This one tip can make you 10x more focused accountant accounting email management task management Aug 28, 2020

So do you find that you're constantly busy? You get in the morning to the office or you open up your laptop and you've got emails to clear.

You clear those emails and then, more emails come in and then you've got to clear those, and you spend most of the day writing emails, responding to emails,...

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How to eliminate timesheets once and for all accounting productivity timesheets Aug 24, 2020

Do you still use timesheets in your firm? Now I know many accountants still do.

Even though, we've moved on to a different way of pricing clients on a fixed fee basis. But many accountants are still so attached to the timesheet, that even though they may not be billing based on the time and the...

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2 key reasons your team members make mistakes (and how to deal with them) accountant accounting work culture work environment Aug 20, 2020

So how do you react when one of your employees, one of your team members, in your accounting firm, makes a mistake? Do you come down on them like a ton of bricks? Or does the superior in charge, the senior, do the same with the juniors if they make a mistake? Or are you quite forgiving?

You see,...

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Struggling to recruit? This could be the reason... accountant accounting firm recruitment work environment Aug 13, 2020

So one of the big challenges that I hear from accounting firm owners is that it's really hard to find the right people.

I hear the same from clients of my accounting firm that recruiting the right people is so difficult. Well, my question back to that would be, are we the right leaders? Have we...

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Are you a slave to your email inbox? accountant calendar email task management Aug 10, 2020

Do you find that you struggle to focus on the stuff that you need to get done and constantly distracted by emails, by notifications, by phone calls coming in?

Well, you're not alone and I came across a technique that I have implemented that has massively helped with productivity and I wanna share...

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Have your referrals dried up? Try this... accountant accounting marketing referrals social media Aug 06, 2020

If you're an accountant at the moment, you're probably drowning in work. Heck, you probably don't have much time for marketing. However, you'll probably also find, potentially, that the number of enquirers you're getting has reduced and that's probably because, people aren't interacting socially...

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#1 tip to get your prospects to say yes accountancy client satisfaction sales meetings Aug 04, 2020

I'm gonna share with you one thing that will really boost your conversions from your sales meetings, from your prospect meetings to get your prospects to say yes to working with you.

So rewind a number of years ago now. The way I used to carry out my prospect meetings was that I would have the...

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The 2nd best way to attract new clients to your accounting firm accountants accounting content creation marketing social media Jul 31, 2020

I get asked quite often, what is the best way to win new business? To attract new clients to my accounting firm?

Well, the best way is still, by far, referrals and it has been for a number of years. Referral will always be the top way that you will get new business into your accounting firm so...

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3 Reasons why working with a coach or mentor is worth it accountancy coaching goals mentoring Jul 27, 2020

I'm gonna talk about the importance of working with a coach or mentor, and the impact it can have on you personally achieving your goals and dreams.

So I've worked with several coaches and mentors, and I can honestly say that I attribute a lot of where I am today to the guidance that I have...

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Accountants, do you hate ‘Sales Meetings’? accountants clients sales meetings Jul 23, 2020

Do you hate having those sales meetings with prospects?

If you do, you're not alone. The thing is, we as accountants, we weren't trained to sell. We were never coached in how to sell and therefore it's not a surprise that, in a prospect meeting, we feel uncomfortable.

So today, I wanna share...

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Where do you start when it comes to creating content? accounting marketing social media Jul 20, 2020

So where should you start with your content?

What do you write about?

It's a common question I get asked from the accountants that I mentor and coach. Well, a great starting point is the book written by Marcus Sheridan called "They Ask, You Answer", and the basic summary or premise of the book is...

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Do you want to run webinars? Here’s why you should... acoounting marketing webinars Jul 16, 2020

I did a webinar recently for my accountant audience on how to set up, promote, and deliver a webinar to your clients.

In the introduction, I talked about how important it is to do webinars, particularly in this climate where we can't do face-to-face meetings.

Webinars are a really powerful way to...

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