The mindset required to sell and succeed

James AshfordCEO & Founder, GoProposal

Many accountants think it's wrong to sell. They are uncomfortable selling to their clients the services that they need.

In this video, you'll find out why this mindset is wrong, and the shift to make if you want your business—and your clients' businesses—to succeed.

James Ashford from GoProposal shares the common reasons most accountants struggle to sell, and what changes and techniques you can adopt to help more clients reach their goals, solve their greatest challenges, and grow your firm.

Watch to learn:

  • Why common attitudes towards selling and ‘accountant thinking’ can hold you back

  • Why accountants have an ethical obligation to sell

  • Why you need to sell 'certainty'

  • A framework for client fee reviews and sales meetings

Further resources

James Ashford
CEO & Founder, GoProposal

Working with leading firms around the world, James helps practices become more profitable and systemize their processes to deliver maximum value and memorable service to their clients. He does this through challenging outdated pricing methods and mindsets, implementing powerful pricing and proposal systems and leveraging entire firms to sell more through consultative sales techniques.

Ian Vacin
Chief Customer Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.