New Clients Now

About this Course


This high-impact, micro-learning video course will get you the consistent momentum you need to make incremental changes that result in getting more new clients quickly for your accounting firm and accelerate your success in winning top-quality clients. 

This exciting program is comprised of 50 short but meaty episodes that each provide a major tip, technique, template or model for accelerating your accounting firm to attract and win top-quality clients right now.

Using this time-saving learning method you'll acquire a complete business development infrastructure you can build one step at a time, no matter how busy you are. 

Course curriculum

  • 1

    Season 1 Episode Guide

    • New Clients Now Episode Guide - Season 1
  • 2

    Season 1 Episodes

    • Episode 1 - P.R.O.G.R.E.S.S.

    • Episode 2- Dealing with Prospects Who Fail to Sign Up

    • Episode 3 - Questions to Winning New Clients

    • Episode 4 - How to Read the Client

    • Episode 5 - The Fastest Way to Kill an Opportunity

    • Episode 6 - Mindset Curve

    • Episode 7 - Be Superior

    • Episode 8 - Communicating Your Value

    • Episode 9 - Pipeline Building

    • Episode 10 - A.C.C.O.U.N.T.S.

    • Episode 11 - Many Sources of Rain

    • Episode 12 - Sell is a Four-Letter Word

    • Episode 13 - The Model for Winning New Fees

    • Episode 14 - Resolving Concerns

    • Episode 15 - Cross Supporting

    • Episode 16 - Creating Effective Referals

    • Episode 17 - Your Story

    • Episode 18 - Proposal Template

    • Episode 19 - What vs When

    • Episode 20 - Road Blocks

    • Episode 21 - A Cancellation Prevention Excerise

    • Episode 22 - The Personal Touch

    • Episode 23 - Doing Your Homework

    • Episode 24 - It's About Time

    • Episode 25 - Keeping Up Appearances

    • Episode 26 - Booking the Next Meeting

    • Episode 27 - Setting the Objectives

    • Eposide 28 - Being Upbeat

    • Episode 29 - The Agenda

    • Episode 30 - Creating Genuine Empathy

    • Episode 31 - Key Questions

    • Episode 32 - Goals and Challenges

    • Episode 33 - Agreeing the Way Forward

    • Episode 34 - Sincere Appreciation

    • Episode 35 - Old Technology

    • Episode 36 - Lines of Communications

    • Episode 37 - Briefing the Team

    • Episode 38 - Scheduling Each Step

    • Episode 39 - Importance of Rehearsal

    • Episode 40 - The Hyper-connected World

    • Episode 41 - The New Business Model

    • Episode 42 - The Cloud

    • Episode 43 - Fee Growth Challenges

    • Episode 44 - The NOW! Accountant

    • Episode 45 - Let's Meet TOM

    • Episode 46 - The DNA of Marketing in Our Blood

    • Episode 47 - Understanding TOM

    • Episode 48 - TOM's Private Life

    • Episode 49 - What Accountants Tell Me

    • Episode 50 - The Water Law