Category Archives: Onboarding

How to hire the best team members by using what you learn from bad hiring experiences

Hiring a new team member for your accounting firm who then doesn’t work out can

What do you do to prequalify a lead (so the best ones sign up and the worst ones go away)?

You just got a new lead. Maybe even a few of them. How do you

How to move onboarding from your head to an actual process

So you’ve got an idea of your onboarding process and are excited to put it

Do I need to block out a full day at a time to get marketing done?

Right, you’re going to be serious now. You’re going to focus your energy and attention

How to create YOUR process, your way, to convert the right leads

Your prospects may use a range of different software and systems but as you are

How to record video with screen share for your clients

“People buy from humans.” You hear this all the time. Your prospects need to know

The personal element has the greatest impact

“You need to have the machine, and you also need the human element.”  My friend

Onboarding: The machine with the human on top

Recently, I was talking to one of our accounting firms who has put a lot

The elements of a great onboarding process for your accounting firm…

Creating a great onboarding process is not about saving time and being efficient. Those are

Is marketing only about attracting new clients? Or does it include onboarding and other processes?

I was talking to an accountant on Facebook recently, and we were arranging a call

I want to record videos for my accounting firm, but I never seem to get around to it

It’s a lie that we don’t have time. We absolutely have time – for what

How do videos convert people into clients?

So you’re ready to really get into video for your accountancy firm. You realise it’s