The Sales & Marketing Series
Only 110 days until Christmas, but more importantly…
Only 25 more days until the Fall Selling Season.
Why is September thru early-December a selling season for small accounting firms?
Here’s my theory:
It’s the extension filing season, so there’s plenty of potential tax / bookkeeping / CFO clients with their minds on taxes
Year-end is a stones-throw away and business owners know they’re accounting is a mess
Everyone’s emerging from summer-mode. Did you also kind of let things slide over the summer? (::cough cough:: guilty ::cough cough::)
In Aligned Accountants, we’ve been barreling through sales & marketing prep this summer so we’re ready to hit the ground running come September.
It’s not too late to catch up!
(Side story…I just got my first intake form of the selling season last Thursday. How did she find me? Someone mentioned me on Facebook 3 years ago and she’s been listening to my podcast since. She finally reached her “accounting breaking point” and decided to reach out. Just a friendly reminder that your marketing could be going places you have no idea it’s going.)
✨Sales & Marketing Summer Series ✨
If you're building or rebuilding your accounting firm and wondering how to actually attract aligned, high-quality clients, this series was made for you. We spent the summer walking through real-world strategies that help solo firm owners sell in a non-cringey way, know who they want to work with, and prep now for a smoother fall.
All the recordings are available inside the Aligned Accountants platform, and you can ask questions on our discussion boards anytime, so you're not stuck alone asking ChatGPT. You'll hear directly from other accountants who are walking through this right now too.
The Series:
➡️ Niching with Geraldine Carter - Recording Now Available
➡️ Simple Marketing Funnels for Solo Accountants with Erica - Recording Now Available
➡️ Sales Strategy with Nikki Rausch - Wed, Aug 20th (11am MST)
➡️ A Simple Website for Starting Out - Thu, Aug 28th (9am MST)
Meet other accountants like you:
👋 Speed Networking - Tue, Aug 12th (10am MST)
Worried about money?
I got you. If you're starting out and just need a short-term dose of clarity, you can use the code BINGE39 to join for $39 your first month. Stay longer if it fits. Or binge the series, ask your questions, and peace out - zero judgment. Honestly.
We’re about building a firm that works for our lives, with no pressure to scale.
Together, we are Aligned.
Cheers,
Erica
What’s Happening in Aligned
Get your first month for
$39
by using BINGE39 by 8/31/25.
Money back guarantee, if you get in there and don’t see the value. No questions asked.
More details in the link above.