Success Unfiltered Podcast
The Best Ways for Accountants to Get Referral Clients

The Best Ways for Accountants to Get Referral Clients

If you are an accounting professional, some of your very best business should be coming from referrals, especially if you are offering premium services at premium prices. I’ve had a lot of conversations with accounting professionals and almost all agree that getting...
How to Show Your Value as a Trusted Accountant

How to Show Your Value as a Trusted Accountant

Do you ever feel uncomfortable setting your own rates when it comes to your services? It’s a pretty common occurrence for individuals to set their prices low in order to ensure they get the sale, but that’s not helping you or your clients. It’s up to YOU to influence...
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...

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