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Apr 15, 2019

014 | Should My Accounting Firm Use Social Media?

Do you view social media as a waste of time?

If you’re not careful, it can be rather time-consuming! However, social media can be one of your biggest sources of new business - if you’re willing to put in the work to be consistent!

Social media helps you...

Apr 1, 2019

013 | 6 Creative Ways Accountants Can Encourage Referrals

How do you ask for referrals? Do you have a script or a template? Do you find yourself wanting to try something new and creative?

Referrals can be FUN! Being creative with your referral process can bring fun to your business, and increase the number of referrals...

Mar 15, 2019

012 | Why Accountants Should Have A Sales System

Are you feeling burnt out? Do you take on every prospect that comes your way?

It’s time to stop the hamster wheel, and step into high-end, premium offerings for your accounting clients which means you can’t take on everyone.

In this episode, Peter Freuler joins The...

Mar 1, 2019

011 | How to Identify Clients That are Ready to Hire You NOW

Is your firm full of clients, you’re working 12-hr days and you’re barely making ends meet?


Turning away business is probably one of the most difficult things you will ever do as an accountant. You know you have rent and employees to pay, so taking...

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...