Becoming an effective salesperson as an accountant can take time – especially if you try to master all the nuances of a sales process.
Thankfully, the more you succeed the easier it should be for you to build on that success, right? In the end, we all know that success is a tremendous confidence booster.
The problem is, way too often we tend to underestimate the value of our achievements.
What’s one of the biggest time suckers for every accountant?
Trying to solve difficult problems where there’s more guessing than actual work.
This is where clear communication with your client can help you.
In the end, why should you be doing all the guesswork, if a 5-minute phone call could save you hours of your time?
No accounting firm can work with just anyone. Picking the right clients can often make a difference between failure and success.
Even the biggest accounting firms out there don’t just accept everyone who knocks on their door. No matter how capable they might be, they’re not willing to work with clients who are not a good fit.
I believe this is an important lesson that all accountants need to learn.
For the past 24 years I have interacted with over 175,000 Accountants across the globe and directly coached 434 firms adding over $850M in new profit to those firms. In that time I have seen all sorts of revenue / profit planning methods. From no plan, finger in the wind (hope is not a strategy), to the typical (worst) kind.
Get the help that you need to supercharge your accounting firm while working less.
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