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Blog Posts
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
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...
How to Say No to Clients Who Can’t Afford Your Accounting Services
There’s one big part of your business that is leading you AWAY from the abundant business you dream of. It’s not know how to say no to clients who aren't a good fit for you. I hear accounting professionals say all the time they’re in need of business. So when a...