Johnny Logan

Founder, Financial Sales Insider

I founded Financial Sales Insider in 2024. It is a marketing company that fills US CPA and EA firms' calendars with qualified tax planning meetings. I write the guides on this site for firm owners who want more planning work.

What I bring to it

I've spent more than 10 years in sales and reviewed hundreds of real sales call recordings. That time taught me what an owner who is ready to pay for planning sounds like.

That is why our marketing is built around fit. It aims at business owners who are ready to pay for planning, and we contact and qualify each enquiry against your written criteria before anyone is booked on your calendar. A firm owner's hour is the scarce thing, so it should go to owners who can buy.

What I write about

The guides cover the part of a tax firm that sits between a good reputation and a full planning calendar:

  • Finding business owners who need planning, and when in the year to reach them
  • Running your own planning consultation, from first question to next step
  • Pricing planning work and answering questions about your fee
  • Spotting bad fit leads before they cost you an hour
  • The state rules that give owners a reason to meet before the year ends

I don't give tax advice, and nothing on this site is tax or legal advice. The tax facts in the guides link to the IRS or the state revenue department that publishes them, and where a figure isn't published, the page says GAP.

Start here

Find me

If you run a US CPA or EA firm and want more planning meetings on your calendar:

See if your firm is a fit

Financial Sales Insider · Florida · (305) 513-1710