Quietly, behind the scenes, Lou (my web designer), my daughter (the 14yo), and I have been toiling away getting all past newsletters loaded up onto a website. And…

Here’s a recent win from an Aligned member (shared with permission):

If you read last week’s email, you know that we’re in the middle of playing “Is it AI?”, where you guess if I used AI to write my refreshed website copy.

Have you ever watched “Is It Cake?” on Netflix? Pastry chefs attempt to make a cake that looks like something else (purse, shoe, bowl of fruit, etc) and then three judges have to determine, from a reasonable distance, which of the purses / shoes / fruit bowls are actually cake.

Last week was county fair week. For context, I spent my entire life in the suburbs of Chicago until our family moved to very rural, very small town Idaho 6 years ago.

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?

Your kids are teaching more about selling than you realize. In our house, it sounds like this: “Do you want an apple or strawberries on your plate?”

We’re talking about the “casual drop” today…

When I was about 1 year into my accounting firm ownership life, I was in a Girl Scout carpool headed to a weekend jamboree camp.  Me in the driver’s seat, my newish mom-friend Amy in the passenger seat, and lots of 8 year old girls in the back. (I later found out that my spiritual gift is not carpooling lots of small children, but I digress.)

Sometimes, upgrading current clients is a much easier and faster way to increase revenue than pounding pavement for brand new clients.

What Does the State of the Economy Mean for the Accounting Industry?

Most importantly…congrats to all who made it through this week’s deadline!! You’re almost there!!

I’ve been thinking about my client roster and sales pipeline a lot the past few weeks.

Sometimes I hear new firm owners say something like…

A picture is worth a thousand words, so let’s start with that…

There are 3 types of prospects (potential clients)…

The one part that I am having a tough(er) time on is the "menu" so to speak for the pricing tiers.

I’m far from a sales expert, though I’ve become far more comfortable at them after taking some sale training. (highly recommend)

Real data I've been tracking on new client inquiries

Great follow up questions come out of last week’s email on getting clients…About niching, so you pick one and try. And then if this doesn't work you pick another. And so on.. right?

I’ve gotten a bunch of questions around getting clients in the beginning, so I’m going to condense those all down into this question…