
Spreadsheet Killer: How to Dominate Sales with Zero Experience
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About this listen
Most accountants run from sales - Vanessa ran toward it.
After 9 years behind the books, she pivoted into a full-time sales role and never looked back. In this episode, we unpack her journey from CPA to closer - and the mindset shifts that made it possible.
We get into:
– How to make a career leap without starting over
– Why mindset > tactics in outbound sales
– What to do when the leads don’t say yes
– How to stay sharp, take feedback, and actually enjoy the game
Whether you’re scaling your firm, shifting roles, or just want to get better at closing—this one’s a must-listen.
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This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.Whether you're solo, scaling, or somewhere in between, their certification programs in bookkeeping, tax, and advisory give you the tools, confidence, and credibility to serve clients at a higher level and build a real business.
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We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
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