The Secrets you need to know to Sell to UK Accountants
The insider’s guide to avoiding costly mistakes
The ultimate route to engaging accountants without wasting time or money or frustration (theirs and yours!). Gain practical insights, expert strategies, and a clear plan to connect with UK accountants and secure the business and referrals you seek.
The Challenge
Selling to accountants isn’t just difficult—it’s different
Accountants operate in a unique world, juggling diverse responsibilities such that it’s a huge mistake to assume you understand what they each do or what matters to them.
Here’s the truth:
- Misguided assumptions will ruin your credibility before you even start.
- Not all accountants are the same, so a one-size-fits-all sales approach rarely works.
- Building trust requires more than just pitching a great product.
But with the right approach, you can foster long-term, profitable relationships with accountants—and, if you want them, potentially secure introductions to their clients.
The Opportunity
This exclusive 3-part interactive course, presented by the most credible, trusted expert on the subject, is your shortcut to success in the UK accounting sector.
Attendance limited to ten people for each session. First come, first served. Join the waiting list if you can’t make the next course.
Over just three one-hour sessions, you’ll gain all the tools, strategies, and clarity you need to:
Understand the nuances of accountants’ challenges and priorities.
Align your sales, marketing, and networking efforts with their needs.
Build trust and credibility, differentiating yourself in a crowded market.
What you’ll learn in each session:
SESSION ONE - Understanding the accountant mindset
You’ll learn why many of your assumptions are mistaken and are holding you back. We’ll cover how accountants think, what drives their decisions, and how to align your messaging and offerings to address different accountants’ specific needs.
SESSION TWO - Building relationships and leveraging referrals
You’ll learn how to unlock new strategies to earn accountants’ trust and to get them to buy from you or provide you with valuable introductions to their clients
SESSION THREE - Digital strategies and event networking
You’ll learn how to short-cut the process of using LinkedIn to reach and influence accountants and how to use in-person networking to stay front-of-mind and trusted by accountants.
WHAT YOU’LL GET
What you’ll get
Three one-hour live webinars
over a four week period
Personally presented by Mark Lee.
These interactive sessions will be packed with actionable insights, strategies, and followed by Q&A time.
Recordings of each session
(including any you miss)
For you to review and remind yourself of what was covered
AI generated summaries of each session
Invaluable summaries of everything including questions and answers addressed
Exclusive guides
Including: 25 common activities undertaken by accountants, and The 15 biggest mistakes most people unwittingly make when they approach accountants for business or referrals
Personalised advice
With only 10 attendees per session, you’ll receive tailored guidance for your specific challenges.
Proven strategies
Learn how to build empathy, communicate effectively, and align your offerings with accountants’ goals.
New advocates and collaborators
During the webinars you will get to know the other attendees which often results in new advocates and collaborations
Who Should Attend?
Who should attend?
This course is ideal for professionals in all roles and levels of experience:
New to the accounting sector
Gain a solid introduction to the accounting landscape and its unique nuances.
New hires in established teams
Onboard quickly with the knowledge and skills to excel in roles involving accountants.
Experienced sales professionals
Refresh your understanding of the accounting profession and refine your approach
All welcome
Marketing, website and social media service providers
Technology, software and IT support providers
HR Consultants
Financial pension and wealth advisors
Business coaches
Any other professional keen to secure sales and business with UK accountants
Next Steps
Book your place now
Your investment in each of the 3 weekly sessions is £159. Or you can save £150 and book the full course for just £327. (No VAT)
If would like to join the waiting list for the next course (dates to be agreed), please register your interest here >>>
Webinar details
The Detail
Next course dates to be confirmed
That’s 3 one-hour sessions spread over a 3 week period. You’ll get the recordings of each session, including any you have to miss
Timing
11.15am – 12.45pm (incl 30 mins post session Q&A)
Capacity
Maximum capacity 10 attendees at each session.
Further Information
Your Presenter – Mark Lee FCA
Recognised expertise and credibility
The UK’s leading authority on how to engage accountants to secure business and referrals
- Received the first (and only) ‘Oustanding Contribution’ award at Accountex 2024.
- Described by Accountancy Age as “probably the most networked accountant in the UK”
- Consistently ranked as one of the most influential social media commentators in the finance sector.
Popular speaker at events for all major UK accounting bodies as well as for many firms and international associations of accountants.
Widely Read and Followed
- Has judged many prestigious accountancy awards
- Judge for the annual Business Book Awards since 2022
- Previously consultant practice editor for AccountingWeb. Wrote over 200 articles for the site and which have been viewed well over ONE MILLION times
- Co-host of the popular Accountants’ Success Secrets podcast – has interviewed over 50 inspiring accountants who run their own established and successful practices
- Author of a business development blog for accountants which now contains more than 400 posts covering all aspects of running a practice.
- Over 15,000 followers (mostly from the accounting and related professions) on Linkedin. Posting widely read useful tips and insights 3-5 times a week.
Practical and Relatable
Walks the talk. Debunks the hype around social media and Linkedin – preferring to focus on what really works.
Understands the accountants’ world because he’s lived it—working in firms of all sizes and subsequently building a portfolio career focused on serving accountants and those who work with them