Converting your current clients into higher-paying services is much more cost-effective than marketing for and onboarding new clients. Here are five ideas on how to create a successful conversation with your clients without feeling like you’re bugging them. Education Everyone likes to feel like they are becoming
Read more →The best time to acquire new clients is now, during tax season, when clients are most interested in their numbers. My first freebie gift to you is my “111 ‘Low-Hanging Fruit’ Ways to Work Less, Make More, and Serve Clients Better.” It’s full of tips on marketing
Read more →The difference between accounting practice owners that make a meager living and those that are far more comfortable financially can often come down to just one or two skills that are easily learned. Most accounting professionals build their technical tax and accounting skills – far more than
Read more →Happy new year! A new year gives us new perspectives and the chance to adopt new ideas. That’s today’s topic. On Thursday, January 19, 2017, I’m hosting a complimentary webinar “Accountant’s Accelerator Sneak Peek,” and YOU are invited! This webinar will help you identify where
Read more →As accountants, our daily work is full of to-the-penny details that keep us focused on transactions, charts, data, and numbers all day long. We have to be good at the details to be in our industry. But we also need to be able to move from the
Read more →