Lead generation Articles

Stop copying other accountants without thinking first

Are you ever tempted to follow the apparent example of other accountants you see online or meet at events? There is nothing inherently wrong with learning from another practice. The problem begins when observation turns into imitation without first considering whether...

Why simply saying you’re an accountant is costing you referrals

Do you ever struggle to make a lasting impression beyond the generic label of being “an accountant”? Most of us have experienced it. You meet someone at a networking event, a business gathering or even socially, and the inevitable question arrives: “What do you do?”...

What can you do to stop sounding like a generic accountant (just like everyone else)

One of the more damaging assumptions people have about accountants is that you are largely interchangeable. To some extent we all understand why this belief persists; most accountants produce variations of the same outputs: accounts, tax returns, VAT work, management...

10 mistakes you’ll want to avoid when quoting fees

Quoting fees can feel like playing darts blindfolded. You hope for the bullseye, but more often than not, you end up way off target. Maybe charging so much that you lose the prospect. Then there are those occasions when you kick yourself if a prospect agrees...

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How to get more of the referrals you really want

Although most of my clients have already built up a good base of clients, I am also often asked how can (typically less experienced) accountants and bookkeepers get more clients. And I see plenty of such questions in online forums. Of course there is no single...

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The 5 key issues to consider re your competition

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...

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