
Monday May 19, 2025
The Easiest Way to Get New Clients Without Running Ads or Cold Calling
Tired of chasing leads or pouring money into ads that don’t convert? This episode is all about co-firming—a simple, high-leverage strategy to get better clients by building referral relationships with other accounting firms. Doug and Dan break down what co-firming is, why it works (especially if you specialize), and how to put it into action this summer.
If you're a bookkeeper, tax pro, or fractional CFO trying to grow your firm the smart way, don’t miss this conversation.
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