Success Unfiltered Podcast
Should My Accounting Firm Use Social Media | Episode 14

Should My Accounting Firm Use Social Media | Episode 14

Aleksey Kaplan CPA., PC, is not just your average accountant or a tax guy, Mr. Kaplan is a serial entrepreneur who has substantial experience in various industries that he has personally been a part of for many years. Besides the fact that he is a Certified Public...
6 Creative Ways Accountants Can Encourage Referrals | Episode 13

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 FUN! Being creative with your referral process can bring fun to your business, and increase the number of referrals that...
Why Accountants Should Have A Sales System | Episode 12

Why Accountants Should Have A Sales System | Episode 12

Are you feeling burnt out? Do you take on every accounting client prospect that comes your way? It’s time to stop the hamster wheel and step into high-end, premium offerings for your accounting clients. In this episode, Peter Freuler joins us on The Abundant...
How to Identify Clients That are Ready to Hire You NOW | Episode 11

How to Identify Clients That are Ready to Hire You NOW | Episode 11

Is your firm full of clients, you’re working 12-hr days and you’re barely making ends meet? It sounds to me like you need to start identifying clients that are really ready to work with you and stop taking everyone that walks through your firm’s door. In this episode,...
The Best Ways for Accountants to Get Referral Clients | Episode 10

The Best Ways for Accountants to Get Referral Clients | Episode 10

How often do you ask your current happy client for a referral? Do you sit around hoping that they’ll just send people your way? It’s time to change your thought process… Referral clients are GOLD! Receiving referrals from current, happy clients also increases...

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