In episode five of Bean Counter to Boss, hosts Will, Amy and James Goulsbra dig into the question every new firm faces: how do you win clients from a standing start?

Amy shares how a single favour snowballed into steady work and why Facebook groups and Google reviews still matter. James talks through getting out of his comfort zone, using conversations to shape his offer, and why delegating marketing can be a game changer.

They compare what actually works on LinkedIn vs Facebook, how to build referral streams, and the realities of SEO, websites, and ProAdvisor listings. You will also hear practical ways to stop giving away free advice, from setting firm meeting limits to swapping “quick chats” for structured consultations. The trio finish with ideas for workshops and local meet ups that position you as the go to accountant in your community.

Highlights:

• From side hustle to first ten clients: Amy’s playbook for small town traction
• James’s direct approach to networking and using conversations to refine your pitch
• Turning word of mouth into a system: simple referral incentives and tracking
• Social strategy that fits your audience: Facebook groups, LinkedIn for peers, and when to post blogs
• Google reviews that move the needle, without paid ads
• Guardrails for free advice: time limits, pre agreed fees, and smart follow ups
• Events that convert: host a workshop or low key meet up to build trust locally

The Bean Counter to Boss podcast is powered by XBert. XBert is your trusty accounting and bookkeeping sidekick, tirelessly checking the data for errors and helping you manage workflow easily. Process, visibility and data quality control in one AI driven system. Visit the website to start a free trial or find out more