Sales

Lynda Steffens reframes the sales process, offering an alternative that prioritizes client relationships and curiosity.

A round-up of the 7 best CRMs that integrate with QuickBooks to help you manage your client acquisition and relationships.

Struggling to find new business for your accounting firm? Follow this plan to get more leads and convert them to clients at a higher rate.

Looking to grow your accounting firm? Here are the best ways to find high-intent leads and grow revenue.

A live Q&A session where Karbon's Co-Founder Ian Vacin and Ignition's Partnerships Manager Jennie Moore discuss top questions practitioners have on client engagement.

A lost deal follow-up process for your accounting firm is simple and quick to implement. It will bring back previously lost clients and help grow your firm.

A 3-tiered pricing model is a quick way to increase profit for your accounting firm by leveraging existing clients and signing new prospects onto a higher pricing package.

Jamie Johns walks through an easy-to-implement sales system, designed to move from discovery to proposal to production seamlessly.

Trust, value and focus. These are 3 reasons why you shouldn’t discount your accounting services.

Make your sales process work for you, not against you, by addressing the four common sales process mistakes made in accounting firms.

Ed Chan explains how a well-structured team and strong communication skills can help you avoid giving your clients too much free advice.

There is a common thread linking most reasons clients give when declining your services. Learn how you can master it.