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Feb 15, 2019

010 | The Best Ways for Accountants to Get Referral Clients

How often do you ask your current happy clients for a referral? Do you sit around hoping that they’ll just send people your way?

It’s time to change your thought process... Referral clients are GOLD!

Receiving referrals from current, happy clients also...


Feb 1, 2019

009 | How to Show Your Value as a Trusted Professional as an Accountant

Do you have any long-term clients who you undercharge in fees, and you worry that they’re going to leave you if you raise their rates?

If you answered YES, then this week’s The Abundant Accountant Podcast is a MUST LISTEN! Marc Schnoll joins the...


Jan 15, 2019

008 | The 4 Best Marketing Tactics for Accountants

Do you have a marketing plan for your accounting firm? Or, are you kind of winging it as you go, hoping dream clients fall into your lap?

I’ve worked with a lot of accountants and I know that many of you shudder at the thought of having to go out and market yourself,...


Jan 1, 2019

007 | 5 Steps to Developing a Winning Elevator Pitch for Accountants

Do you have a pre-written and practiced “Brand Shake?”

If you’re not familiar with the term Brand Shake, it is the term I like to use with my Royal Family to describe the ever-important elevator pitch.

Having an award-winning elevator pitch is...


Dec 15, 2018

006 | How to Say No to Clients Who Can't Afford Your Accounting Services

How frequently does a less than ideal client reach out to you? How often do you end up taking that prospect on as a client?

Probably more frequently then you would like. We often live in this lack mindset, thinking that if we don’t take on every...