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

Martin Bissett

Founder of The Bissett Group

Martin Bissett has worked with over 2,000 accounting firms across 44+ countries since 1998, helping them generate over £500m in recurring fees. As an advisor to accounting firms and FinTech companies at board level, his clients include major names like Intuit, Dext, Xero, IRIS, and ICAEW.

A prolific speaker and author, Martin delivers 10-20 keynotes annually and has written 14 books, including the bestseller Passport to Partnership and Never Mind The Bullets. His work is part of accounting curricula in both the UK and US.

Martin’s career spans the globe, including 23 US states, and his expertise has earned him global recognition. More recently, he has published children’s literature with The Climb and Letting Go, with another release planned for 2025.

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