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,…
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…
Challenges: Bad ClientsUncertain FutureTaking On Too Much Solutions: Tailor Services to Dream ClientsDelegate ResponsibilitiesDetermine Best Practices & Processes Goals: Sign More High-Value ClientsWork On Business, Not Just For ItCreate A…
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 &…
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…
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 &…
Problems:Owning 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…
How An Accountant Learned to Market To His Ideal Clients & Boosted His Firm’s Value Problems: Can’t Reach Ideal Clients Lacking Team Management Doesn’t Feel Like He Can Take Care…
How One CPA Added $150,000 in Less Than Eight Weeks & Had More Time to Spend With Her Family ProblemsDifficulty Making Ends MeetLack Of Knowledge About Effective Marketing PracticesNot Enough…
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…
