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Blog Posts


The 4 Best Marketing Tactics for Accountants in 2018

Most of the accountants I work with shudder at the thought of having to go out and market themselves. Many have no idea how to do it, and others don’t really enjoy that part of the business. So when I teach a sales class to my favorite group of accounting...

5 Steps to Developing a Winning Elevator Pitch for CPAs

You’ve just bumped into one of your ideal clients at a networking event, someone you haven’t met before. You’re speechless because you’ve wanted to work with this person for months (if not years) and here they are standing in front of you. When you reach out to...

How to Say No to Clients Who Can’t Afford Your Accounting Services

There’s one big part of your business that is leading you to NOT create the abundant business you dream of. Curious what that might be? It’s the clients you’re choosing to work with. I hear accounting professionals say all the time they’re in need of business. So when...