About Mark Lee

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

Debunked: Twitter names and handles for accountants

By |2018-05-22T23:06:34+00:00March 6th, 2018|Accountants, twitter|

You may have seen or heard me comment that accountants who tweet using their firm's name are missing a trick. In this blog post you'll find out why. Twitter is a social media platform that is suited to building personal engagement. It is less effective when used as a broadcast media and this is typically

How to short-cut the Networking process

By |2018-05-22T23:06:51+00:00February 27th, 2018|Accountants, Networking, Reputation|

Networking is not for everyone. Whilst some accountants enjoy attending regular networking events, I regularly hear tales of woe from those who find it a frustrating waste of time.  There are also plenty of accountants who do not like the idea of chatting with strangers very appealing. You will rarely meet someone at a networking

Accountants CAN overcome a lack of inner confidence…..

By |2018-05-22T23:06:42+00:00February 20th, 2018|Accountants, Business messaging and branding, Conversational impact, Experience and expertise, Marketing and promotion, Networking, sole practitioners|

All too often I encounter another accountant who is lacking in confidence. And this invariably holds them back from achieving the success they seek. Just last week an accountant emailed me back after receiving a message I'd sent out on a totally different topic. Included in her reply was the following: I know I lack

What are you doing about your clients’ uncertainty about the future?

By |2018-05-22T23:07:00+00:00February 13th, 2018|Future, Servicing clients|

When I talk with accountants, which I do a lot, I often sense an unspoken concern about increased ‘uncertainty’ in their world. It is clear to me that many business clients are uncertain, many private clients are uncertain and also many accountants themselves are uncertain. Business clients They are uncertain about future sales and expansion,

How was January for you this year?

By |2018-02-06T22:53:02+00:00February 6th, 2018|Accountants, Servicing clients|

This is a question I always ask accountants when I talk with them in February. "How was January for you this year?" The answers are always pretty similar. They range from "Not as bad as previously" through to the absolute defeatist "Same as always. I just accept that's the way it is."  This tends to

Lessons for accountants from….. a childrens’ party entertainer

By |2018-07-23T16:42:08+00:00January 16th, 2018|Accountants, Business messaging and branding, Dependability and trust, Experience and expertise, Marketing and promotion, Pricing|

As a teenager, before I started studying to become an accountant, I was a children's party entertainer - and I continued doing this for about 25 years. When I look back I realise that I quickly learned 2 lessons that now, many years later, inform my thinking and advice to accountants. Specialisation I was

Two and a half questions to help you in 2018

By |2017-12-19T08:21:45+00:00December 19th, 2017|Accountants, Uncategorized|

This week I invite you to identify your top achievements in 2017 and a few specific achievements you would most like to pursue in 2018. This should help you finish the year on a high and excited for what is to follow. I've also shared my own answers to the same two questions. Doing this yourself also means

Debunked: The one thing you must do….

By |2017-12-12T10:31:22+00:00December 12th, 2017|Accountants, Business messaging and branding, Marketing and promotion, sole practitioners|

A popular approach to getting your attention (and often your money) is to instruct you that there is 'one thing' you must do. What do they say? Many journalists, consultants and sales people assert that there is just 'one thing' you must do to remain in practice, to generate new clients, to increase your fees or

How can accountants use Linkedin for marketing purposes?

By |2017-12-05T09:06:51+00:00December 5th, 2017|Accountants, Business messaging and branding, Linkedin, Social Media, sole practitioners|

This was the headline to a question I was asked recently. I have summarised the question below and expanded on my reply and advice as this may help other accountants too. Question How can accountants use LinkedIn for marketing purpose? I have a company page, I have a profile, I am in some groups but

Has your practice plateaued?

By |2017-11-28T08:45:55+00:00November 28th, 2017|Accountants, Future, Marketing and promotion, sole practitioners|

My conversations with sole practitioner accountants over the years suggest that many are happy enough once their business has plateaued. 'Happy enough' is hardly an enthusiastic summation of how things are going. It suggests a degree of reluctant acceptance. The underlying message perhaps is that things could be better but the accountant is used to

Cloud accounting – Do you lead your clients or let them lead you?

By |2017-11-22T11:38:12+00:00November 22nd, 2017|Accountants, Business messaging and branding, cloud accounting, Experience and expertise, Productivity, Servicing clients, sole practitioners, Starting out|

This is the first of what I anticipate will become a series of cloud accounting related blog posts. Back in 2009 I disagreed with those commentators who were warning accountants about an urgent need to embrace cloud accounting technology. The alternative, warned these merchants of doom, was that accountants who failed to embrace the cloud

Do people see you as successful or struggling?

By |2017-11-14T09:29:10+00:00November 14th, 2017|Accountants, Appearance, Conversational impact, Marketing and promotion, Reputation|

Some accountants I know are proud of how efficiently they look after their own business affairs. Others though are embarrassed at their inefficiencies. And there are some who do not appear to give any thought as to how they are perceived. We all know the old adage that you never get a second chance to

Debunking social media myths for accountants

By |2017-11-07T08:30:51+00:00November 7th, 2017|Accountants, facebook, Google+, Linkedin, Social Media, sole practitioners, twitter|

I forget how long ago I added the word 'debunker' to the list of my roles/activities. It's on my business card, my marketing materials, my online profiles and on the title slide for many of my presentations. I was first asked what I mean by 'debunker' when I was facilitating a workshop for an international

A quick five point plan to secure more referrals for your accountancy practice

By |2017-10-17T09:25:45+00:00October 17th, 2017|Accountants, Business messaging and branding, Marketing and promotion, Networking|

So many accountants tell me that most of their new clients come from word of mouth and client referrals. In most cases however this seems to be a function of luck rather than planned in any way. Have you ever thought about how you could make it easier for your contacts to know who would

Why do accountants need to be enthusiastic?

By |2017-10-10T09:30:39+00:00October 10th, 2017|Accountants, Appearance, Business messaging and branding, Career development, Conversational impact, Dependability and trust, Experience and expertise, Following up, Giving, STANDING OUT|

Everyone who knows me recognises my enthusiastic nature. When I was younger I may even have been a touch too enthusiastic. I now recognise that it can unnerve those around you if you are evidently more enthusiastic than everyone else. That was an important lesson for me some years back. So now, older and wiser,

Don’t invest more time on social media until you have read this

By |2017-10-03T09:30:56+00:00October 3rd, 2017|Accountants, facebook, Linkedin, Marketing and promotion, Social Media, twitter|

Regular readers will know that I am both very active on social media and highly ranked for my online influence.* Equally you will also know that I do not routinely encourage accountants to use social media for promotional and marketing purposes. And I challenge the evidence and arguments of those who do advocate this -

Where do you want your promotional messages to be seen?

By |2017-09-26T09:30:16+00:00September 26th, 2017|Accountants, Business messaging and branding, facebook, Linkedin, Marketing and promotion, Social Media, twitter|

I have referenced what I call the 3Ms of marketing an accountancy practice before. This blog post is related to the third M. That is, which Media should you use to get your chosen Messages to your chosen Market? The answer to the question depends on where you will find your chosen Market and target

When you CAN use social media effectively for promotional purposes

By |2017-09-19T11:25:19+00:00September 19th, 2017|Accountants, facebook, Linkedin, Marketing and promotion, Social Media, twitter|

The longer you spend on social media the more you realise that overt sales and marketing messages do not typically have much positive impact. Posting adverts on social media is a different topic and not the subject of this blog post. Before I explain how you CAN use social media effectively for promotional purposes, I should

Why do you want to promote your firm?

By |2017-09-12T06:50:48+00:00September 12th, 2017|Accountants, Social Media, STANDING OUT, Websites|

A recent conversation with an accountant I've not worked with before started as follows: Accountant:  Do I need to promote my firm better? Mark: Probably, but it depends on what you want to achieve. Accountant: What do you mean? Mark: Marketing and promotional activities work best for accountants when you have first identified clear objectives. Otherwise you're likely