Free Resources To Help You Get Better Clients

Human beings are social animals. This means that, like it or not, we are all products of our environment and, by extension, our social circle. A growth mindset is a key ingredient for building a freedom practice, but you could be hurting your chances of success by...

When you left your job and started your own accounting or bookkeeping firm, a freedom practice was probably what you had in mind, but a monster business was what you got. The reason so many accountants and bookkeepers end up with monster businesses is that traditional...

There’s no denying that the pandemic has a whole lot, and the accounting and finance industry is certainly no exception. Prior to the pandemic, accountants and bookkeepers had done things the same way for decades. Many firm owners were passive when it came to getting...

As the world begins to recover from the pandemic, you are likely to find that many new opportunities are coming your way as an accountant, bookkeeper or outsourced CFO. Business owners are in pain and need help and guidance to navigate this brave new world. However,...

Showing up in search engines helps enormously in terms of attracting your ideal client, but how exactly do you do it? For many accountants and outsourced CFOs, Google feels like a total mystery. However, there are some straightforward ways to start showing up in...

If you have followed me for a while then you will know that I talk a lot about vampire clients and why we don’t want them. But how do you get rid of the ones you’re currently working with - and when? What is a Vampire Client? In short, a vampire client is someone who...

One of the most common questions that I get asked is how to reach more ideal clients on social media. As an accountant, CFO or financial coach, you know that there are ideal clients out there who could really benefit from your support, but how do you go about reaching...

On a recent Momentum call with a new client, I asked who he helps and how. My client gave a great answer, but what he articulated didn’t align with his social media, website and promotional materials. When he spoke to me, he talked about delivering transformations,...

One of the biggest problems that accountants, consultants and advisors are experiencing right now is finding, hiring and keeping really good team members. In fact, I have many practice owners come to me and say “I need to build my team, but I just don’t know where to...