Posts by Becky Rogers
9 best practice management software for small accountancy firms 2021
9 best practice management software for small accountancy firms 2021 Practice management software is any software that is used to manage the ‘back-office’ of your accounting practice. This includes where you produce, collaborate and track work; where you manage your clients, and things like proposals, payments, and reporting. In an era of remote working, it’s…
Read More4 definitive steps you need to take to run a lead generation webinar
4 definitive steps you need to take to run a lead generation webinar A successful webinar should achieve two things. One, it should build your brand and establish you as the go-to-expert. And two, it should be of value to your clients and prospects, inspiring them to take action. If you create webinars that your…
Read MoreHow to get your firm out there and in front of your target audience in 3 simple steps
How to get your firm out there and in front of your target audience in 3 simple steps All accountants are great with numbers, but not all accountants are great with marketing. In fact, I’d say the majority are in a similar situation where they know who they want to target, but they don’t quite…
Read MoreHow to use the buying journey to win new clients (even in this turbulent time)
TwitterLinkedIn The customer buying journey is what potential clients go through from the moment they discover your accounting firm until they decide to buy your service, and well beyond. Your job is to guide them on this journey so that they end up buying from you (and not running in the opposite direction!). Sounds easy,…
Read More11 resources you need to create a successful sales process
11 resources you need to create a successful sales process A Sales Process is the process your firm uses to take an initial enquiry and progress it to a fully-paid up new client. Now, creating a sales process is easy, you just have to outline the steps you need to take to convert your lead…
Read MoreHow to prepare your virtual team for the long haul
How to prepare your virtual team for the long haul When the pandemic first began (early 2020) and hundreds to thousands of businesses were forced to transition from co-located teams to virtual teams, the only saving grace was that it was temporary. Well, that’s what many of us thought. At first, it was about making…
Read More8 things you may be doing (or not doing) that is negatively impacting your ability to land clients at the right price
8 things you may be doing (or not doing) that is negatively impacting your ability to land clients at the right price There’s nothing worse than taking on a client that doesn’t want to pay your rates. Yes, sometimes this is necessary, especially if you want to build a portfolio, but we all know that…
Read MoreHow to handle a new client enquiry: the definitive guide
How to handle a new client enquiry: the definitive guide There are a lot of steps involved when converting a lead to a client, and depending on how you handle these steps, you can make or break a relationship. In this article, we take a look at ‘how to handle client enquiries’ since this is…
Read MoreHow to use the buying journey to win new clients (even in this turbulent time)
How to use the buying journey to win new clients (even in this turbulent time) The customer buying journey is what potential clients go through from the moment they discover your accounting firm until they decide to buy your service, and well beyond. Your job is to guide them on this journey so that they…
Read MoreEverything you need to know about running a lead generation webinar (Part 4): how to run a successful webinar
Everything you need to know about running a lead generation webinar (Part 4): how to run a successful webinar Have you ever signed up for a webinar but never attended? Perhaps you’ve signed up and attended a webinar but left halfway through or you didn’t end up buying? The majority of people fall into one…
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