Episode description

Episode 69. In today's practical episode, "What Works for Accountants with Writing Proposals."

Key takeaways from this episode include:

➤ why many proposal documents from accountants make a poor case for why a business client should switch firms

➤ common mistakes accountants and CPAs make with their proposal documents and pitches for new clients

➤ why proposal documents are still relevant for accountants and CPAs in today's changing world

➤ setting the scene for when proposal documents kick in for accountants trying to win new business

➤ the five key components for a successful accounting firm proposal

➤ the importance of the right kind of introduction and positioning of your accounting firm in a proposal

➤ why knowing a prospect's motivations is vital for a winning accounting firm proposal

➤ the optimum way for accountants to give a potential new client options to work with their firm

➤ how an executive summary works with a winning accountancy practice proposal document

➤ the thinking behind gaining authorisation in a proposal for accountants looking to win new business

➤ what else as a 'nice to have' might go into an accounting firm new business proposal

➤ the three main things accountancy firms and CPA practices get wrong with proposals

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✓ How to make an introduction and extend your network by being helpful

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DOWNLOAD LINK: https://accountinginfluencers.com/growth-opportunities-accountants/

NOTE TO LISTENERS:

The Accounting Influencers Podcast is a CPE-accredited daily radio-style show with four segments coming out every Monday which are repeated on the other 4 weekdays as standalone episodes, plus a bonus 'from the client's perspective' episode on Saturdays. On Sundays, listeners get a short min trailer for the coming week's episodes.

Every Tuesday the show gives you a relevant news topic from the accounting and fintech world with a direct application to accountants, CPAs and bookkeepers. Great to stay informed and build your commercial acumen.

Every Wednesday and...