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What to do when you lose a client (or multiple clients) and you want to cancel everything

What to do when you lose a client (or multiple clients) and you want to cancel everything
What to do when you lose a client (or multiple clients) and you want to cancel everything

It’s happened. That big client you knew was a major portion of your revenue, and possibly a big risk to take on, has left. Or cancelled. Or gone out of business. Or, you’ve lost several clients all at one time – and most likely, as far as you can tell it’s not from anything you […]

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When is best to follow up from a proposal?
When is best to follow up from a proposal?

You had a call with a client you’d like to work with and it went really well. You got along and it’s a great fit. You sent the proposal and didn’t hear back right away, so you know you need to follow up. But how? When? Will you be too pushy and send them away? […]

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How can I meet prospects online when I’m used to in person networking?
How can I meet prospects online when I’m used to in person networking?

Regardless of where you traditionally do your networking, the ability to reach more people always grows when you are doing business online. When I was a child, it never occurred to me I could have a conversation with someone from across the ocean without paying through the roof in “long distance” phone charges- and even […]

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What’s the quickest way to get leads for my accounting firm?
What’s the quickest way to get leads for my accounting firm?

You want leads and you want them quick. That’s fair enough when you consider the pressure that most firms are under. Any of these sound familiar? You’ve lost a big client and it’s worried you You see all these other firms on LinkedIn getting loads of clients and you want that too You’re budget conscious […]

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When is my accounting firm ready for paid social or google ads?
When is my accounting firm ready for paid social or google ads?

Paid social can be enticing. The promise of leads, bought and paid for delivered to your website is attractive for sure but if done prematurely it can be a drain on your time and money with little to no results. So when as an accounting firm are you REALLY ready to take the plunge? Paid […]

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How to record video with screen share for your clients
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 what it will be like to work with you, which means showing them who you truly are (a human with interests, imperfections, and strengths) from the moment they visit your website, get your proposal, or interact with you on social […]

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The direct link between accountant content and better marketing numbers
The direct link between accountant content and better marketing numbers

Accountants are creating content like never before. Your three enemies to marketing – fear, perfection, and time – have been wiped out. You have bigger things to fear, no one cares if your blog post is perfect, and you’re just making time wherever you can find it, because you have to. This content you’re creating […]

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What are your thoughts on CRM and marketing automation software for accountants?
What are your thoughts on CRM and marketing automation software for accountants?

When it comes to CRM, there is no system out there which is perfect for accountants (yet). Many accountancy firms use different systems, and some have created their own combination using multiple systems. Many firms use nothing at all. Smaller firms have different requirements than larger ones. To help me write this post, I’ve asked […]

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How do videos convert people into clients?
How do videos convert people into clients?

So you’re ready to really get into video for your accountancy firm. You realise it’s powerful and effective, and you see everyone else doing it. But the ROI question hovers. How will recording a few videos actually convert website visitors or prospects into clients? Wrong thinking. Back up. These days, nothing on its own directly converts […]

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How to make sure the marketing manager at your accountancy firm brings in the business you want
How to make sure the marketing manager at your accountancy firm brings in the business you want

It’s tempting for accountants to hire a marketing person (either in-house or outsourced) and presume that they can be left to get on with things. You’ve decided to invest the money – now they can go out and bring in new business for you.  Nope. The buck stops with you. You’re the leader, the owner, […]

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From cloud accounting software to making tax digital, you don’t have to explain the technicalities of accounting to us. Let’s skip to the good marketing stuff.

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How do you react when you get a new lead? 1. Yay! (but then discover they aren't right for you) 2. No thank you 3. More?! I have too many Sound familiar? Join our coaching session to learn how to better qualify your leads so you only take on the clients you love to work with!