Dear Accounting/Tax pro,
The traditional office setup is becoming a thing of the past as the accounting industry embraces a new era of flexibility and efficiency. If the idea of transitioning to a virtual model feels daunting, you're not alone.
Many accounting professionals are discovering how virtual accounting can transform their practices by offering remote work capabilities, reducing overhead, and expanding client reach.
I’m Juliana Pace, CEO of Client Matchmaking, and along with my husband, Ben Pace, we’ve spent over 7 years helping accounting professionals like you navigate these changes.
Download your free guide to learn how to seamlessly transition your practice to a virtual model, unlocking new levels of efficiency and client satisfaction.
With AI-powered accounting solutions, you can transform your practice overnight. Imagine software that handles the repetitive, time-consuming tasks, allowing you to focus on what matters most: providing strategic advice, improving client relationships, and growing your business. The firms that adopt AI today are the ones leading the industry tomorrow.
Flexibility: Work from anywhere and serve clients remotely, providing convenience for both you and your clients.
Scalability: Grow your practice without the need for a larger office or staff. A virtual model allows you to easily expand your client base across regions.
Cost Savings: Eliminate expenses tied to maintaining a physical office, such as rent, utilities, and equipment.
Wider Client Reach: Break free from geographical limitations and attract clients nationwide, or even internationally.
Enhanced Efficiency: Leverage cloud-based technology, automation, and AI to streamline workflows, speed up processes, and deliver faster results.
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!