by Michelle | Jun 17, 2024 | Accountant Blog Posts
Running a successful accounting, tax, or bookkeeping firm involves more than just offering excellent services. To build a profitable firm full of your ideal clients, you need to avoid some common pitfalls that can sabotage your growth and success. Here are four big...
by Michelle | Jun 13, 2024 | Accountant Blog Posts
One of the greatest challenges many accounting, tax and bookkeeping firm owners face is the need to generate new leads. But what if you could increase your firm’s revenue without having to constantly find new clients? What if you could generate more revenue from...
by Michelle | Sep 15, 2019 | Accountant Blog Posts
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...
by Michelle | Sep 1, 2019 | Accountant Blog Posts
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...
by Michelle | Aug 15, 2019 | Accountant Blog Posts
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...
by Michelle | Aug 1, 2019 | Accountant Blog Posts
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....
