4 classic mistakes accountants need to avoid when prospects call

By |2022-03-30T19:12:37+01:00March 29th, 2022|Accountants, Conversational impact, Lead generation, Marketing and promotion, Networking, Starting out|

Do you assume you know what (new) callers will want from you? Are you able to distinguish real prospective clients without devoting too much time to the others? Do you operate like other professionals or by reference to wishful thinking? These are key challenges for all of us. We want to encourage

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

By |2019-02-21T13:38:44+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+01:00May 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.

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

WHO do you need to stand out from?

By |2017-09-05T09:30:57+01:00September 5th, 2017|Accountants, Business messaging and branding, Experience and expertise, Social Media, Sole practitioners, STANDING OUT, Starting out|

One of my talks for accountants, and much of the advice I share generally, concerns WHY it's important to STAND OUT from your competitors - and HOW easy this is to do when you put your mind to it. A related question I've never really addressed in detail is WHO do you need to STAND

4 accountants respond to a prospect’s initial enquiry

By |2018-07-08T15:05:21+01:00December 8th, 2010|Accountants, Marketing and promotion, Reputation, Starting out|

On one of the business networks I follow a member recently asked for a recommendation to a down-to-earth, friendly, non-judgemental, accountant.  He explained his requirements in a little more detail - but not much, although he did state: "To be ABSOLUTELY clear, I am NOT looking for someone who has intentions of turning me

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