Sales for Accountants

Since Insight’s formation David and his team at Insight have been instrumental in training some of the leading sales and marketing teams in the world. Insight’s prestigious clients include Microsoft, HBOS, BBC, B&Q and Mitsubishi.

Insight has developed a very strong niche area actively supporting the growth of UK accountancy firms. This business team is now run and managed by one of David’s sons, Joel Oliver. Joel has been working with accountancy firms for the last 9 years. Over this period he has personally pioneered many innovative and effective approaches to new client acquisition for firms. He has led some of the largest strategic marketing and sales campaigns for national firms as well as being responsible for assisting hundreds of smaller practices achieve excellent growth. He is held in extremely high regard by many accountancy firms as well as networks such as AVN, Probiz, Peak Performance and RanOne. Joel had a passion to create the largest online community of accountancy firms and has already achieved this with over 8000 opt in practice owners, partners and managers.

This management team and their staff are currently serving a range of UK accountancy firms from sole practitioners to top 20 firms. Insight has an excellent reputation for its honest approach to tactical sales and marketing that delivers measurable results for accountants.

Insight Core Values

Honesty – We believe in being up front, honest and open even if at times the truth can hurt, lose you customers and in the short term revenue.

Giving - Everyone within our organisation will have a giving nature and offer assistance where possible to those less fortunate.

Desire - We have a genuine desire to develop win-win relationships with partners.

Challenge - We believe that just as "iron sharpens iron" one man can sharpen another. Positively challenging the accepted norms, goals, results and strategies, we believe together, we can develop market leading solutions.

Inspiration - We look to inspire others through the use of creative design.

Dedication - Appreciating that challenges will come, we are dedicated to our partners and to achieving the goals that we agree together.

Fun – We believe in a philosophy of ‘work hard – play hard’ and enjoy both.

Share - We are an open book and are willing to share our ideas, thoughts and resources freely with others who share our values.

Environment - We are accountable both ethically and commercially for the environment. Therefore we operate within a unique 'green policy' working towards being carbon neutral and encouraging others to do so.

Serve - Ultimately we exist to serve our partners.

Excellence - We want every partner to be successful and we go the extra mile to ensure that this is achieved.

Learning - We’re committed to a continued process of learning and improvement to provide our clients with outstanding value and quality.

Vision - We work with selected partners towards developing and sustaining best-in-class digital marketing solutions, with the aim of generating a regular flow of new business at a controllable rate.