Pitching Articles

You know the type of call. It starts innocently enough, and within a minute or two you can feel the energy shift. The language gives it away. “I just need a quick bit of free advice.” Or “my last accountant didn’t help reduce my tax bills.” Before long, you’re no...

It's probably happened to you, just as it's happened to hundreds of other accountants. A prospective new client's first question is about your fees. Plenty of experienced accountants will see this as a huge red-flag. We might all assume that the question implies that...

No accountants set out to work with the wrong clients. But, I have lost track of how often I have heard accountants announce that, with hindsight, they wish they had been more selective when they started out. I have heard this repeatedly, in 1-2-1 conversations and...