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Email Marketing for Accountants and Bookkeepers? Yes!

I've always considered myself firmly planted on the side of numbers, math and logic. I have a bachelor's degree in math...

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5 Best Practices to Upgrade Your Practice's Website

Are you happy with your practice's website? Even more important, are you sure it is effective? There is really long...

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How to Master the Value Conversation with Potential Clients

First impressions are lasting impressions. Let’s consider how this fact applies to your initial free consultation with...

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Accountant Marketing: State of the Union

Do you get the sense that nothing will ever go back to "normal"? Goodness, if you're paying attention to the popular...

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Mailchimp and QBO - Setup and Use

As you may have heard, Intuit recently acquired Mailchimp, a marketing automation platform and email marketing service.

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Sales Made Me Feel Sick to My Stomach

Things I love - numbers, numbers that line up in orderly rows, numbers that are missing and just waiting for me to find...

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5 Keys to High-Quality Clients, Higher Fees and Higher Profits

The good news is that not only can accountants and bookkeepers make a profound difference in the lives of their clients...

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The 15 Excuses That Derail Your Success

In the previous articles in the series, we saw how accountants and bookkeepers are making a profound difference to...

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QR Codes - For You and Your Clients

I consider myself fairly average. I'm definitely not a tech-geek, and I thoroughly respect those who are. But I...

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