I would bet a good portion of my bank account that most accountants do not view themselves as 'sales people'.
But, if you're an accounting firm owner, like I am...I have news for you.
You cannot afford to not be a sales person. You want growth? Expansion? Opportunity? Well, you need to start learning about sales and perfecting your process.
I'll be completely real with you - when I started down the sales rabbit hole I was overwhelmed and struggled initially to implement all of the strategies I was learning into my firm.
Now, my sales process is (if I do say so myself) is pretty damn good.
So, here we go:
By Amber Salgado
There's no way around it: tax deadlines suck.
Things go wrong at the last second (we had power outages all last week). You get hit with the flu, your clients don't listen - Murphy's Law is in full effect every deadline, I swear.
But, there are things your firm can do to make the deadlines a little less sucky.
Here's What We Do:
By Miranda Pink
1. Have a work day schedule & don’t ignore it.
2. Schedule “backup” time.
3. Use Teams & Outlook apps during the work week to stay in-the-loop.
4. Have a designated place for an office.
By Amber Salgado
Today on the podcast we discuss the ups and downs of being a completely remote firm. One of the biggest struggles any 100% remote business has is hiring and training employees and maintaining that team-like atmosphere and company culture.
As the Director of Operations for Stratlign, I have put in a TON of time figuring out some best practices for remote employees, so read on for all my tips and tricks...
By Jake Andrews
Onboarding is a science and an overlooked piece of creating a healthy, long lasting client relationships. The better your onboarding experience is, the longer your client life cycle will be. Here are some tips from us that have helped us build a strong onboarding process that is generating referrals.
We started with nothing, just 4-8 whiteboards and some markers. We now track our onboarding process in Asana with a dedicated Onboarding Captain that runs the ship for our onboarding journey with prospects and new clients. Here are the keys to our success with onboarding..