Jun 8 • Resources & Templates
Most accountants think the back half of the year is the slow season.
That's where they get it wrong.
From now until December is the best client-acquisition window all year. Tax planning sells itself right now because there's still time to lower the client's 2026 bill. And cleanup work is sitting in every messy QBO file in your market.
In last night's call I broke down exactly how to land both, even if you have zero clients right now or just finished a season of tax returns.
Here's what we covered:
How to spot a planning or cleanup client before you ever pitch
The 6-play cold-start playbook to get your first clients with no existing list
How to mine the returns you already filed for bookkeeping, cleanup, and planning revenue
The 3 questions that tell you in 30 seconds if someone's a fit
Copy-paste outreach scripts, pricing anchors, and the cleanup-to-retainer close
I also dropped the full playbook as a sheet you can work straight through.
Watch the recording here: https://www.loom.com/share/1c9f7257e9994b5782dcaa6f0c4819ee
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Most accountants think the back half of the year is the slow season.
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