How to win new clients from social media Feb 12, 2020

Don't want to watch the recording? You can read the full transcript below...

So today I have someone with me today that needs no introduction, the one and only Jeri Williams of LinkedIn fame, who is today going be talking about how to win new business on social media. 

So, Jeri, tell us a...

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How to get started with video and use it to raise your firm's profile Feb 05, 2020

Don't want to watch the recording back? You can read the questions and transcript below!

How did you get started in the big wide world of accounting?

I went back to studying about 10 years ago when I had two small children. I was only on reception at the dentist 10 years ago, feeling a bit...

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Deliver 5-star service Jul 30, 2019

What are the first impressions that a client gets when they walk into your reception?

Is the room full of paper and desks, and a bit chaotic?

Are they warmly welcomed by your front-of-house?

Do you struggle with attracting higher profile clients?

First impressions matter. We are no longer...

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Own the numbers Jul 05, 2019

Should we, as qualified chartered accountants and CPA’s, be doing bookkeeping for clients?

Do we really want to get involved with having to sort out a client’s receipts and keeping their records updated?

To put it crudely, until recently accountants considered bookkeeping to be...

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Cash is King Jun 11, 2019

Do you worry whether you’ll be able to meet your payroll or VAT obligations?

Do you have to take out funding to meet your end of year tax bills?

Do you dream about the day your debtors’ ledger and WIP turn into cash?

If so, you’re not alone. So many accountants have still not...

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Pricing, Pricing, Pricing... May 20, 2019

Do you struggle to know how to price your services?  

Are you worried that your clients will leave you because the competition down the road are cheaper?  

Do you avoid the pricing conversation with the prospect and offer to ‘send them a proposal’...

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Stop being the technician... May 13, 2019

Are you constantly bombarded by your clients by phone, email and WhatsApp?  

Are you the one who has to fight the fires, keep on top of deadlines and work until the eleventh hour to get the job out?  

Do you have to prepare all the proposals, figure out the...

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Become the credible expert May 06, 2019

Do you worry that your firm is being left behind in the digital world?  

That you’re not doing enough on social media compared to other accountants?  

With so many accountants out there, what makes you stand out?  

What are you known for above...

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