Frequently Asked Questions

For Accounting Practice Growth

In this video and audio series, we take on the major challenges and roadblocks standing in the way of practice growth for nearly all accounting firms. The answers have been compiled from over 18 years of experience working with practitioners just like you from around the world. You get concise solutions which deliver real results. 

No matter how busy you are, you can use this series of on-the-go, micro training episodes) each video is 5 minutes or less) to quickly get the techniques, templates and tactics you need to breakthrough these common roadblocks and succeed. Grow your practice starting today and reach your goals faster, one progressive step at a time.

Here's just a taste of what you get in this cut-to-the-chase series:

  • What's the best way to market to prospects so you get a consistent stream of new client enquiries
  • What to say when you meet with a new prospect to feel more confident and make a great first impression
  • How to identify good prospective clients so you don't waste your time with low-quality leads
  • What type of details should you discuss specifically with a potential client on an initial meeting and what you should avoid
  • What you must do at the end of  the first meeting with a prospective first client to virtually guarantee a positive outcome 
  • How to avoid coming across like a pushy salesperson which kills your prospects of winning new fees right from the start
  • How to discuss price successfully, even in the first meeting with a potential client

You'll get the answers to all these questions and more in just a few minutes so you can take action immediately and start winning new fees on a consistent basis. 

Course curriculum

  • 1

    Episode 1: What is the best way to follow up the first meeting?

    • Episode 1: Video Answer

    • Episode 1: Audio Answer

  • 2

    Episode 2: How can I avoid coming across as 'pushy'?

    • Episode 2: Video Answer

    • Episode 2: Audio Answer

  • 3

    Episode 3: What effective language & strategies can I use when meeting a new prospect?

    • Episode 3: Video Answer

    • Episode 3: Audio Answer

  • 4

    Episode 4: Is there a specific sales funnel to convert leads into clients?

    • Episode 4: Video Answer

    • Episode 4: Audio Answer

  • 5

    Episode 5: How do we best discuss pricing?

    • Episode 5: Video Answer

    • Episode 5: Audio Answer

  • 6

    Episode 6: What is the best way of identifying prospects?

    • Episode 6: Video Answer

    • Episode 6: Audio Answer

  • 7

    Episode 7: What’s the best way to market to prospects?

    • Episode 7: Video Answer

    • Episode 7: Audio Answer

  • 8

    Episode 8: How much detail is needed with a prospect?

    • Episode 8: Video Answer

    • Episode 8: Audio Answer

  • 9

    Episode 9: When is a lead dead?

    • Episode 9: Video Answer

    • Episode 9: Audio Answer

  • 10

    Episode 10: The psychological approach of working with a potential client

    • Episode 10: Video Answer

    • Episode 10: Audio Answer

  • 11

    Episode 11: How to get website enquiries to yield higher fees

    • Episode 11: Video Answer

    • Episode 11: Audio Answer

  • 12

    Episode 12: How do accountancy practices frame what they sell?

    • Episode 12: Video Answer

    • Episode 12: Audio Answer