
You may have seen my “Five Simple Steps..” binder; it’s a stand-alone accounting marketing product I’ve had for nearly two years and is the foundation for the Accountant’s Accelerator program. But wait before you flip to the next email. Do you know the biggest mistake people are making within the “Five Simple Steps?”
First, here are the five steps to get more accounting and QuickBooks clients:
- Define your accounting service. Whether it’s computer training classes, facials, QuickBooks consulting, tax returns, or web site design, you’ll need to know the scope of the accounting services you offer.
- Define your ideal accounting or QuickBooks client. Who do you serve best?
- Find your accounting or QuickBooks client. There are 22 places to look.
- Speak to your accounting or QuickBooks client. Knowing what to say and how to say it can mean the difference between poverty and prosperity for many business owners.
- Put it all together in a marketing plan for your accounting practice. Having a marketing plan saves time and money in the long run and moves you from reactive to proactive, which is far less stressful.
Guess which step everyone does first? You’re right if you picked number three. Many people go straight to the chapter on finding your accounting client without doing steps one and two first. Are you guilty?
Here’s why that approach is going to cost you.
If you go straight to step three to look for your client, you’re looking for everyone. Everyone could be your client. If you’re marketing to everyone, then you have to look everywhere, and that’s going to be exhausting.
If you’re marketing to everyone and no one in particular, then your prospect feels pretty generic, pretty vanilla. They don’t feel special because you take everyone. And no one in particular.
The big thing that’s changed in the last few years, is that you can’t market to everyone anymore and get away with it. If you’re still doing that, then you’re making it 50 times harder on yourself than you need to.
My Five Simple Steps helps you get more accounting clients. But you really have to do all five steps.

Do you want more revenue but work way too hard already? Please join me on a complimentary webinar, “5 Simple Steps to Pricing Nirvana: How to Charge What You’re Worth and Get It for Accountants and QuickBooks Consultants”

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