
Episode 20
Do your clients pay upfront, or do they pay after you've done the work?
Charging your clients in full before you do any of the work can help your fir…
7 years ago
How to Handle a Sales Follow Up With New Leads Without Being Annoying
Do you ever wonder if you're being annoying to your new leads?
This is a struggle that holds many accountants back from following up, and ultimately …
7 years, 1 month ago
The Best Pricing Strategies for Accountants and CPAs
Episode 18
Would you believe that one of the most common questions I get from accountants is about how to price their services?
Our guest today is the Co-Founde…
7 years, 1 month ago
When and How to Say No Politely in Your Business
Episode 17
Are you taking on every single accounting prospect that walks through the door? Do you ever consider whether they'll enhance your business or not?
It…
7 years, 2 months ago
How to Drum Up Ideal Clients for Accountants
Episode 16
Do you ever feel that you wake up every day and think you would be further ahead by now with your firm and only working with clients that you love to…
7 years, 2 months ago
The 5 Ways to Establish Trust Without Giving Away Free Advice
Episode 15
Do you ever feel like you provide excellent advice and service (for free) and then watch your potential client go hire someone else? You tell them ho…
7 years, 3 months ago
Should My Accounting Firm Use Social Media?
Episode 14
Do you view social media as a waste of time?
If you're not careful, it can be rather time-consuming! However, social media can be one of your biggest…
7 years, 3 months ago