Accounting Firm Growth Strategy ‘Slow’ Season Results: $29,500 Tax Plan, 2 Paid Speaking Engagements, & 5 Monthly Clients In 30 Days

There isn't one specific plan of action that satisfies the goals of every single accounting, bookkeeping, or tax firm. Although the same general principles apply to practices across the board,…

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How 3 Entrepreneurial Accountants in Three Different Growth Stages Added $143,000+ With $0 of Ads in 30 Days

Every month accounting professionals enjoy unprecedented "wins." We say wins, not earnings because not every success can be measured by a dollar figure. Taking a vacation and relying on your…

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Accountants Adds $78K In Revenue, 3 Team Members, And 0 Hours To Her Workday

Problems: Unsure of ValueConcerned About Capacity To GrowNo Time With Family Solutions: Hire Capable Support TeamLearn About Best Marketing PracticesPrice Services Appropriately Goals: Create Sustainable GrowthSpend Time With Family &…

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How CPA Tom Pellegrino Elevated His Accounting Firm To Create A Sustainable & Successful Future

Concerns: Inefficient MarketingRelying On Referrals To Generate New BusinessUnsustainable SuccessLack of Time To Spend With Family Goals: Build a Firm with a Work/Life Balance Create Unique, Collaborative Networks for ClientsDevelop Generational…

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How CPA Lisa Raiche Added $34,000 In Recurring Revenue To Her Accounting Firm In Only 3 Months

Problems: Jolted by COVID-19Stuck on the Tax-Return GrindLack of High-Value Clients Solutions: Hire Capable Support TeamLearn About Best Marketing PracticesPrice Services Appropriately Goals: Create Sustainable GrowthSpend Time With Family &…

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How Two Tax Pros Started Adding High-Value Clients & Increased Their Revenue By 50%

Problems:Getting Their ValueDidn't Have Support to Delegate ToDidn’t Know How To Grow Their FirmSolutions:Put Systems in Place to DelegateSet Up Value LadderGenerate High-Value LeadsGoals:Focus on Business Growth & DevelopmentImplement Targeted…

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How This Accountant Connected With His Dream Clients & Increased His Firm’s Worth By $165,000

How This Accountant Connected With His Dream Clients & Increased His Firm’s Worth By $165,000 Problems:Inefficient Onboarding Processes Not Enough High-Value ClientsUnable To Reach Target MarketGoals:Attract & Retain Dream Clients Implement Efficient…

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