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...
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...
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...
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...
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...
Do you always feel like the only way accountants can establish trust with clients is by giving away advice for free? Constantly giving free advice will NOT lead to people paying you. It’s time to do something different: build TRUST with your future clients without...
