4 Shifts Smart Accountants and Tax Pros Use to Double Their Revenue (Without Working Harder or Taking on New Clients)
- The step-by-step process my clients use to charge premium fees and double their firm revenue without the worry of losing clients.
- Why giving discounts or doing work for free is the worst strategy to acquire and retain clients.
- How you can get paid first and upfront, without ever having to chase clients down for payments and having accounts receivables ever again.
- The powerful shift my clients use to reclaim 8 hours of sleep every night and regain the excitement for their work by eliminating burnout.
- And how to do ALL this without grinding 14 hours a day, sacrificing time with their family and friends, and finally go on the long overdue vacations without worrying about losing any business.
Blog Posts
Where The Sales Conversations Go Wrong
A lot of accounting professionals, accountants, tax professionals and CPAs find the sales process completely terrifying. But it doesn’t have to be! In fact, it can make you more confident, and having strong sales conversations will completely change your business! But...
Why Having a Sales Strategist for Your Accounting Firm is Worth It
Did you know when you started your own firm that you were signing up for a 24/7 sales job? Most accountants don’t know that. They know their numbers. They know their systems. But they don’t know sales very well, and it shows in their top line revenue. Money is left on...
Accounting Sales Strategies: The Dangers of Selling When Your Client is Already Sold
You’ve just finished your pitch to a new potential client. Are they going to say yes? That depends on how successful your accounting sales strategies are! There’s a fine line in sales when you give your potential client too much information. They’re ready to close the...
The 4 Best Ways to Attract High Net Worth Clients for Your Accounting Firm
Do you want to work with fewer clients, for fewer hours, and get paid more money? It’s possible! And, I’m going to teach you how to attract high net worth clients in this blog post. That almost sounds absurd, if you look at how many accountants structure their firms....
How Do Accountants Charge Upfront for Their Services?
Have you ever wondered…How do accountants charge upfront for their services when so much of their work is performed after the fact? It might surprise you to learn that many accountants actually bill their clients AFTER the work is done. The problem is then they find...
How To Follow Up with a New Lead for Your Accounting Firm without Being Annoying
Have you ever worried about being annoying to a new lead? Or maybe you’ve been curious how you can effectively handle following up without being too pushy or annoying? Following up is one of the easiest ways to bring in more revenue! You’d be amazed when you find out...
The Best Pricing Strategies for Accountants and CPAs
I'm asked all the time about the best pricing strategies for accountants and CPAs. Choosing the best pricing strategies for your firm is one of the most important decisions that you can make! It tells people about how you approach your business and has the potential...
When and How to Say No Politely in Your Business
Do you know when and how to say no politely in business? New accounting firms will often take on every single client that walks through their doors. That makes sense in the beginning. If you’re working on building a name for you and your firm taking on everyone is the...
How to Find Ideal Clients for Your Accounting Firm
Every accountant dreams of a practice full of the right clients. But how - and where - can you find ideal clients for your accounting firm? What can you do to posture yourself in such a way so that your ideal client comes to YOU and asks YOU to work with them? That’s...