Got 10 minutes? That’s all it takes to sharpen your practice! In this episode of the Bissett Bullet podcast, Martin Bissett delivers two actionable insights to help you grow your firm without the overwhelm.

Is your firm actually using the client data it already has? In this episode of The Bissett Bullet, we explore how overlooked client intel can unlock competitive advantage, deeper relationships, and new revenue—without big spend or complex systems.

Part 1: The Missed Opportunity

Despite being a data-driven profession, most accounting firms collect very little meaningful client information. Basic intel—like client goals, demographics, or personal context is often missing. As a result, firms fail to spot risks, miss upsell opportunities, and struggle to show real value. Meanwhile, clients feel unseen and leave.

Part 2: How to Build a Simple Data Strategy

Start small. Appoint or repurpose someone in your firm as a Head of Client Intel. Use a simple CRM (or yes, a spreadsheet to start) and begin collecting useful, legally compliant data. Prioritise Grade A and B clients. From birthdays to business goals, this intel becomes a tool for retention, upsell, benchmarking, cross-referrals, and even winning dream clients on your radar.

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Ready to grow your firm with practical, no-nonsense advice? The Bissett Bullet podcast gives you bite-sized insights you can implement today.

Visit www.bissettbullets.com for more resources.

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4impactdata is an AI-powered platform that helps firms move beyond historical reporting by delivering clear, actionable next steps for your advisory team so that you can provide more value to clients without the guesswork of dashboards. To book a conversation or demo, or to join the 10X Advisory Cohort with resources from Martin, along with 10% off your first year’s subscription, visit 4impactdata.com

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ProNation is a global community for accountants and bookkeepers that gives you peer-to-peer support, expert guidance, and proven strategies to run a more profitable, efficient, and impactful firm. Led by Will Farnell, Lucy Cohen, and Martin Bissett, it helps practices of all sizes grow with confidence and better serve their clients.

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In association with CPA Trendlines

Got 10 minutes? That’s all it takes to sharpen your practice! In this episode of the Bissett Bullet podcast, Martin Bissett delivers two actionable insights to help you grow your firm without the overwhelm.

Do clients ever leave your firm unexpectedly?

Do you have a pipeline ready to replace them? What if you could reduce client loss without spending a penny? In this episode of The Bissett Bullet, we explore why firms lose good clients and how to stop it.

Part 1: Why Clients Leave (and Why You’re Surprised)

Firms are often caught off guard when a high-value client walks away. The truth is, it’s rarely about price. It’s usually about disconnection, clients don’t know the full value you offer, and you’re not asking what they really need. That leaves the door open for competitors who take the time to listen.

Part 2: The “Client A Day” Strategy

There’s a free, simple way to strengthen client relationships and protect your firm’s revenue: call one client a day. Not email. Not message. Just a genuine phone call to check in, listen, and understand what’s happening in their business. This habit uncovers risks, reveals opportunities, and keeps your clients close before someone else does.

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Ready to grow your firm with practical, no-nonsense advice? The Bissett Bullet podcast gives you bite-sized insights you can implement today.

Visit www.bissettbullets.com for more resources.

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4impactdata is an AI-powered platform that helps firms move beyond historical reporting by delivering clear, actionable next steps for your advisory team so that you can provide more value to clients without the guesswork of dashboards. To book a conversation or demo, or to join the 10X Advisory Cohort with resources from Martin, along with 10% off your first year’s subscription, visit 4impactdata.com

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ProNation is a global community for accountants and bookkeepers that gives you peer-to-peer support, expert guidance, and proven strategies to run a more profitable, efficient, and impactful firm. Led by Will Farnell, Lucy Cohen, and Martin Bissett, it helps practices of all sizes grow with confidence and better serve their clients.

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In association with CPA Trendlines

Got 10 minutes? That’s all it takes to sharpen your practice! In this episode of the Bissett Bullet podcast, Martin Bissett delivers two actionable insights to help you grow your firm without the overwhelm.

Thinking about retirement, but not sure how to exit your firm?

After 30+ years of building your practice, the finish line is in sight. But how do you leave on your terms, protect your legacy, and make sure the next chapter goes smoothly? In this episode of The Bissett Bullet, we introduce you to SAM - the three key options for exiting your firm.

Part 1: Why Most Accountants Don’t Prepare

Many firm owners intend to hand things over internally, but never quite get around to it. Deadline-driven days and client demands keep pushing succession planning further down the list. As a result, they often sell under pressure or default to options they never really wanted. The question is: will your firm’s exit be intentional or reactionary?

Part 2: Meet SAM – Your Three Exit Routes

In the second half, we explore the acronym SAM, the three most common ways to exit your firm:

Sell,

Appoint a successor,

Merge.

I’ll walk you through what each one involves, who they’re right for, and how to avoid the common mistakes that cost owners control, value, and peace of mind.

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Ready to grow your firm with practical, no-nonsense advice? The Bissett Bullet podcast gives you bite-sized insights you can implement today.

Visit www.bissettbullets.com for more resources.

---

4impactdata is an AI-powered platform that helps firms move beyond historical reporting by delivering clear, actionable next steps for your advisory team so that you can provide more value to clients without the guesswork of dashboards. To book a conversation or demo, or to join the 10X Advisory Cohort with resources from Martin, along with 10% off your first year’s subscription, visit 4impactdata.com

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ProNation is a global community for accountants and bookkeepers that gives you peer-to-peer support, expert guidance, and proven strategies to run a more profitable, efficient, and impactful firm. Led by Will Farnell, Lucy Cohen, and Martin Bissett, it helps practices of all sizes grow with confidence and better serve their clients.

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In association with CPA Trendlines