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

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

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’ll find more success if you have an angle

By |2021-07-13T11:06:26+01:00July 6th, 2021|Accountants, Business messaging and branding, Lead generation, Marketing and promotion, Mentoring, Networking, STANDING OUT|

Too many accountants struggle to distinguish themselves from their competition. This is a shame as it is what makes each of us different that makes us memorable and the reason why we are referred and recommended. And then why we are engaged by clients. Challenge this if you must. Tell me that

Why you need to tell people who you are – beyond being an accountant

By |2021-06-28T13:32:35+01:00June 29th, 2021|Accountants, Appearance, Business messaging and branding, Experience and expertise, Marketing and promotion, Networking, Referrals, STANDING OUT|

No one is 'just an accountant'. And you know that already. But how clear do you make this on your website, your online profiles and when you are networking? Lots of accountants make the mistake of assuming they only need to evidence their credibility as an accountant. And it's true that sometimes

Bad advice for accountants that makes me cross

By |2021-08-24T09:21:12+01:00April 6th, 2021|Accountants, Business messaging and branding, Linkedin, Marketing and promotion, Mentoring, Social Media, Sole practitioners, STANDING OUT, Twitter|

These days it typically takes a lot to get me cross. But one thing that really winds me up is the continuing wave of advice to accountants generally, telling them to do stuff that doesn't work for everyone and is especially inappropriate for most sole practitioners. This is quite different from the advice that

Does size matter? Are you pretending to be bigger than you are?

By |2021-03-22T09:21:24+00:00March 23rd, 2021|Accountants, Business messaging and branding, Dependability and trust, Marketing and promotion, Websites|

I have lost track of how many sole practitioners and two-partner accountancy practices pretend to be bigger than they really are. Some overtly claim that their firm is bigger than it really is by adding words like “and associates” to the name of the firm. Even though, in reality, it is only

Fresh marketing insights for accountants

By |2021-03-19T15:31:28+00:00March 16th, 2021|Accountants, Business messaging and branding, Lead generation, Marketing and promotion, STANDING OUT|

Sometimes a post on Linkedin can start a conversation that runs and runs.  This was the case just after the Budget when I posed the question “Is it really worth everyone producing a 'me-too' morning-after Budget summary?” I suggested these were typically simply a re-hash of information already in the public domain

How can a mature accountant start to market himself effectively?

By |2021-02-01T15:53:22+00:00February 2nd, 2021|Accountants, Business advice, Business messaging and branding, Lead generation, Marketing and promotion|

During our first mentoring conversation a mature accountant told me how they had been struggling to replace clients who had retired, died or gone bust. The practice was well established and he had never previously needed to spend much time or effort on marketing or promotion. He had done the basics. He

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

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