Dear Accounting/Tax pro,
The accounting landscape is shifting, and the rise of remote work is transforming how firms operate. Are you ready to leverage this change to build a more efficient, scalable practice?
My name is Juliana Pace, CEO of Client Matchmaking. Over the past 7+ years, my husband Ben and I have guided over 500 accounting professionals in optimizing their practices. Now, we’re excited to help you navigate the future of work with our new guide.
Remote work offers unparalleled flexibility and the ability to access top-tier talent from around the world. But managing and scaling a remote accounting team comes with its own set of challenges. Our guide provides practical steps to start with freelancers, transition to hybrid models, and effectively manage your team’s growth.
Download your free copy today to unlock strategies for building a high-performing remote team and discover how to scale your practice efficiently in today’s global economy.
Imagine scaling your accounting practice with ease, leveraging a global talent pool without geographic constraints. Start by using freelancers to handle routine tasks and specialized functions, then transition to a hybrid or fully remote team as you grow. This flexible approach keeps your overhead low and efficiency high, allowing you to focus on strategic growth and client relationships.
Embrace the future of work and see how a well-managed remote team can elevate your practice.
Access to Global Talent: Tap into a diverse pool of highly skilled professionals from around the world, bringing specialized expertise to your firm without geographical constraints.
Cost Efficiency: Reduce overhead costs by leveraging remote freelancers for specific tasks, and scale your team without the need for additional office space.
Increased Flexibility: Adapt quickly to changing business needs with a flexible team structure that allows you to easily adjust your workforce as your practice grows.
Enhanced Service Offering: Expand your range of services by integrating remote experts in areas like bookkeeping, tax preparation, and financial reporting, enhancing your firm’s capabilities.
Improved Scalability: Build and scale your team efficiently, starting with freelancers for routine tasks and transitioning to a hybrid model as your needs evolve.
Streamlined Operations: Benefit from streamlined workflows and improved productivity with a well-managed remote team, focused on delivering high-quality work.
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!