Sarah Rowlette’s Post

Told a client to fire 30% of their clients and profitability skyrocketed 💸🚀 More sales is not the same as more profit! I’ve seen people take clients / jobs that at the end of the day will run at a negative… The goal is not just sales… But *profitable* sales… This doesn’t just apply to when you’re selling products…. Many service providers, especially in coaching space, don’t consider *illusive expense*… It’s an expense you can’t necessarily calculate on paper but will still cost you money in the long run… Example…taking on clients that are not your ideal clients, drain your energy, and your time without doing the work, not getting results and therefore not gaining social proof for your business… Will cost you monetarily in the long-run… You *need* social proof to grow… Do not chase more for the sake of pumping your ego… But focus on quality, value, ideal clients, profitability, and client retention… The more people love your product, and the more clients get results from your services and create extraordinary social proof, the faster your business will scale and more successful it will be over a long time period… I currently have two spots open for a complete business audit: We will: 💸 Review your entire product and service suite to make sure everything is profitable 💸 Eliminate everything that it’s time to retire and replace with products and services that are more scalable with simplicity, and bringing more consistent profit 💸 Design a custom sales and marketing game plan through the end of the year to make sure 2024 is the highest in sales and in profit 💸 And will address any additional questions you will have DM for more info

Financial advisors offer a valuable service and many of them can help their clients reach their goals with ease. Even if you’re a great advisor, your business can’t grow effectively if you don’t have effective sales skills. In this article, I detail how I help my clients build their business through proven sales tactics. https://lnkd.in/gn7bexJs

🔍 What do Sales look like for your small business? Sales are the lifeblood of any small business, but no two businesses approach sales the same way. Whether you're selling products, services, or a combination of both, understanding and refining your sales process is the key to growth. 💬 What does your sales journey look like, if you haven't analysed your sales journey maybe you should! What’s one thing you’d love to improve? #sales #accounting #salesjourney #businessgrowth

Do you know how to promote yourself and your business to potential investors? It can be hard and nerve-racking to take that step. But, remember: Sharing what you've created doesn't have to be perfect. If you never promote yourself you're basically working hard and nobody will ever learn about it... And worst of all? Nobody can benefit from what you're doing, learning, and building. Take Gregg Romanzo as an example: He built his old-school freighting business with nothing but a team of employees and a computer provided for each of them. His sales system is one to mirror so take a look here to read more on his process: https://lnkd.in/eNyiJ4XD"

The biggest lie you've been told in business: “People won’t pay premium to work with you.” When they see the VALUE, they’ll pay whatever it takes. With VALUE, the price becomes secondary. Clients will still sign if: - You ask the right questions. - You give them the why, not the what and how. - You can tackle objections, not let them derail you. Stop settling for inconsistent results. You're sales call should be so good that: - The prospect sells back to you. - They tell you WHY they need to work with you. Most service based businesses: - Fill their funnel with leads. - Pitch everyone. - Just hope for the best. 10 calls to close 1 deal. But what if you could close 1 in 3? 1 call, 1 offer, 1 solution. Sales isn’t about volume. It’s about precision. Tomorrow am sharing: - How myself and my clients close multiple 4-6 figures. - By tackling the toughest of objections. Sign up for insider strategies the top 1% know about: https://lnkd.in/e_Tkkq4E

🔍 What do Sales look like for your small business? Sales are the lifeblood of any small business, but no two businesses approach sales the same way. Whether you're selling products, services, or a combination of both, understanding and refining your sales process is the key to growth. 💬 What does your sales journey look like, if you haven't analysed your sales journey maybe you should! What’s one thing you’d love to improve? #sales #accounting #salesjourney #businessgrowth

Running a business isn't all about sales. Don't get me wrong, without sales there is no business. BUT sales will NOT give you an accurate picture of how your company is doing, nor does the number in your bank account. It's a massive misconception which has business owners flailing and wondering - where is my money going 💸💸 One of the things that I consider to be the "bread and butter" of my business is providing each client with a Profit & Loss statement each month. I make sure to break down the months. We can now easily see sales, cost of goods sold and expenses per month and see what areas went up and what areas went down. Making business decisions on hiring, new equipment, new software needs to be done ONLY once you have accurate information in front of you. Don't make decisions blindly... I've seen so much harm this way. Make sure you have the correct software and the right person to give you this data. It's not a game changer - ITS A MUST!! #knowyourinfo!

The best sales process for accountants: 1) 15-30 min phone call to explore their problem, desired and most details about their business. 2) 30-60 min free audit of their books and files to give advice and improvement tips. 3) free consultation to share findings, give advice and to close the deal. Sell your service for a premium and make sure you give valuable advice. Doing a little more than your competitor will show more expertise and clients.

My firm had a pretty long sales process (11 steps!) Not perfect. But it worked well. Here's what it looked like: 1. Clients typically found us online. 2. On our website, we offered a free assessment of their business. 3. The first step in the assessment was a simple form with basic contact info. 4. After that, they completed a second form that assessed areas of their business causing stress. 5. Upon completing the second form, they were invited to schedule a call. (If they didn't schedule, we could still follow up, since we already had their contact info.) 6. After scheduling, they'd receive a confirmation email that noted our starting prices. (This filtered out price-sensitive clients.) 7. We held a Discovery Call to assess for scope and value — and determine if we were a fit to work together. 8. At the end of the Discovery Call, we scheduled an Options Call to go over our proposed service tiers (gold, silver, bronze). 9. During the Options Call, we presented each service tier and explained what was included and how it would benefit the client. 10. At the end of the call, we asked the client to select which option made sense for them. 11. After the service tier was agreed upon, we sent an engagement letter defining expectations, scope of work, and the agreed-upon monthly fixed price. — ♻️ Was this helpful? Repost it, so I can help more firm owners. And follow Ryan Lazanis, CPA for more. ⏰ Want to systematize your firm & work less hours? Join 9,497+ firm owners on my free newsletter: https://lnkd.in/edg-g5T8

Selling is an Introvert's Game Accountants often think they can't sell—maybe it’s a lack of confidence or the belief that clients don’t expect it. But here’s the truth: Selling is about helping, not pushing. As an accountant, you already have the knowledge and expertise to be a trusted advisor. You see across businesses, understand the numbers, and know what works. By asking the right questions, you can unlock new opportunities for your clients and yourself. It’s about deepening the relationship, not just the transaction. Your clients trust you—use that trust to guide them to success.