Dear Accounting/Tax pro,
You’ve mastered the art of balancing numbers, ensuring compliance, and guiding your clients through complex financial landscapes. But when it comes to selling your high-value services, are you finding it harder than expected to close the deals that will elevate your practice?
My name is Juliana Pace, CEO of Client Matchmaking. Over the past 7+ years, my husband Ben and I have helped more than 500 accounting professionals grow their businesses. Now, I want to help you master a new skill—selling your expertise with confidence.
Selling isn’t about high-pressure tactics or pushing services. It’s about showing your clients the true value of what you do, how your expertise solves their biggest challenges, and why investing in your services is essential for their success.
This guide will walk you through the steps of building trust, addressing client concerns, and closing bigger, more impactful deals that help you grow your business and strengthen your client relationships.
Download your copy today and learn how mastering the art of selling can unlock your full potential.
Imagine being able to confidently close high-value deals, leaving behind the guesswork and hesitation that often accompany selling your services. Instead of focusing on what feels unfamiliar, you’ll learn to handle every sales conversation with ease. With the right approach, you can stop worrying about convincing clients and start focusing on what you do best: offering strategic advice, building lasting relationships, and growing your business. The firms that master the art of selling today are the ones shaping the future of the industry tomorrow.
Increased Revenue: Confidently sell your high-value services, and watch as your firm’s revenue grows with each new client.
Stronger Client Relationships: Selling isn’t about pushing services—it’s about building trust. Develop deeper connections by understanding and addressing your clients’ biggest challenges.
Greater Confidence: Eliminate the discomfort of sales conversations. You’ll approach every pitch with clarity, knowing exactly how to communicate the value of your services.
More Referrals: Happy, well-served clients refer you to others. By mastering sales, you position yourself as a trusted advisor, not just an accountant.
Long-Term Growth: With a solid sales strategy in place, you’ll create a steady stream of clients who value your expertise, ensuring lasting success for your firm.
Testimonial Viewing Tip:
Don't get fixated on Dollar amounts or speed.
Results vary and not everyone is going to close $30,000 in 2 weeks or 12 clients in 4 months.
Pay focus to what people say about the experience and the consistency.
Even a broken clock is right twice a day and any agency can eventually get a client a big win and make a testimonial.
Its the consistency and "done for you" white-glove experience that can't be faked and that is what makes us the "No-Brainer" choice for any firm looking to consistently scale their practice with confidence and that is what you should take from these testimonials.
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Since implementing 2 weeks ago, i've had 2 clients sign up and I replaced the 9-5 salary I left already! - Stephanie Seidel
Finding better clients was such a struggle. All the methods I tried before felt like I was getting nowhere. It Finally feels like "Okay, this is working!" - Kate Presto
I got my first client in 2 weeks. For $30,000!! It happened because of you(ClientMatchmaking) YOU did all the work!! - Shalini Kodial
After A Few Weeks It's Been A Nice Stream Of Appointments. Closing Clients at a nice steady pace. - Craig VonDemfange
The quality of the appointments has been Great! They get on, know who i am, what I do and can actually afford me!- Greg Batton
The deals were anywhere from a few $1,000 to over $100k for some clients! We basically within 4 months picked up a dozen clients. - John Moore
I tried coaches, agencies, consultants and blueprints. Client Matchmaking is the only solution I haven't quit on or fired. They're my best source of leads - Daren
We were on a downhill spiral. I started up and um, man... It was like the damn is breaking open! Our revenues in 2022 increased 78% from the previous year. We are closing 1 out of 3 appointments! - Jeff Davidson
Very happy with the work they've done, very happy to be continuing working with them, very happy with the clientele they've brought to my firm and would recommend them to absolutely anybody else. - Hollis Fullilove
"I've gotten nine new clients and the most valuable part of all working with them is that every time I talk to new appointment they actually tell me that they love how professional my team is.
Our favorite part is being the good communication that we've had with them. bi-weekly updates, going over each person, each of the contacts that we've made with them and they've been following up with with all of them and and that's been highly valuable for me saving me a lot of time. - Kevin Roberts
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In the nature of transparency and authenticity, I do make a special offer at the end only if you'd like help actually implementing these marketing tactics and strategies. Is it required? Absolutely not. Will you receive value & insight even if you don't want to speak together? 100% yes. Some people will take this training, implement it by themselves, and see breakthrough. Some people will see what's possible, and know that working together is just what they need to get results even faster. It's completely up to you but I hope that you'll at least participate in the free training, use it, and let me know what you think!