How To Never Lose Your Biggest Client Ever

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

never lose your biggest client

Clayton Oates, a Top 25 Thought Leader in Accounting, has spent 20 years helping firms, like yours, never lose your biggest client. The catch. “If you haven’t lost your biggest client yet…just wait.” Sounds contradictory, but the point is: If you establish the right nurturing steps for old clients in place, plus growth steps to… Read more »

A Bulletproof Script For Meeting Prospects So They Become Clients

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

script for meeting prospects

  Todd Steinberg, VP of Sales and Marketing at New Clients Inc., has worked with over 5,000 professionals in providing a go-to script for meeting prospects. He knows how to talk to prospects and close them and that’s why we brought him to the show today. In this episode of Growing Your Firm Podcast, David… Read more »

Turn $1,500/Month Retainers Into 6-Figure Contracts

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

retainers into 6-figure contracts

  Joe Woodard, Founder of Woodard Events and Woodard Consulting, unlocks how to turn tiny bookkeeping retainers into 6-figure contracts. It boils down to one of the least “sexy” terms in accounting — workflow. Joe’s been preaching about workflow and having the right processes for 2-3 years. If you can upgrade your firm’s workflow, you’ll… Read more »

The Secret To Turning a Prospect Into A Long-time Client

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

prospect into a long-time client

  Bruce Clark, Founder of New Clients Inc., has helped 4,500 accountants build a successful firm. He reveals his 30-year secret to turning a prospect into a long-time client here in this episode. Bruce learned at the foot of his father, who was a million-dollar firm owner himself. It paved the way for Bruce to… Read more »

Get Your Accounting Team To Buy-In To Your Ideas and New Technology

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

buy-in to your ideas

Trent McLaren, senior business development manager at accounting titan Intuit, works closely with accounting firms especially when it comes to getting a buy-in to your ideas and new technology. Trent stresses that “streamlining” and removing the redundant tasks allow you to save money hiring team members you don’t need. Plus, open the door for other… Read more »

3 Easy Ways For Your Accounting Firm To Rank Higher in Google through SEO

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

rank higher in google

Carter Johnson, CEO of United Business Leaders, has worked with Fortune 500 companies helping with Search Engine Optimization to rank higher in Google. After graduating college, all he’s done is built companies and help other companies grow. In this episode of the Growing Your Firm Podcast, David Cristello and Carter Johnson discuss: 3 main steps… Read more »

How The Cloud Will Transform Your Workflow

Posted by & filed under Accountant, Bookkeeper, Growth.

cloud-devices

This guest post is written by Jody Padar, the Author of “Radical CPA”, whose been featured in Accounting Today, Accounting Web, and customer of Jetpack Workflow Jobs, Tasks, and Calendar! Oh My! Using the cloud will totally rock your world. Cloud technology (and using it well) fundamentally changes the relationship and communication expectations with your… Read more »

The Accounting Firm’s Blueprint to Creating A World-Class Team (Without Recruiting)

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

creating a world-class team

Kim Hornsby, Founder of Singletrack Bookkeeping, works entirely remotely. Yet, she’s cracked the code on creating a world-class team all without recruiting or needing an office. Singletrack serves mostly small businesses and found a niche with cloud-based accounting even getting clients interested in their own financials (a common problem for most firms…) In this episode… Read more »

Adding a Wildly Successful Consulting Profit Center To Your Accounting Firm

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Marketing, Marketing for Accountants.

consulting profit center

Joey Brannon, Founder of the Consulting CPA, sold the tax and accounting arm of his accounting firm to jettison into solely a consulting profit center. Most firms “rest on their laurels” and stay in their comfort zone with just doing compliance work and keeping clients at an “arm’s length.” Joey saw the opportunity to move… Read more »