“How can I use social media to promote my accountancy business?”

By |2021-01-08T18:37:54+00:00December 8th, 2020|Accountants, Business messaging and branding, Facebook, Lead generation, Linkedin, Social Media, Sole practitioners, Twitter|

There are two types of accountants who use social media and Linkedin.  Those who understand what works and those who have bought into the hype and hope that what they do will work. Chances are you are in that second category just like most of the accountants I know. Indeed, the vast

The worst mistake an accountant can make – and how to avoid it

By |2020-11-20T11:00:12+00:00November 17th, 2020|Accountants, Business messaging and branding, Servicing clients, Sole practitioners|

A journalist once surprised me with a question I wasn’t anticipating: “What is the worst mistake accountants can make when they are trying to ‘close’ a prospective client?” When I later reflected on my instinctive reply I was satisfied it contained good advice. Thinking about the issue subsequently I quickly constructed this

3 questions you must answer before seeking out new clients

By |2020-12-08T13:59:26+00:00October 20th, 2020|Accountants, Business messaging and branding, Marketing and promotion, Referrals, Sole practitioners|

l am regularly approached by accountants who want to know how they can get more clients. They want to know if social media is worthwhile, where to advertise, what marketing activities to pursue, what networking activities might be worthwhile, how to get more traffic to their website and much more - along

Why you need to be remembered to get more referrals and recommendations

By |2020-11-20T14:02:02+00:00October 6th, 2020|Accountants, Networking, Referrals, STANDING OUT|

For some years I have been advising accountants of the benefits of being better Remembered, Referred and Recommended ("The 3 Rs"). After all, Referrals are often identified as being the most valuable route to securing good new clients. Despite how often this topic has featured in my talks about standing out from

What’s your ‘And’?

By |2020-09-21T11:25:01+01:00September 22nd, 2020|Accountants, Career development, Conversational impact, Networking, Reputation|

What's your 'And'? Yes, we know you're an accountant. But what else are you? What else do you do? What else interests or fascinates you? A new book, written by my friend, John Garrett, explores how sharing your personal passions improves work performance, builds culture, and strengthens relationships with colleagues, clients and

How effective is your reply to the question: What do you do?

By |2020-10-27T10:58:28+00:00September 8th, 2020|Accountants, Business messaging and branding, Career development, Conversational impact, Networking, Sole practitioners|

No one has asked me what I do since lockdown started. I've been thinking about how I might reply next time. What about you? What do you do? I think there are 4 standard ways we can answer the question. I know which approach I prefer. What about you? 1 State your

Prospecting in August

By |2020-09-07T17:30:48+01:00August 18th, 2020|Accountants, Marketing and promotion|

I recently asked this question on Linkedin: Do you stop prospecting in August? The most common response I received echoed my own view. NO. Don't stop prospecting - if you want to grow your practice. I have long recognised that NOT everyone goes away (even when they can). NOT everyone takes a

How special and different are you from other accountants?

By |2020-09-07T18:07:29+01:00June 16th, 2020|Accountants, Appearance, Business messaging and branding, Marketing and promotion, Networking, Referrals, Reputation, Sole practitioners, STANDING OUT, Websites|

Back in the days when I was a professional speaker (BC -Before COVID-19) I often asked audiences of accountants to look around the room. And then to indicate whether they felt that they were in any way special and different from most of the other accountants in the room. Typically only a

Short term or long term marketing?

By |2020-09-07T18:07:55+01:00June 9th, 2020|Accountants, Facebook, Linkedin, Marketing and promotion, Social Media, Sole practitioners, Twitter|

What's more important to you? To spend time on promotional activities that don't seem to cost anything or to get cost-effective results from promoting your services to people who you know are looking for someone like you? Many accountants, bookkeepers and tax advisers spend time on various social media platforms, on Linkedin

Generating the business you want without networking

By |2020-11-20T10:00:16+00:00May 20th, 2020|Accountants, Business messaging and branding, COVID-19 related, Marketing and promotion, Networking|

Did you attend networking events before the lockdown? I know loads of accountants don't like the concept. Others do it reluctantly and some actually enjoy it.  The same is true for those online networking events that have replaced face to face events during the lockdown. In my experience you probably have one

Your referrals are good (enough) but are you missing something?

By |2020-02-10T12:39:26+00:00February 25th, 2020|Accountants, Marketing and promotion, Referrals, Servicing clients, STANDING OUT|

Classic. Talking with a partner in a top 50 firm of accountants, I asked how they get most of their new clients. It was no surprise he answered 'referrals'.  Many accountants and lawyers, claim that they secure most of their new work through word of mouth referrals. This suggests that clients are

Want to add advisory services to your offering? Remember these 4 Ps.

By |2020-11-20T09:33:31+00:00February 4th, 2020|Accountants, Business advice, Business messaging and branding, Future, Marketing and promotion|

Thinking of expanding your service offerings? It doesn't matter whether you want to start providing 'advisory' services, tax advice or any other services. The same rules apply. And if you fail to take these into account you will struggle to make a success of your new 'offering'. If you are going to

Forget USPs – what are your KDIs?

By |2020-11-19T18:50:38+00:00January 7th, 2020|Accountants, Career development, STANDING OUT|

I have long advised audiences and clients that claiming to have a Unique Sales Proposition (USP) is typically a mistake - as the word 'unique' means 'unlike any other'. Rarely do I ever encounter accountants with genuinely 'unique' offerings for clients.  And it will be counter-productive to assert that something about your

Future Focus: How strong and evident are your human qualities?

By |2019-10-29T15:50:43+00:00October 29th, 2019|Accountants, Career development, Future, Key Business skills, Marketing and promotion, Strategy|

In recent years a number of commentators have suggested that we need to adopt a new mindset. Instead of distinguishing our marketing and sales activities dependent on whether our focus is 'B to B', or 'B to C', they want us to recognise that, today, everything is 'H to H'. The idea