Why it's time to shift your sales mindset
Lynda Steffens reframes the sales process, offering an alternative that prioritizes client relationships and curiosity.
Contributing Author Lynda Steffens
Founder, The Small Business Project
Lynda Steffens is an accountant, author and introvert—three things she is very loud and proud about. Founder of The Small Business Project, author of Accounting Revolution, and with 30+ years of industry experience, Lynda is transforming the way accountants connect with clients. She developed her advisory training as a result of seeing her peers overwhelmed, undervalued, and simply burned out. The Small Business Project supports accountants in building the confidence and capabilities they need to lead successful advisory first practices.
About The Small Business Project
The Small Business Project is a professional development hub for accountants in public practice who want to confidently deliver business improvement advisory, not just as a one-off offering, but as a consistent, scalable part of their firm.
Our flagship programs, Business Metamorphosis®, Leading Edge Business™, and Ready, Set, Coach, equip firm owners and their teams with the tools, frameworks, and confidence they need to lead powerful client conversations, build deeper relationships, and turn insight into action.
We focus on the practical delivery of advisory, how to run meaningful client meetings, what to ask, how to listen, when to lead, and how to spark the kinds of conversations that make clients want to work with you more often, and more deeply. Because advisory doesn’t need charisma to scale, it needs structure.
At our core, we’re driven by a mission to revolutionise the way accountants work with small businesses, helping firms stay human, strategic, and relevant in a changing profession, while making a real difference to their clients’ success.
The latest insights from Lynda Steffens
The power of curiosity in building true advisory relationships with clients
Lynda Steffens shares why you should embrace your childlike wonder, be curious, and ask your clients impactful questions.
Are we having a Kodak moment in accounting?
Lynda Steffens explains why the accounting industry is facing its own ‘Kodak moment’. Learn why traditional practices are no longer enough and how accountants can stay relevant by embracing advisory services.
The confidence shift: How business advisory can reignite the accounting industry
Lynda Steffens explains why business advisory will reignite the accounting profession by providing accountants with purpose, elevating their self-esteem, and fulfilling their careers.
Accounting advisory success made easy: Get into the advisory driver's seat
Lynda Steffens, FCPA uncovers the biggest reasons why accounting firm leaders struggle to get started with and leverage advisory, and how you can set yourself up for advisory success.