Stop competing on price. Sell the value.
Tired of prospects who ask "how much?" before anything else? Rob shows how accountants turn a first conversation into a client who pays for advice, not just a tax return.
Don't get stuck sending quotes that only get compared.
When a prospect only sees a number, the cheapest firm wins. When they see their own problems, and what fixing them is worth, the conversation changes. The training shows you how to get there in three meetings.
How firms win clients without dropping their price.
Straight from Rob's consultation calls with accountants. Six short lessons you can use on your next sales call.
Why selling accounting isn't catching tax clients
A tax return is a transaction. Ongoing accounting is a relationship, and it takes a three-meeting process.
The Connect meeting
Be a friend who's going somewhere. Find out what the owner really wants and earn permission to look under the hood.
The analysis that wins the client
Their last returns and their books. Show them problems they didn't know they had, with their own numbers.
Never send a proposal
A PDF sent cold is just a number. Present it live, so the price lands next to the value.
Sell the implementation
Tax planning is the smallest part of the value. What owners can't do is carry it out every month.
Frame the price before you say it
Current spend, then scope, then price, with tiers. Plus why a cleanup fee comes first.
Built for firm owners who are tired of price shoppers.
Watch this if
- You run a CPA, bookkeeping, tax or payroll firm
- Prospects keep asking "how much?" first
- You want advisory clients, not more compliance work
- You'd rather present a plan than email a quote
Skip it if
- You want to win by being the cheapest
- You only want one-off returns
- You're looking for a script that closes everyone
From 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 built Nuance Financial Tax & Accounting, then spent years on sales calls with accountants. The training is how he teaches firm owners to sell the value.
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
Don't compete on price. Change the conversation.
- The three-meeting sale, step by step
- How to show the value with the owner's own numbers
- How to frame your price so it lands next to the value
Want us to look at your firm instead? Book your Sales & Marketing Audit
