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.

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.

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.

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.

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

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.