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The Firm Differentiator You May Be Overlooking

Numbers Don't Lie: Marketing Insights for Accountants

It sounds simple, but this is what so many accounting firms miss. In a crowded marketplace with tens of thousands of firms all providing the same services, how DO you differentiate yourself?

Brad and Janel explore a thought provoking topic and offer a simple and actionable takeaway for firms to re-think their approach to attracting better, higher paying clients.

How to handle the "price" objection as an accountant

Numbers Don't Lie: Marketing Insights for Accountants

Today, Brad and Janel talk about the secrets to successfully overcoming the objection to price. With over 30 years selling professionally, Janel shares key strategies for navigating the topic of price. After all- as an accountant, you should be an investment to a business owner's bottom line...not an expense.

A key secret for generating leads that will pay for your monthly services

Numbers Don't Lie: Marketing Insights for Accountants

Well, you may surprised. In this episode Janel and Brad explore exactly how to optimize the leads that you may not even realize you have first- and then set yourself up for generating new ones.

Gen Z business owners and what accountants should know

Numbers Don't Lie: Marketing Insights for Accountants

Brad and Janel interview Lexie Maitland, a Gen Z business owner, to understand what is important to her when it comes to managing the financial aspect of her business. Lexie is a bikini competition prep coach, and what you hear from her may surprise you.

Marketing secrets for selling outsourced CFO services with Cameron Williams

Numbers Don't Lie: Marketing Insights for Accountants

Cameron Williams is laser focused on his niche market, and he has an offer that is so dialed in he has cracked the code on attracting clients who need consulting and CFO services.

The role of internal and external marketing in CPA firms with Julie Smith

Numbers Don't Lie: Marketing Insights for Accountants

Julie Smith, Practice Manager for Harper and Company CPAs Plus, serial entrepreneur, and co-host of the podcast Empowering Entrepreneurs, shares insights on running a successful CPA advisory firm and the role branding and marketing play.

How this accounting firm owner chose his niche with Cameron Williams

Numbers Don't Lie: Marketing Insights for Accountants

The business of accounting has changed from a largely transactional model to that of packaging and selling expertise. The key ingredient to success when it comes to acquiring and keeping clients? Hear what Leslie has to say in this episode.

What does a startup look for in an accountant?

Numbers Don't Lie: Marketing Insights for Accountants

The business of accounting has changed from a largely transactional model to that of packaging and selling expertise. The key ingredient to success when it comes to acquiring and keeping clients? Hear what Leslie has to say in this episode.

How to have a sales conversation as an accountant

Numbers Don't Lie: Marketing Insights for Accountants

The "S" word can be scary for accountants who are more comfortable with solving problems than convincing someone to do business with them. However, for accountants who want clients that will pay for outsourced CFO, CAS, or advisory services, learning how to have an effective sales conversation is a must.

Inside the Mind of a Small Business Owner Part 1: What Exit Plan?!

Numbers Don't Lie: Marketing Insights for Accountants

His insight takes you into the mind of a business owner. How they think about accountants - and more importantly- how we need to continue to educate business owners on what advisory services, outsourced CFO services, and client accounting services can do for them.

How to invite prospects into your sales process

Numbers Don't Lie: Marketing Insights for Accountants

Small accounting, bookkeeping, and CPA firms often struggle with the technology behind marketing. Brad and Janel focus today's conversation on where you start when you feel overwhelmed and don't know where to turn to fix problems like- website performance and managing your Google Business Profile

Intro episode: Sales and Marketing Truths for Accountants

Numbers Don't Lie: Marketing Insights for Accountants

Welcome to the very first (and not perfect) episode of the brand new podcast, Numbers Don't Lie: Sales and Marketing Truths for Accountants. This podcast is hosted by marketing and sales experts who work exclusively with accountants to help them market and sell outsourced CFO and advisory services.
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