Accountants today are faced with the challenges of adapting to a rapidly changing world, one where technology has changed the landscape of how they do business--and what clients expect.

The Bill.com Accountant Entrepreneur series brings you the insights of today's industry thought leaders and dives into the skill sets you need to thrive in today's world.

Join thought leaders including Clayton Oates, Jason Blumer, Geni Whitehouse, Garrett Wagner and many more and come away with actionable advice on building influence, business model, pricing, staffing, marketing and more.

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How to Develop The Accountant Entrepreneur Mindset

w/ Clayton Oates

Growing Your Firm With A Remote Team

w/ Jeff Phillips & Amanda Aguillard

Influencing Behavior: How To Drive Change Both Outside and Inside Your Firm

w/Geni Whitehouse

The Art Of The Sale: Overcoming Objections

w/ Jordan Cooper and Tate Henshaw
  

Secrets to Growing Your Firm 5X Faster

w/ Lee Frederiksen


How to Build Tech Stack Advice into your Accounting Business

w/ Clayton Oates

Becoming A High-Growth Firm: What Research Shows About Marketing Budgets

w/ Lee Frederiksen

Using The 8 Entrepreneurial Skills As An Accountant

w/ Garrett Wagner

What To Do When Your Firm's Growth Stalls

w/ Lee Frederiksen

Pricing: Capturing Value In Your Firm

w/ Jason Blumer
  

The Ambassador Factor: Modern Business Development For The Accounting Profession

w/ Amy Franko

Building Social Capital & Strategic Relationships: Business Development for the Accounting Profession

w/ Amy Franko

The Entrepreneurial Factor: The Mindset For New Business Development Growth

w/ Amy Franko

7 Tips To Leading A Virtual Accounting Firm

w/ Jason Blumer


The more virtual teams can build their individual relationships/links with each other, the stronger the whole team is as a unit. The more they have opportunities to build those cross-connections, the more loyalty we have to each other in daily situations."

— Jason Blumer

BILL.COM BLOG

7 Tips For Leading A Virtual Firm

Leading a virtual firm can be done successfully, it just takes different skills to pull it off. And it takes practice leading teams in different ways when you can’t see them or influence them in person. These 7 tips will increase your likelihood of success as you consider a virtual model for your firm...
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High-growth firms spent nearly 42% more of their marketing budget on digital marketing techniques than low-growth firms. While more traditional marketing investments such as sponsorships, membership dues, and networking events remain top expenses at most firms, the fastest growing firms are thinking digital."

— Lee Frederiksen

BILL.COM BLOG

Becoming a High-Growth Accounting Firm: What Research Shows About Marketing Budget Spending

Leaders of accounting firms must answer two questions each year - “How much should we spend on marketing?” and “What should we spend our marketing budget on?” Fortunately there is data on how the fastest growing accounting firms answer these questions...
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Entrepreneurs need to sell themselves as much as their solution, and much in the same way, anyone in your firm can be an entrepreneurial business developer. This new sales economy is influencing the way our prospects and clients are buying from us, and it’s changing their expectations of us.”

— Amy Franko

BILL.COM BLOG

The Entrepreneurial Mindset: The “It Factor” for New Business Development Growth

Entrepreneurs need to sell themselves as much as their solution, and much in the same way, anyone in your firm can be an entrepreneurial business developer. This new sales economy is influencing the way our prospects and clients are buying from us, and it’s changing their expectations of us. Here are a few of the trends affecting business development today….
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We often attract clients that hold similar shared values...these are the clients that we tend to relate best to, and who relate best to us. That’s what you want in your vendor partnerships as well.”

— Clayton Oates

BILL.COM BLOG

Taking On Technology Advisory Services To Create A Deeper Client Connection - Part II

To break the endless cycle of “keeping up,” the time has come for accounting professionals to adopt the accountant entrepreneur mindset. Thinking like a true entrepreneur allows accountants to transition away from perceived pain points and toward the solution. To think like an entrepreneur is to step out of the day-to-day and envision the bigger picture...
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Many have not stepped into the technology advisory space because of perceived threats, even though technology is all around us in the accounting profession. But those who have are crafting a future for themselves and adding great value to their clients’ lives.”

— Clayton Oates

BILL.COM BLOG

Taking On Technology Advisory Services To Create A Deeper Client Connection - Part I

In Part I of this two-part blog series, you will be introduced to the perceived threats as well as the opportunities awaiting firms that choose to enter the technology stack advisory space. You will also pick up helpful tips on getting started in the technology stack advisory space...
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Nothing is more important than an engaging conversation and a firm handshake. Once you have established that relationship, balance your communication with online and offline strategies.”

— Amy Franko

BILL.COM BLOG

Advance Firm Growth Through Strategic Relationships

The new sales economy, and specifically technology, have broadened the ways in which relationships in the accounting industry and other professional services industries are built and sustained. But it’s still the value created through a strategic relationship that remains at the heart of the most successful business development. Do you know how to find and make those connections, and turn kernels of a new relationship into a long-term loyal customer for your firm?...
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There is a clear correlation between marketing spend and performance. And don’t spend it all on traditional marketing activities like sponsorships or print advertising. Digital is where the present and future lie.”

— Lee Fredericksen

BILL.COM BLOG

5 Secrets of the Fastest-Growing Accounting Firms

Why do some accounting firms grow faster and make fatter margins than others? Every year, my firm studies more than a thousand professional services firms to identify emerging marketing trends and to understand what drives growth. Get ready to learn a few lessons about the fastest-growing accounting firms that you can apply to your firm...
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Ambassadors are unique standouts when it comes to brand. They can blend their personal brand and their firm’s brand in a way that supports their individuality but also reinforces the reputation of their firm. Ambassadors also know that part of a strong brand isn’t about what they sell, it’s about how they sell it, and the experience they provide.”

— Amy Franko

BILL.COM BLOG

Rise Above the Noise by Creating an “Ambassador Factor” for Your Firm

How can you and your firm level up to better retain existing clients and acquire new ones? The key is to develop client loyalty by becoming an ambassador. In this blog post, we’ll delve into some of the trends affecting the sales economy, and offer some actionable strategies you can use to become a true ambassador who cultivates client loyalty....
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The important thing to remember when a prospect raises an objection is to focus on communicating the value of your service or product, while simultaneously tying it all together with the information they shared with you during discovery.”

— Jordan Cooper

BILL.COM BLOG

The Art of the Sale: How To Break Through Common Objections and Win the Client - Part II

Over the years, four common objections have emerged in the profession—price, change in the status quo, loss of control and security. As these objections surface, use the following tips and examples to more easily combat each. It’s also important to note that if you’ve done your due diligence in the discovery phase and know your prospect on a deeper emotional level, it will be easier to overcome objections....
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To gather the best information on prospects, you have to keep them talking. In the sales cycle, information is power. The better job that we do at qualifying our prospect at this phase, the fewer objections we will experience later on in the sales cycle.”

— Jordan Cooper

BILL.COM BLOG

The Art of the Sale: How To Break Through Common Objections and Win the Client - Part I

The art of selling begins with understanding what your clients truly need. With this information in hand, you are better equipped to align your services with clients' needs. You are also better positioned to articulate the value of your services—that is, how you can help solve their pain points....
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What is transformative is to learn that your clients (the humans) are the ones that place value on a particular service. Services don’t have value, but your clients attach value to the services you provide.”

— Jason Blumer, CPA

BILL.COM BLOG

How Value and Pricing Work Together

Where do you find more value? It will always begin with the client. Firms must become more collaborative with clients in their pricing to unlock the value the client desires from their firm. And it can be surprising to the firm owner to realize that clients don’t often know what they value....
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It’s not about counting the years, facts and figures...it’s about telling your story. That’s what people want to hear...what connects them to you.”

— Geni Whitehouse, CPA.CITP

BILL.COM BLOG

Tapping Into Your Inner Influence

Influencers aren’t made overnight. It takes commitment, effort and time to build your reputation and become an effective agent of change. But know this...EVERYONE has an inner influencer within them...just waiting to come out. And, yes, that includes you....
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89.7% of buyers rule out an accounting firm before they’ve even talked to them. That means you’ve got to be building a strong reputation in the background.”

— Lee Fredericksen

BILL.COM BLOG

How to Get Going When the Growing Gets Tough

Does your practice suffer from a shortage of top talent? Are new leads turning to your competitors first? Is your firm increasingly competing on price? For many accounting firms, maintaining steady, upward growth is a constant challenge. And it’s remarkably easy to slip into the doldrums and stop growing entirely....
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We really need to consider the emotions, the needs, the feelings, and personal objectives of the folks that are working with us. It's very easy to forget it when it's virtual.”

— Amanda Aguillard

BILL.COM BLOG

Get Up, Get Out and Get Growing with a Remote Workforce: 6 Best Practices to Get You There - Part II

In part II of this series we’ll cover the remaining three best practices for growing your firm with a remote team....
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50% of the workforce in North America already work remotely of some kind, 63% of companies across the board are utilizing a virtual workforce right now.”

— Jeff Phillips

BILL.COM BLOG

Get Up, Get Out and Get Growing with a Remote Workforce: 6 Best Practices to Get You There - Part I

The way we work has dramatically evolved over the years to an “always on” environment largely due to advancements in technology. Employees, especially millennials and boomers, want more flexibility and in return are likely to stay with a firm longer when they can opt to work remote. Here’s a few tips on how to grow your firm with a remote team....
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Accountants have to change their approach to learning. It’s not just about the 40 hours for compliance. It’s thinking about how you continually learn…which is how you improve each day.”

— Garrett Wagner

BILL.COM BLOG

The Path to Greater Opportunity: 8 Entrepreneurial Skills Every Accounting Professional Should Embrace – Part II

It’s clear that effective entrepreneurs possess the ability to motivate and inspire those around them to proactively set and achieve higher goals. This is important because when people are motivated to do so, they feel more like an integral part of the business...
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Accountants can now make the transition from living the dogma of the past to working like a true entrepreneur—no matter where you are on your career path.”

— Garrett Wagner

BILL.COM BLOG

The Path to Greater Opportunity…8 Entrepreneurial Skills Every Accounting Professional Should Embrace – Part I

For decades, accountants have accepted the habits and expectations handed down from generation to generation as part of their job—including long hours, billable hours, manual processes and one-way product delivery and communication...
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There is no limit to entrepreneurship and the mindset around it. It’s not experienced-based, but actually a feeling that you act on.”

— Clayton Oates

BILL.COM BLOG

Get Ready, Get Set…Go Forward with the Accountant Entrepreneur Mindset

To break the endless cycle of “keeping up,” the time has come for accounting professionals to adopt the accountant entrepreneur mindset. Thinking like a true entrepreneur allows accountants to transition away from perceived pain points and toward the solution. To think like an entrepreneur is to step out of the day-to-day and envision the bigger picture...
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7 TIPS TO LEADING A VIRTUAL ACCOUNTING FIRM

When: Thursday, December 5, 2019: 11:00 AM PDT
Host: Jason Blumer

Jason Blumer will share wisdom from his own 7 year journey as a virtual firm owner. The 7 tips discussed will come specifically from his and his partner's journey to closing their brick and mortar office, and growing as a virtual firm. Don't even consider becoming a virtual firm until you have heard these 7 tips! It will increase your likelihood of success as you consider a virtual model for your firm.

Attend this webinar and learn:

  • How teams can thrive in a virtual environment (and learn why they often don't
  • How to rethink about building processes and project management in a virtual environment
  • How to think about hiring and team training in a virtual environment
  • How a virtual environment will change your leadership style