This unique and authoritative eBook is ideal for you whether you:
- are new to targeting the accountancy profession; or you
- have been calling and meeting with accountants for years.
What matters is not the number of meetings you have, but the amount of valuable leads and work that flows.
The eBook is a comprehensive summary of everything you need to know if you want to get positive results from your efforts to get referrals from or to make sales to accountants.
The eBook is based on Mark Lee’s popular masterclass. It was created in 2008 in response to the dozens of request Mark was getting to share his insights, knowledge and advice on the subject. The ultimate insider is now sharing everything in this eBook. He no longer has time to arrange masterclasses and only speaks on the subject when engaged to do so by conference organisers or others willing to pay his extortionate speaking fee.
Mark was once a Chartered Accountant (he still is, but doesn’t practice as such). He was in practice as a tax adviser for 25 years including stints as a partner in two large firms (including BDO where he was the lead tax partner in their professional practices group). More recently he has focused on working with other accountants and regularly engages with thousands of them every year. See the ‘About Mark’ page for further details.
The eBook contains everything covered in the masterclass and a hell of a lot more.
- Learn how to approach accountants, how to secure their interest and how to gain their confidence;
- Understand the key differences that you must understand as between different types of accountants;
- Appreciate the differing obligations that many accountants have as regards commissions;
- Gain powerful insights and inside knowledge that would otherwise take many months or years to learn;
- Learn why many accountants are simply not interested in commission, in the conventional way;
- Find out why you’re not getting valuable work referrals even if you manage to secure meetings with accountants;
- Benefit from immediate networking opportunities with other delegates in complimentary businesses;
- See the verbatim results of a survey of over 200 accountants and what they said matters to them when they are approached by people like you;
- Avoid making the fundamental mistakes that your competitors will continue making as they haven’t learned;
- Learn about the 7 hot buttons that accountants have said you need to push.







