The 5 key issues to consider re your competition

By |2021-12-12T17:59:59+00:00December 14th, 2021|Accountants, Business advice, Lead generation, Marketing and promotion, Sole practitioners, Strategy|

In this blog post I explain five key issues in the context of your competition as an accountant. I have discussed them many times with clients during mentoring sessions. Often I find an accountant's perception as to who is their competition is blinkered and limited. They are often shocked to realise they

How you can stop being scared of losing prospective new clients

By |2021-11-22T12:15:52+00:00November 23rd, 2021|Accountants, Business messaging and branding, Marketing and promotion, Sole practitioners, Websites|

Many accountants appear to approach the idea of finding new clients with conflicted emotions. If you do this you are probably making life harder for yourself than it needs to be. On the one hand your website and marketing activities try to promote you and your firm as able to act for

6 ways you can stop making the same mistakes on social media as everyone else

By |2021-11-15T15:03:17+00:00November 16th, 2021|Accountants, Blogging, Facebook, Linkedin, Marketing and promotion, Social Media, Sole practitioners, Twitter|

Regular readers will know that I am both very active on social media and highly ranked for my online influence (such as it is!) 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 apparent evidence and

The 12 ways you can Keep In Touch with clients and why this is so important

By |2021-11-01T19:26:26+00:00November 2nd, 2021|Accountants, Conversational impact, Dependability and trust, Following up, Servicing clients|

You want your clients, certainly the better ones, to stay with you. By implication therefore you want them to appreciate that you care about them, that you are interested in them and that you want to help them as much as you can. Those are just some of the reasons for Keeping

3 key lessons for accountants from….a children’s party entertainer!

By |2021-10-25T17:07:48+01:00October 26th, 2021|Accountants, Business messaging and branding, Marketing and promotion, Pricing, Sole practitioners|

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 3 key lessons that now, many years later, still inform my thinking and advice to

What has the biggest influence on your ability to retain clients?

By |2021-10-18T15:20:50+01:00October 19th, 2021|Accountants, Dependability and trust, Reputation, Servicing clients|

Accountants have a distinct advantage over most other service professionals. Your clients need your help on an ongoing basis, at least once a year and often more frequently than this. This leads some accountants to be a little complacent about client retention - certainly as compared with most solicitors and financial advisers.

An essential new way to categorise your clients and focus to boost your marketing efforts

By |2021-09-27T18:33:56+01:00September 28th, 2021|Accountants, Marketing and promotion, Strategy|

Do you ever think about how your practice and your client base might be impacted by changes and developments over the next few years? Historically most clients stay with their accountant for many years. They generally move only when they feel their accountant doesn't care enough about them, puts their fees up

How to feel more self confident with clients and prospects

By |2021-09-24T17:36:49+01:00September 21st, 2021|Accountants, Dependability and trust, Marketing and promotion, Mentoring, Networking, Sole practitioners|

Do you consider yourself to be a confident person generally? What about in terms of your ability to attract and win over prospective clients? And to keep clients happy and willing to pay you the fees you deserve for the work you do? Whilst many accountants I work with have a fair

What can you do if you want to attract a better type of client?

By |2021-09-10T18:48:26+01:00September 7th, 2021|Accountants, Business messaging and branding, Experience and expertise, Marketing and promotion, Networking, Referrals, Reputation, Sole practitioners|

When I ask accountants what they would like to be different in their practice, one theme is more common than any others. They frequently express the desire to have better quality clients, to increase their average fees and to be doing more interesting work.One sole practitioner accountant I was mentoring expressed this quite

Ten things the most successful accountants do

By |2021-08-24T09:26:11+01:00August 24th, 2021|Accountants, Marketing and promotion, Servicing clients, Strategy, Technology, Websites|

Over the years I have worked with hundreds of accountants. I have also judged hundreds of entires for multiple accountancy awards. Having completed the judging process for a recent competition I reflected on what it takes to win and to be successful generally.  Let me be clear here. I am talking about

What can you do about all the competition from other accountants?

By |2021-08-19T17:02:16+01:00August 17th, 2021|Accountants, Appearance, Business messaging and branding, Experience and expertise, Lead generation, Marketing and promotion|

Not everyone who calls me for my input becomes a client. I sometimes offer some simple advice to accountants who are not yet in a position to need or afford my mentoring services (even though these are much more affordable than you might expect). One of the accountants I spoke with recently

Why you need to build your personal brand – and how to make this work for you

By |2021-07-19T10:28:07+01:00July 20th, 2021|Accountants, Business messaging and branding, Conversational impact, Dependability and trust, Experience and expertise, Networking, Reputation|

What do people say about you when you’re not in the room? What would you like them to say? Few accountants seem to think this through. If you are clear about what you want people to say though you are likely to find success a lot faster than anyone who is ‘just

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