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…

You're the first to see my new ebook! 🤩

A fellow reader asked a great question in response to last week's email. I'm sharing the question below with their permission...

3 podcasts episodes you'll want to listen to