Mindset Matters


Here is some of our thinking related to managing an accounting firm.

Assortment of tips for CPA firms accountants capacity client categorization cpa differentiation marketing mindset pricing return on investment roi services value Aug 30, 2021

10 quick hits

From calls we have had with partners in accounting firms over the past couple of weeks:

1. The first sale is to yourself!

Even firms who are doing extremely well and have been working with us for a long time need to constantly remind themselves that they do great work and create...

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Why your first 'sale' is your hardest accountants client experience pricing services value Jul 11, 2021

The first 'sale' is to your hardest prospect — yourself

As Shannon wrote last week, the US is opening up more by the day.

As things return to ‘normal’ (whatever that means), clients need your help more than ever. But they can’t buy additional services unless you offer to...

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