About Mark Lee

Mark Lee FCA is an accountancy focused futurist, influencer, speaker, mentor, author and debunker.

Debunked: Building brand awareness for your accountancy practice

By |2018-10-11T09:49:19+00:00October 9th, 2018|Accountants, Business messaging and branding, Linkedin, Marketing and promotion, sole practitioners, STANDING OUT, twitter|

Think about ten top accountancy brands. Or at least the ones you can remember. How many of those do you think your typical client would be able to name - or would even recognise? Once you move outside of the accountancy and finance professions, brand awareness drops off very fast. Even the

What are you really ‘selling’ as an Accountant?

By |2018-09-16T16:44:37+00:00September 18th, 2018|Accountants, Business messaging and branding, Experience and expertise, Marketing and promotion, Networking, sole practitioners, STANDING OUT, Starting out|

What are you selling as an accountant? This is a simple enough question, and knowing the right answer could make a profound difference to the success of your practice. Let’s start with what you’re NOT selling. As I explained in a recent blog post, You’re not selling your time. And you’re not

What’s the best way for an accountant to win new clients?

By |2018-09-27T10:29:33+00:00September 11th, 2018|Accountants, Business messaging and branding, Experience and expertise, Marketing and promotion, Social Media, sole practitioners, STANDING OUT, Strategy|

Many of the accountants I speak with ask me the same question. How can they best attract new clients? I will rarely offer advice however until I have found out enough about the accountant, their firm, their services, their likes and dislikes and what they have tried previously. The simple reason is

Do you have a minimum fee?

By |2018-08-22T17:56:19+00:00August 28th, 2018|Accountants, Pricing|

This is a good question to ponder.  In most cases I think your reply should be ‘yes'. Where you set your minimum fee is up to you of course. I have been asking accountants this question for years. It grew out of the annual fee comparison masterclass I run for Members of

Are you a specialist or a generalist accountant?

By |2018-07-23T15:56:13+00:00July 24th, 2018|Accountants, Business messaging and branding, Career development, Marketing and promotion, sole practitioners|

Most general practitioner accountants I talk with (and I talk with a lot of them) are, obviously, generalists rather than specialists. They started out as general practitioners and stay that way as their client base has always been quite disparate. Many of those who specialise do so only because they originally trained

How many of the 5 types of advisory services can you provide to clients?

By |2018-07-04T09:37:21+00:00July 3rd, 2018|Accountants, Business advice, cloud accounting, Future, Mentoring, Servicing clients|

Most smaller practitioners are focused on offering a compliance focused service to clients. Lots of people are saying you must start offering advisory services; and plenty of accountants think they already do this to a degree. In my talks I often reference 5 types of non-compliance service and how it will take

If you cannot ‘close the sale’ you’ll struggle to win new clients

By |2018-07-12T07:59:06+00:00June 12th, 2018|Accountants, Following up, Key Business skills, Marketing and promotion, Networking, Starting out|

In an ideal world, you would simply tell people that you are an accountant and your ideal prospects would then find you and ask to become your clients. Life isn’t like that. Even when these people do find out about your practice you need to have a process which brings them onboard

What’s the first thing you need to find out from a new client?

By |2018-05-28T10:29:23+00:00May 29th, 2018|Accountants, Business advice, Business messaging and branding, Starting out|

When you are approached by a prospective new client it is tempting to simply give them what they say they want. Most often this will be a fee quote to help them with their annual compliance obligations. As this area of work becomes more commoditised so you need to distinguish yourself from other accountants.

The real reasons you need to do business advice properly

By |2018-05-22T23:03:11+00:00May 15th, 2018|Accountants, Business advice, cloud accounting, Future, Servicing clients|

Why are so many consultants telling accountants that they need to start providing advisory services to clients? You've been doing this for years haven't you? Or else your clients don't want, don't need or can't afford to pay for such services.     Hmm. Have you really been doing this for years? I know many