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6 Creative Ways Accountants Can Encourage Referrals
6 Creative Ways Accountants Can Encourage Referrals

Episode 13

How do you ask for referrals? Do you have a script or a template? Do you find yourself wanting to try something new and creative?

Referrals can be FU…

7 years, 4 months ago

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Why Accountants Should Have A Sales System
Why Accountants Should Have A Sales System

Episode 12

Are you feeling burnt out? Do you take on every prospect that comes your way?

It's time to stop the hamster wheel, and step into high-end, premium of…

7 years, 4 months ago

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How to Identify Clients That are Ready to Hire You NOW
How to Identify Clients That are Ready to Hire You NOW

Episode 11

011 | How to Identify Clients That are Ready to Hire You NOW

Is your firm full of clients, you're working 12-hr days and you're barely making ends m…

7 years, 5 months ago

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The Best Ways for Accountants to Get Referral Clients

Episode 10

010 | The Best Ways for Accountants to Get Referral Clients

How often do you ask your current happy clients for a referral? Do you sit around hoping …

7 years, 5 months ago

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How to Show Your Value as a Trusted Professional as an Accountant
How to Show Your Value as a Trusted Professional as an Accountant

Episode 9

Do you have any long-term clients who you undercharge in fees, and you worry that they're going to leave you if you raise their rates?

If you answe…

7 years, 6 months ago

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The 4 Best Marketing Tactics for Accountants
The 4 Best Marketing Tactics for Accountants

Episode 8

Do you have a marketing plan for your accounting firm? Or, are you kind of winging it as you go, hoping dream clients fall into your lap?

I've work…

7 years, 6 months ago

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007 | 5 Steps To Developing A Winning Elevator Pitch For Accountants
007 | 5 Steps To Developing A Winning Elevator Pitch For Accountants

Episode 7

007 | 5 Steps to Developing a Winning Elevator Pitch for Accountants

Do you have a pre-written and practiced "Brand Shake?"

If you're not familiar wi…

7 years, 7 months ago

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006 | How to Say No to Clients Who Can't Afford Your Accounting Services With Denise Mandeauy No to Clients Who Can't Afford Your Accounting Services
006 | How to Say No to Clients Who Can't Afford Your Accounting Services With Denise Mandeauy No to Clients Who Can't Afford Your Accounting Services

Episode 6

How frequently does a less than ideal client reach out to you? How often do you end up taking that prospect on as a client?

Probably more frequentl…

7 years, 7 months ago

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005 | Setting Boundaries For Accountants: Knowing Where To Draw The Line With Clients With Heath Walters
005 | Setting Boundaries For Accountants: Knowing Where To Draw The Line With Clients With Heath Walters

Episode 5

Is your accounting firm FULL of less than ideal clients? Clients that just want you to file their tax returns, but aren't looking for the higher valu…

7 years, 8 months ago

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Showing Your Worth: How To Explain Your Pricing & Value As An Accountant With Ross Jeffries
Showing Your Worth: How To Explain Your Pricing & Value As An Accountant With Ross Jeffries

Episode 4

Have you ever found a new prospect who is genuinely interested in your services, but when it comes time to discuss your prices, you FREEZE UP?

Do y…

7 years, 8 months ago

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