Success Unfiltered Podcast
When is it Appropriate to Ask for Testimonials from a Client?

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...
Should You Have a Niche as an Accountant?

Should You Have a Niche as an Accountant?

I’ve been working pretty closely with accountants for awhile now and I can say with certainty that one of the most common questions I receive is, “Why am I having such a hard time prospecting?” My return question is to ask them who their audience is or what their...
The Problems with Accounting Firms Giving Advice Away for Free

The Problems with Accounting Firms Giving Advice Away for Free

Have you ever noticed that when you give away free advice, the prospect rarely (if ever) takes action on the advice you gave? It’s a pretty common occurrence, one that many of my accountant clients have experienced. In fact, when someone pays for your services they...

Pin It on Pinterest