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Oct 15, 2019

For accountants, we often find it challenging to crack open the doors of small business to let us in to help. Sometimes, it is not what we do to encourage them, it is how we do it. Do you really know what your value is as a CPA or accountant, and can you confidently explain it to a potential client? In this...


Oct 1, 2019

Have you ever had a nightmare client? By that, we mean those people who suck the life and energy out of you that you wish you could get rid of. How do we avoid getting these types of clients in the first place? Ross Jeffries shares how you can tell good clients versus bad clients. He outlines the three ways to avoid...


Sep 15, 2019

Do you find the sales process fun, or do you find it scary?

We’re changing things up for this episode of The Abundant Accountant Podcast. Dominique Molina, Co-Founder and President of the American Institute of Certified Tax Planners is interviewing the Pitch Queen herself about how accountants can change their sales...


Sep 1, 2019

When you started your own accounting firm, did you know that you were signing up to be in sales? 

Most accountants who start their own firms are shocked when they realize that they are now in a 24/7 sales job. Every conversation that they have with a client is a sales conversation, believe it or not!

So how can you get...


Aug 15, 2019

Have you ever connected with a potential client, and thought that they were going to enroll in your services, and when the time came to commit, they chose someone else?

There’s a fine line between making the perfect connection, and talking too much and losing the sale.

It’s happened to me many times: I felt a...