Success Unfiltered Podcast
The 4 Best Marketing Tactics for Accountants in 2018

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 use marketing tactics for 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...
5 Steps to Developing a Winning Elevator Pitch for CPAs

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...
When is it Appropriate to Ask for Testimonials from a Client?

When is it Appropriate to Ask for Testimonials from a Client?

Client testimonials come second in importance in the world of sales and growing your accounting firm, surpassed only by direct referrals. Many of the accounting professionals that I work with claim that they get quite a few of their new clients through personal...

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