{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Convert Leads Fast: How to Build Lead-to-Paid Systems w\/ Irene Seelig","description":"Thank you for joining us for another episode of Building the Premier Accounting Firm, the show that helps you grow your firm. Today, host Roger Knecht interviews Irene Seelig, CEO and co-founder of AccountGroove, to discuss how accounting firms can stop undercharging and wasting time on bad-fit clients. They cover building scalable advisory practices, leveraging AI for lead-to-paid systems, and the importance of CRMs in managing client relationships for accounting success. In This Episode: 00:00 Introducing AccountGroove and Irene Seelig 03:39 Why Accountants Undercharge for Services 08:19 Leveraging AI for Pricing & Packaging 13:43 Avoiding Bad-Fit Clients 17:43 Intentional Lead Generation and Responsiveness 20:42 Scaling Through Advisory Practices 26:34 Managing Client Expectations and Accessibility 30:07 Understanding and Leveraging a CRM System 36:13 From Lead to Paid: Streamlining Client Acquisition 39:54 Gratitude and Closing Remarks Key Takeaways: Reframe pricing from an hourly mindset to a value-based perspective, focusing on the outcomes provided to clients. Utilize data and AI to optimize proposal conversions and determine appropriate pricing for services, avoiding undercharging. Implement intentional lead generation and a scoring system to filter out bad-fit clients and focus on ideal niches. Respond to leads quickly using automated systems to significantly increase conversion rates. Introduce advisory services into bookkeeping and tax businesses to create recurring revenue models and increase firm profitability. Featured Quotes: \u201cThe value that they provide was just undercharged for, you know, the output that we ended up receiving from that sale.\u201d \u2014 Irene Seelig \u201cIf you don\u2019t respond within 60 seconds to a lead, you\u2019re, it\u2019s, you\u2019re dropping the conversion rate.\u201d \u2014 Irene Seelig \u201cAccounting success is universal.\u201d \u2014 Roger Knecht Behind the Story: Irene Seelig and her co-founder built and sold a successful tech firm, working with major brands like Adidas and Burberry. This experience highlighted the crucial, yet often undervalued, role of their accountants and bookkeepers in the sale. This realization inspired them to create AccountGroove, a \u201clead-to-paid\u201d system designed specifically for accounting firms. Their goal is to help these firms recognize their worth, charge appropriately, and build efficient, scalable businesses by leveraging data, AI, and strategic client management. Top 3 Highlights: Value-Based Pricing: Shift from hourly billing to value-based pricing, using data to inform proposals and increase contract values. Smart Client Filtering: Implement an AI-powered lead scoring system to identify ideal clients, automate responses, and route leads efficiently. Scalable Advisory: Transform traditional bookkeeping and tax services into recurring advisory models to boost firm profitability and client engagement. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger\u2019s team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get one month free when you sign up by booking a demo at www.accountgroove.com\/universalaccounting    Are you ready for a change, both personally and professionally?  Then accept and participate in the Accountrepreneurs Challenge.  This is a FREE opportunity to apply best practices and make this the best year yet in your career.   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This conference is one you don\u2019t want to miss.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant\u2019s library to provide quality CFO & Advisory services as a Profit & Growth Expert today: \u201cRed to BLACK in 30 days \u2013 A small business accountant\u2019s guide to QUICK turnarounds.\u201d  \u201cin the BLACK, Nine Principles to Make Your Business Profitable\u201d  \u201cYour Strategic Accountant\u201d - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business.  \u201cYour Profit & Growth Expert\u201d - Offer CFO & Advisory services with confidence and competence.  Take the time to understand what your clients expect from you as their accountant. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we\u2019ve identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It\u2019s here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company\u2019s Value.     For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don\u2019t want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777 ","author_name":"Building the Premier Accounting Firm","author_url":"http:\/\/premieraccountingfirmuac.libsyn.com\/website","html":"