{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5b8987fb8ca6d2e42f7d01e1/69a291b3bbda7540f49cc3b1?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Sales Strategy for CPAs, Lawyers, & Financial Advisors: This 30-Day System Drove 300% Growth","description":"<p>Why do accounting firms work 70-80-hour workweeks during tax season, only to lose most of their leads anyway?</p><p><br></p><p>Kristen McGarr, Founder and CSMO of Adroit Insights, breaks down a practical sales strategy for accountants that stabilizes growth within 30 days. She shares how a four-person accounting firm nearly tripled revenue while reducing weekly workload from 70 to 80 hours down to 50 to 60. Why 70 to 80 percent of leads often fall off during tax season, and how that creates unpredictable revenue cycles that make hiring and forecasting difficult</p><p><br></p><p>Instead of selling harder, the firm built a simple system that delivered consistent outreach, stronger referrals, and up to 300% growth.</p><p><br></p><p>This is part three of a series focused on helping accounting firms build predictable revenue without losing control during tax season.</p><p><br></p><h3><u>What You’ll Learn:</u></h3><ul><li>Why 70–80% of accounting leads fall off during tax season</li><li>How the sales rollercoaster hurts recurring revenue</li><li>What the “Rule of Doubles” means for follow-up timing</li><li>Why most firms use a CRM without having a real sales process</li><li>How a 30-day system can stabilize growth and forecasting</li><li>Why automation should support people, not replace personalization</li><li>How pipeline visibility builds confidence and reduces overwork</li><li>What changed inside a four-person firm that led to 300% growth</li></ul><p><br></p><h3><u>Learn More from Kristen McGarr</u></h3><p>Need help fixing a CRM that sits unused or building a process that works during tax season? Learn more about Kristen McGarr and Adroit Insights:<a href=\"https://adroitinsights.com\" rel=\"noopener noreferrer\" target=\"_blank\"> https://adroitinsights.com</a></p><p>Follow Kristen for CRM implementation guidance built for accounting firms</p><p>LinkedIn:<a href=\"https://www.linkedin.com/in/kristendivineymcgarr\" rel=\"noopener noreferrer\" target=\"_blank\"> https://www.linkedin.com/in/kristendivineymcgarr</a></p><p><br></p><h3><u>Resources:</u></h3><ul><li><a href=\"https://www.linkedin.com/in/iangarlic/\" rel=\"noopener noreferrer\" target=\"_blank\">Connect with Ian</a></li><li><a href=\"http://videocasestory.com/tacklebox\" rel=\"noopener noreferrer\" target=\"_blank\">Download a Tackle Box!</a></li><li><a href=\"https://www.videocasestory.com\" rel=\"noopener noreferrer\" target=\"_blank\">Supercharge your marketing and grow your business with video case stories today!</a></li><li><a href=\"http://crewstube.com\" rel=\"noopener noreferrer\" target=\"_blank\">Subscribe to the YouTube Channel</a></li></ul><p><br></p>","author_name":"Video Marketing Expert Ian Garlic discusses whats working RIGHT now with top marketers, their stories of failure and success. Ian also works live to create video marketing strategies."}