Accountant

The Art of the Sale: How to Break Through Common Objections and Win the Client - Part II

The Art of the Sale: How to Break Through Common Objections and Win the Client - Part II

If you recall from Part I, we delved into the initial phase of the broad sales process—Discovery. We also walked you through the two sub-phases that support discovery efforts: Identify and Interview. Today, we continue with our experts Jordan Cooper, Senior Accounts Manager and Tate Henshaw, Xero Ambassador, to offer you common objections that prospects will throw out during the sales process, supported by sound tactics and tips to help you move past them and on to winning the client.

The Art of the Sale: How to Break Through Common Objections and Win the Client - Part I

The Art of the Sale: How to Break Through Common Objections and Win the Client - Part I

Keeping the sales funnel full and winning new clients is crucial to continued growth and the sustainability of any accounting firm. Yet, often, the sales process can prove to be a struggle for accounting professionals—specifically the ability to foster deeper conversations with prospective clients. In Part I of this two-part series, you will be introduced to the discovery phases of the selling process. You will also be introduced to proven and tested tips on how to master the art of conversation to move prospects through the sales funnel and closer to conversion

5 Reasons Bill.com + QBO Together = A/P Victory

5 Reasons Bill.com + QBO Together = A/P Victory

Accountants often ask: If they have Quickbooks Online, do they need Bill.com? The answer is yes. Chantal Sheehan, CEO of Blue Fox, shares how they integrate the platforms to streamline #AP and give busy accountants some breathing room.

 

The Great Migration

The Great Migration

Learn about the benefits of the new Bill.com experience and all the migration tools, training, and resources available to firms and clients.

Tapping Into Your Inner Influence

Tapping Into Your Inner Influence

Influencers aren’t made overnight. It takes commitment, effort and time to build your reputation and become an effective agent of change. But know this...EVERYONE has an inner influencer within them...just waiting to come out. And, yes, that includes you.

Geni Whitehouse shares her proven checklist of actions to help draw out your inner influencer. As a notable influencer herself, she knows full well that without the proper cred, you can’t incite people to take action and make change.

 

How to Get Going When the Growing Gets Tough

How to Get Going When the Growing Gets Tough

In this post, Lee discusses seven strategies to revive your firm’s growth and build momentum over time. He’ll also share some key insights from recent research that sheds light on how high-growth accounting firms are using firm-wide, high-visibility expertise to keep their businesses moving forward.

 

Get Up, Get Out and Get Growing with a Remote Workforce: 6 Best Practices to Get You There - Part II

Get Up, Get Out and Get Growing with a Remote Workforce: 6 Best Practices to Get You There - Part II

In part II of this series we’ll cover the remaining three best practices for growing your firm with a remote team. 

 

Get Up, Get Out and Get Growing with a Remote Workforce: 6 Best Practices to Get You There - Part I

Get Up, Get Out and Get Growing with a Remote Workforce: 6 Best Practices to Get You There - Part I

The way we work has dramatically evolved over the years to an “always on” environment largely due to advancements in technology. Employees, especially millennials and boomers, want more flexibility and in return are likely to stay with a firm longer when they can opt to work remote. Here’s a few tips on how to grow your firm with a remote team.

 

The Path to Greater Opportunity: 8 Entrepreneurial Skills Every Accounting Professional Should Embrace – Part II

The Path to Greater Opportunity: 8 Entrepreneurial Skills Every Accounting Professional Should Embrace – Part II

Today’s entrepreneurial-centric firms are leveraging decades of tax and accounting knowledge while also embracing an entrepreneurial mindset. In Part II of this blog series, we’ll introduce you to the final four skills you’ll need to transform your firm.

This article is the third of our Accountant Entrepreneur series that offers the questions you should ask yourself.

The Path to Greater Opportunity…8 Entrepreneurial Skills Every Accounting Professional Should Embrace – Part I

The Path to Greater Opportunity…8 Entrepreneurial Skills Every Accounting Professional Should Embrace – Part I

Accountants can now make the transition from living the dogma of the past to working like a true entrepreneur—no matter where you are on your career path  In Part I of this blog series, we’ll introduce you to the first four of the eight skills that will help set you on the path you choose, not the path that was inherited.

This article is the second of our Accountant Entrepreneur series that offers the questions you should ask yourself.