Generate quality clients on auto-pilot
A practical 2-hour marketing workshop for accountants and bookkeepers showing you how to create a simple marketing system that will consistently fill your list with quality clients.
Emily Cross
Head of Marketing · Value Pricing Academy
Marketing doesn't have to feel this hard
You are brilliant at supporting your clients. But when it comes to marketing your own firm? It can feel like another full-time job.
Maybe you post when you find the time, save advice you never quite implement, or agonise over whether your website, emails and content are "good enough" to put out there. Meanwhile, referrals feel unpredictable, the right enquiries are not as consistent as you would like, and every new marketing task competes with client work, deadlines and the day-to-day of running a business.
Marketing can feel like a scatter-gun approach — trying everything and hoping something sticks. That's because you've been handed a long list of disconnected tactics, with no clear order, no simple system and no confidence about what will actually work for your firm.
You don't need a marketing degree to bring in quality clients. You need a clear system.
A system you set up once, then leave alone to do its thing.
A practical live training for accounting professionals who want to create a simple, repeatable system for attracting, warming and converting ideal clients.
This is not about posting every day, becoming an influencer, or throwing money at ads before you have the foundations in place. It is about putting the right marketing system behind your firm, so your business is no longer dependent on luck, word of mouth, or you personally following up with every enquiry.
By the end of this training, you will understand how to build a client-generation system that moves the right prospects from:
This workshop is about more than just getting more clients
What you really want is to:
Stop second-guessing
Know where your limited marketing time should go.
A steadier pipeline
Enquiries from people who understand and value what you do — not just more inbox noise.
A message that stands out
Clear and focused — without competing on price or sounding salesy.
Better-fit clients
Pre-qualified prospects who value your expertise and will pay a higher fee to work with you.
A system that runs quietly
Nurturing interest in the background, even when client work gets busy.
Time back
Focus on clients, growth and life beyond the business.
Picture it: instead of wondering what to post or where your next client will come from, you have a clear weekly rhythm and a simple journey guiding the right people from first impression to booked conversation. You know what to improve next — and marketing no longer has to live in your head after hours.
In this live workshop, you will learn how to:
- 01
Create a clearer, more reliable pipeline
So you know where your next consistent clients are coming from — without being stuck on the referral rollercoaster.
- 02
Attract better clients before they ever enquire
By becoming the sought-after accounting professional for a specific type of business, rather than competing for anyone and everyone.
- 03
Simplify your marketing around one joined-up strategy
One strategy that works across your content, website, emails and follow-up — instead of juggling disconnected tasks and hoping something sticks.
- 04
Move prospects from click to client with less hands-on effort
Using a simple client journey that builds trust, answers questions and warms people up before they reach your calendar.
- 05
Turn your expertise into clients on tap
Using practical AI tools to create stronger messaging, content and marketing assets faster — without sounding generic or spending hours staring at a blank page.
By the end, you'll understand how to build a marketing system that helps you become a more in-demand accountant, attract better-fit clients, and generate a more consistent flow of enquiries — without having to personally chase every client.
What we'll cover in the live workshop
From Guesswork to Growth
Create a focused marketing strategy built around clear goals — and learn how to measure whether your efforts are actually working.
- The simple shift that turns vague ambitions into meaningful marketing targets.
- Which numbers reveal what to improve, what to cut and where to invest more.
- Why a clear strategy can help you achieve better results by doing less — not more.
Build Your Always-On Client Engine
Discover how to attract pre-qualified clients, bring them onto your list and steadily warm them up until they are ready to take the next step.
- The essential stages that turn a stranger into a warm potential client.
- How to capture interested prospects before they leave and forget about your firm.
- The automated follow-up that builds trust without you having to chase every client.
Put AI to Work
See how AI can help you plan, create and improve your marketing faster — without sacrificing your expertise, personality or professional judgement.
- How to turn one idea into compelling copy, emails and campaigns in a fraction of the time.
- The surprising ways AI can help you build landing pages and other marketing assets.
- How to use AI as your marketing analyst to uncover gaps, challenge your strategy and identify your next best move.
Who this training is for
Clients on Tap is for accountants and bookkeepers who know their firm needs a more deliberate way to win clients — but do not want to become a full-time marketer, designer or tech expert to make it happen.
- You rely mostly on referrals, occasional posts or a website that is not doing as much work as it could.
- You want more of the right clients: people who value your expertise, suit the firm you are building and are less likely to choose on price alone.
- You are short on time, wary of wasting money on the wrong tools and tired of marketing that feels disconnected.
- You want a practical, credible route forward that fits around real client work — not a complicated strategy you will never implement.
This is not about overnight results or "set and forget" marketing. It is about giving you a clear, workable starting point for a system that can grow with your firm.
Emily Cross
Marketing coach, business mentor and Head of Marketing at the Value Pricing Academy.
With over eight years' experience supporting accountants and bookkeepers, Emily helps firms build clear, practical marketing systems that attract higher-value, better-fit clients.
Her approach makes marketing feel less overwhelming and more achievable — combining strong positioning, focused client-generation strategy and smart use of AI to streamline the process. With a deep understanding of the accounting profession, Emily is ready to answer your questions and help you see what will make the biggest difference for your firm.
You do not have to figure this out alone
You can be brilliant at accounting or bookkeeping and still feel overwhelmed by marketing. The answer is not to try to do everything at once. It is to start with a clear path, a version-one system and a few actions that make a genuine difference.
Clients on Tap — live on Zoom
Tuesday 8 September 2026
3.30pm – 5.30pm GMT · 10.30am – 12.30pm EST
Register for free, mark the date in your calendar, and join us for practical training designed specifically for accounting professionals. Replay access is available for a limited time for registered attendees.
Questions accountants ask us
That is precisely why this session is built around a simpler route forward. You will see how to focus your effort on the few actions that matter, use a lean client journey to nurture interest in the background, and use AI to reduce the time it takes to turn a good idea into something useful.