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Blog Posts
Setting Boundaries for CPAs: Knowing Where to Draw the Line with Clients
After working with accountants for the last year, I’ve come to notice a common thread among many of you…you love to say YES to everything and you love to give away free information and simply don't know how to set boundaries! Alright, maybe “love” is the wrong word....
Showing Your Worth: How to Explain Your Pricing & Value as an Accountant
Accounting professionals frequently ask me how they should position their prices to prospects and my answer is fairly simple. Before you talk about price with any of your prospects you need to find out what their needs and problems are and then show them your value...
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...