What My Firm's Sales Process Looked Like

Marketing is the practice that most firms use to attract new clients. But, do you really need it? Find out in this episode.

Perfectionism is a common pitfall for accountants, but it stunts business growth. In this episode, I'll share practical tips to overcome it.

Many firm owners work too much without a break. In this episode, I'll share a system to boost your profits while cutting your work hours.

Discovery calls are set up with potential clients to assess and secure new business. Learn what you need to focus on to be more successful.

A lot of firms struggle with their marketing. In this episode, I shared a marketing strategy that might be inefficient but works.

When I was running Xen Accounting, I also had my fair share of mistakes. Check out these mistakes and what should I have done instead.

Explore common client frustrations with accounting firms and learn how to avoid them. Get actionable advice in this episode.

Designing an effective sales process can be tough. In this episode, I'll explain what my sales process looked like and why I made it that way.

Level up your firm's customer experience with these three effective methods to gather and understand client feedback.

Unlocking systematization in your firm can help you scale your business much more easily. In this episode, we’re going to be talking about productized services, what they are, why your firm should be using them, and how to get started.