How To Turn Accounting Prospects Into Clients

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

Todd Steinberg, VP of Sales and Marketing at New Clients Inc., has worked with over 5,000 accounting and CPA 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… Read more »

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

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

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 be… Read more »

How To Turn a Prospect inTo a Long Term Client

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

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 open… Read more »

How To Get Accounting Teams To Buy Into Change

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

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 »

How To Make Your Firm Rank Higher In Google

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

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 To Create A World Class Accounting Team

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

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 »