12 secrets to growing an accounting firm.
Tired of waiting on referrals and price shoppers? This short guide shows how firms win better clients without more busy work. Read it over coffee. Act on it the same day.
Secrets to growing an accounting firm
What the firms that win better clients actually do.
Rob Satrom · Feedbackwrench
Referrals got you here. They won't build the firm you want.
Accounting is one of the hardest services to market. Owners don't wake up wanting it, and they usually think their current person is fine. So the phone stays quiet until tax season, and the calls you do get want the lowest price.
That's not a talent problem. It's a system problem.
Illustration, not client data.
What you'll learn in twenty minutes of reading.
Short chapters, specific enough to act on today. No theory, no templates, just what Rob tells accountants on real consultation calls.
Why nobody wants to buy what you sell
Owners don't shop for accounting. Learn the eight walls between you and a new client, and how firms that grow get over each one.
Work your goal backward into a weekly number
A bigger firm isn't a dream. It's a schedule. Turn your revenue goal into meetings, conversations and touches you can track.
The four daily activities that fill a calendar
A digital foundation, video, getting in front of people and promoting your clients. A little of each, every day.
A message owners actually get
The client is the hero. You're the guide. Say what you fix in words a busy owner understands in five seconds.
Turn a first call into an advisory client
Connect, analysis, proposal. Show owners problems they didn't know they had, with their own numbers.
Show up when owners search and ask AI
Reviews, location pages and helpful answers, so Google and AI tools recommend your firm by name.
Tools amplify activity. They don't replace it.
Getting clients is a confrontation game, not a cleverness game. The guide shows the four activities that move a firm forward, and how a little digital help makes each one go further.
Written by an owner who built a firm, not just marketed one.
Besides building two businesses of our own, we've helped over 550 small businesses since 2015. We know what it's like to be busy every day and still wonder where the profit went.
Rob spends his weeks on consultation calls with accountants, bookkeepers and tax pros. This guide is the short version of what he tells them.
in business since
businesses transformed
owned and run by Rob & Heather
177+ Google reviews from real clients
Firm owners who stopped waiting on referrals.
4.9 177+ Google reviews · read them
Rob and his team really understand how to market on behalf of accountants. I have used other marketing firms before with subpar results. Most calls we received were marketing or low value prospects. It been about six months since Rob and his team revamped our website and marketing, we have already doubled our return on our investment.
There are so many ways they’ve helped us! From the high caliber of website and ads to the leads & sales they’ve helped us generate. Rob and the team always go the extra mile to make sure we’re successful, I recommend him fully.
Rob was amazing to work with. The guy went above and beyond at each turn and created an amazing website. His team is responsive and gives great insight. If you're looking for professional care when building your website and SEO, I recommend them to all of my fellow business owners!Watch their review1 min
Stop waiting on referrals. Start with the guide.
- The 12 secrets, each short enough to read in a few minutes
- The weekly activity math, so you know how much is enough
- The three-meeting sale that wins advisory clients
Rather talk it through? Book your Sales & Marketing Audit
