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Need Help Getting Accounting or Tax Clients?

Do you need more accounting or tax clients, but aren’t sure how to attract them?

Do you lack confidence in your marketing skills?

Do you have questions about pricing or how much to charge clients?

If you answered yes to any of the questions above, then you’re in the perfect place to learn about our Marketing and Pricing Toolkit. It’s for accountants and tax professionals in small practices who want to learn how to attract clients in a cost-effective manner.

The Marketing and Pricing Toolkit consists of dozens of items:

  • Hours of training videos that step you through numerous aspects of marketing, including planning, channel selection and detailed implementation, pricing, and sales, all with a focus on lead generation.
  • Sample forms and templates, including sales intakes, proposals, price increase announcement, marketing plans, client retention plan, channel plans, funnels, and so much more
  • Sample marketing materials, such as direct mail letters, post cards, seminar slides, web page copy, welcome emails, lead magnets, and more
  • eBooks on marketing, pricing, and lead generation.

It can be truly exciting to see profitable changes in your business, new high-quality clients, an increase in profits, and more personal time available. This program provides the foundation and motivation to rejuvenate, re-energize, and refresh your business as well as yourself.

We’ve had thousands of CPAs, accountants, bookkeepers, tax professionals, and software experts benefit from the program.