Skip to content
TrackPodcasts
businessJan 12, 202135:08pending

Sales Strategies and M&A

The Unique CPA

About this episode

Randy talks to Bob Lewis, who was recently named one of Accounting Today's Top 100 Most Influential People in Accounting, about how CPA firms must position themselves to adapt to changes—especially as Covid rages on. Bob gives his insights into the best ways to develop prospects and referral sources, cross-selling strategies, the importance of a market niche, and the best ways for firms to position themselves through mergers and acquisitions.

Get the full show notes and more resources at TheUniqueCPA.com

Get every episode summarized

Each time The Unique CPA publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Sales Strategies and M&A

The Unique CPA

0:00
35:08

More episodes

More from The Unique CPA

View all episodes →