Frequently Asked Questions


In this video and audio series, we take on the major challenges and roadblocks standing in the way of practice growth for nearly all accounting professionals. The answers to what Accounting and Bookkeeping Professionals want to know have been compiled from over 23 years of experience working with practitioners just like you from around the world.

In this series, you will get concise solutions that deliver real results. 

No matter how busy you are, you can use this series of on-the-go, micro training episodes (each video is 5 minutes or less) to quickly get the techniques, templates and tactics you need to break through these common roadblocks and succeed. 

Grow your practice starting today and reach your goals faster, one progressive step at a time.

Here's just a taste of what you get in this cut-to-the-chase series:

  • What's the best way to market to prospects so you get a consistent stream of new client enquiries

  • What to say when you meet with a new prospect to feel more confident and make a great first impression

  • How to identify good prospective clients so you don't waste your time with low-quality leads

  • What type of details should you discuss specifically with a potential client on an initial meeting and what you should avoid

  • What you must do at the end of  the first meeting with a prospective first client to virtually guarantee a positive outcome

  • How to avoid coming across like a pushy salesperson which kills your prospects of winning new fees right from the start

  • How to discuss price successfully, even in the first meeting with a potential client


You'll get the answers to all these questions and more in just a few minutes so you can take action immediately and start winning new fees on a consistent basis. 

Major Subjects Covered

  • Pipeline

  • Pricing

  • P.R.O.G.R.E.S.S.

Learning Objectives

  • Identify the most effective way to follow up the first meeting

  • How to agree and arrange a next meeting date with a client

  • Identify one way to discuss the issue of pricing with a client in the first meeting

  • List the best approach to marketing your firm

  • Identify when to stop following up with new prospects

Meet Martin Bissett

Founder of The Bissett Group

Martin Bissett is the founder of the Bissett Group of companies that provide practice and personal growth communities, content, and continuing education exclusively to the accounting and bookkeeping professions worldwide.

Previously he established a high six-figure consulting firm while serving as a keynote speaker with over 100 one-off and repeat engagements to his name, as well as becoming the most published author on his topics of specialism with 11 books including 1 bestseller.

Since 1998, he has played a major part in working with over 1800 accounting firms in over 40 countries. These projects have led to those firms acquiring over £500m of recurring fees before inflationary increases, referrals and upselling are factored in. He stopped keeping track of this number over 5 years ago.

Martin now advises both accounting practitioners and FinTech companies alike, at board level.  

Course Curriculum

  • 1

    Frequently Asked Questions

    • Episode 1: What is the Best Way to Follow Up a First Meeting?

    • Episode 2: How Can I Avoid Coming Across as Pushy?

    • Episode 3: What Effective Language and Strategies Can I Use When Meeting a New Prospect?

    • Episode 4: Is There a Specific Sales Funnel to Convert Leads into Clients?

    • Episode 5: How Do We Best Discuss Pricing?

    • Episode 6: What is the Best Way of Identifying Prospects?

    • Episode 7: What is the Best Way to Market to Prospects?

    • Episode 8: How Much Detail is Needed with a Prospect?

    • Episode 9: When is a Lead Dead?

    • Episode 10: The Psychological Approach of Working with a Potential Client

    • Episode 11: How to Get Website Enquiries to Yield Higher Fees

    • Episode 12: How Do Accountancy Practices Frame What They Sell?

Frequently Asked Questions

Get the answers you need to make progress today