Growing up with parents who owned a tax firm, Alan was exposed to the world of taxes from an early age. Memories of assisting his father in preparing tax returns by hand, visiting clients’ homes with tax forms in hand, and witnessing the transformative power of his parents’ work left a lasting impression. Initially, Alan resisted the call to accounting and sought to explore other career paths, but his love for numbers and the desire to help individuals understand and navigate the complexities of taxation remained strong. And eventually led him to his dream accounting firm.
Armed with a new proactive approach to client acquisition and a new pricing structure, CPA Alan was able to transform his side practice into a successful firm that generates $30K in MRR. Working closely with his dream clients, anticipating their needs, and identifying opportunities for financial optimization, Pruitt Prep CPA accelerated its growth.
By engaging with clients on a regular basis and providing proactive guidance, they delivered exceptional value and achieved better outcomes for both the firm and its clients.
Laid Off & Upgraded
Veering Off The Traditional Accounting Path
The Transition from Tax Returns to Monthly Recurring Revenue
Recognizing the importance of continuous improvement and acknowledging his own limitations, Alan embarked on a journey to transform his firm’s services and expand its reach. And inside the Create Your Dream Firm program, he discovered better strategies and resources that propelled his firm to new heights. Alan understood that to thrive in the competitive accounting industry, his firm needed to be proactive and offer comprehensive support to clients.
Instead of merely focusing on tax returns, Alan’s firm now offered year-round support, providing clients with guidance and advice to save on taxes and streamline their business’s finances. By engaging with clients on a regular basis, Pruitt Prep CPA was able to deliver exceptional value. Alan’s team established strong relationships and ensured that clients felt heard and understood.
Finding His Dream Accounting Clients
Choosing mental health professionals as his dream clients proved to be one of the best decisions Alan made for his accounting firm. By aligning his services with their unique needs, he forged strong partnerships and achieved remarkable success in helping his clients grow their practices. And the best part of all, these were his dream accounting clients. They were ready and willing to pay a premium price for Pruitt Prep’s services because they too recognized the value Alan was delivering.
A SPECIAL SECTION ON BIG SEXY & DEALING WITH PROBLEM CLIENTS
Alan has 99 5-star Google reviews, but if you do a quick Google search, you’ll see that his average review is 4.9. Without a doubt, this is a phenomenal rating, but what brought down Pruitt Prep CPA’s perfect 5-star rating? BIG SEXY.
If you did Google Pruitt Prep CPA, you’ll know that Alan ALWAYS strives to provide the highest level of service to his clients. It shows in our interview with him, it shows in his reviews, and it shows in his relationship with his clients. But every now and again, you get a bad egg. Big Sexy is Alan’s bad egg. And Alan’s response to this nightmare client is how any and every firm owner should handle criticism. Alan knew he and his team had done everything on their end, but he kept his response cordial and professional, letting the other 99 reviews do the talking for him.