Accounting Influencers Roundtable


What Works for Accountants to Attract Grade A Clients

Episode 39. In today’s practical episode, Martin Bissett shares “What Works for Accountants to Attract Grade A Clients.”

Key takeaways from this episode include:

➤ properly defining terms like ‘accounting firm’ and ‘grade A clients’ for accountants

➤ the benefits and problems of opportunities that come to accountants via referrals

➤ the very best thing accountants can do to generate high quality business

➤ what not to do with accounting firm marketing (because it doesn’t work)

➤ the extra secret dimension for accountants and CPAs when telling success stories of your work with clients

➤ the power of replicating and repurposing success stories in the right places for accounting professionals

➤ discussing who is responsible for attracting new clients in an accounting firm – the accountants or the marketers

➤ the role of incremental growth in reputation and word of mouth for accounting firm marketing

➤ what grade A clients are looking for in an accounting advisor, and what they are not looking for

➤ what accounting professionals and CPAs can do if they feel they don’t have any good client success stories


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 Friday, we feature an uncut interview with top authors, leaders, thinkers and performers in the accounting and fintech world.

Every Thursday the show gives you a practical ‘here’s what works’ tips concerning a key challenge, need or strategy for accountants, CPAs and bookkeepers. Great to stay current and keep your skills topped up.

Finally, every Saturday gives listeners a bonus episode which focuses on the buyers of accounting services – the clients themselves. In particular how they feel, react to and experience their interactions with accountants. That includes why they buy or don’t buy, why they move or stay and why they think how they think about you, your firm, your prices and your offerings.

Martin and Rob love to hear from the show’s 20,000 unique listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.