Business Strategy for CPA's
306 episodes - English - Latest episode: 6 days ago - ★★★★★ - 22 ratingsBusiness Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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Episodes
148 5 Productivity Apps to Save You Hours
July 28, 2021 08:00 - 12 minutes - 14.7 MBHere are 5 apps, extensions, and plugins that can make your life easier. Text Expander - Available on Android and Mac - I use it on my iPhone but for short things I just use the built in keyboard shortcuts, especially for all the forms that need filling in. Other options: aText and Gorgias, which is a Chrome extension Video Speed Controller - Speed up, slowdown, skip ahead, and rewind, all with keyboard shortcuts. Screen Resizer - stop being a masterful mouser, and use a Sc...
147 Subscription Business Model: Build Greater Wealth in Your CPA Firm with Ron Baker
July 21, 2021 08:00 - 50 minutes - 68.8 MBSubscription pricing is all the rage right now. Most CPAs are stuck when it comes to pricing - some have moved to flat-rate or subscription pricing, but many - if not most - still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and because they don’t fully understand value, they are leaving Everest Sized Mountains of Money on the table, which means they have to work a lot harder to compensate for the missed op...
146 Results-Driven Design with Ben Manley
July 14, 2021 08:00 - 37 minutes - 51.6 MBThere’s an industry-wide gravitational force toward regular hour-long meetings. Somewhere along the way it was decided that hourly meetings held weekly, monthly or quarterly are the way to deliver services. It may be true that regular meetings are the best way to deliver services, but what’s the best way to deliver RESULTS? Here today to talk with me about this question is Ben Manly, owner of Knapsack Creative. Knapsack creative is known for delivering gorgeous, effective ...
145 Pricing Tools for CPAs, Made Simple
July 07, 2021 08:00 - 48 minutes - 66.6 MBWant to find out how to get CPE for this episode? Get on my Daily Email List for up-to-date information on all the courses I offer that qualify for CPE. Subscribe at SheThinksBigCoaching.com VALUE-PRICING Value pricing is best for discreet projects with a beginning, middle and end, whose value is greater than $100K to the client, and therefore priced starting at $10K. If less than the above, consider simply flat-rating the service. MENU PRICING Menu pricing is...
144 How to Raise Your Rates as a CPA
June 30, 2021 08:00 - 14 minutes - 20.1 MBThese questions often comes up: “How to I raise my rates?” and “How much should I charge?” and “How do I price this service?” The answer appears to be quite simple: Apply logic. Logic says raise your rates. Therefore, raise your rates. The problem is, that’s not how it works. And we know that’s not how it works, because we see countless logical CPAs continue to underprice their services. If in fact it were as simple as Apply Logic > Logic says Raise Your Rates if it’s true t...
143 How to Price Intangibles
June 23, 2021 08:00 - 11 minutes - 16.1 MBIntangibles have value. And value is the precursor to price. If you’re not great at measuring so called intangibles, you won’t appreciate their value, and if you don’t appreciate their value, you’ll underprice, and when you underprice, you’re going to leave a lot of money on the table. Then you’re going to have to work really hard to compensate for not understanding how to measure, value, and price intangibles. 3 sections today: Why CPAs can get stuck here Debunk intangib...
142 From Impossible to Exponential Growth: The CPA Mindset
June 16, 2021 08:00 - 25 minutes - 28.8 MBToday I speak with Catherine Ozment, CPA, who I asked to return after last week’s episode. Last week on the podcast I have Catherine Ozment, CPA. She and I have been working together for just shy of a year, and she’s making huge strides in pivoting her business. If you haven’t heard it, it’s 141, go back and listen to that first if you want this conversation to make more sense in context. But if you’re driving or running and might not be able to, the quick and dirty is that to...
141 One Year: From Tax Factory to vCFO & Ag CPA with Catherine Ozment
June 09, 2021 08:00 - 35 minutes - 48.9 MBMany of you know how difficult and time consuming it can be to run a tax factory: It’s all too easy to get buried under a mountain of tax, underprice services, and be in what feels like a near steady state of chaos. The desire is often to work 25 hours a week and take home compensation that’s respectable, and representative of all the work you have put in to attain the knowledge that can be so valuable, and to stop grinding it out. My guest today is Catherine Ozment. C...
140 BS CPA LINGO BINGO
June 02, 2021 08:00 - 13 minutes - 18.9 MBToday we’re playing BS CPA LINGO BINGO. Lingo in the accounting space that makes some of us kind of crazy. There are five terms that are especially problematic for CPAs and accountants that slow business growth. In this First Edition of BS CPA LINGO BINGO, I’ll call out for B! Advisory Services; I! Future-Proof; N! Trusted Advisor; G! Wait for it…; O! The 3% Rule of Thumb. B! Advisory Services; The buyer asks, “Is there service without advice?” Buyers ...
139 Drive Outcomes for Your Clients with Geni Whitehouse
May 26, 2021 08:00 - 34 minutes - 47 MBBeing a CPA is challenging, there’s no doubt. When I reflect on CPAs’ challenges, and try to simplify the situation as much as possible, I can distill a few key problems: being a generalist, billing instead of pricing, and focusing on the past instead of desired client outcomes. If you can figure out your niche, learn to price, and begin to forecast and focus directly on improving the future, many problems will go away. My guest today is Geni Whitehouse, CPA, Countess of...
138 Fetch a High Multiple When You Sell Your CPA Firm with Allan Koltin
May 19, 2021 08:00 - 43 minutes - 59.5 MBWaiting until you’re cooked to decide it’s time to sell your practice is a guaranteed way to fetch a low price for what you’ve spent a lifetime building. If you want to optimize the sale price of your business, it takes years of advance planning. Too many CPAs miss out on money they could have earned, had they known what steps to take and what to implement in order to fetch an attractive sale price. Here to talk with me today about how to set your CPA firm up to be highly a...
137 Rolling Forecasts: How to Explore Risk and Opportunity with Your Clients
May 12, 2021 08:00 - 41 minutes - 57 MBShould you use rolling forecasts for your clients? Do you hear all this talk of including forecasting for your client, but when it comes to implementing, you’re a bit deer in the headlights? Shifting into forecasting and scenario planning for your clients is a significant shift - in terms of process, what you feel confident in, and your own mindset. My guest today is Laura Landmark, (CEO) & Co-Founder of Mantle Analytics, which provides custom financial reporting for companies ...
136 How CPAs Can Build a Sales Process That Can be Optimized, then Delegated
May 05, 2021 08:00 - 30 minutes - 42.3 MBWould you just as soon rub your hand against the grain of a sheet of plywood than have a sales conversation? Avoiding sales leads directly to avoiding revenue, and the cost to your firm in the way of business left ungenerated could be enormous. My guest today is Liston Witherill, founder of Serve Don't Sell and creator of the Serve Don't Sell Method. He works with expert service providers like designers, accountants, agency owners, consultants, and coaches because their servi...
135 ERC: Clarifying 3 Common Areas of Ambiguity
April 28, 2021 08:00 - 41 minutes - 56.9 MBThere are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest, it can be hard to know everything and stay-up-to-date. My guest today is Randy Crabtree, co-founder and owner of Tri-Merit, which is a specialty tax firm supporting CPA and their clients. Randy and I were talking recently, and the topic came up that, due to the complexity, shifting nature of guidance, it’s easy to miss out on ERC for your clients. ...
134 5 Keys to Make Your Website Work for Your CPA Firm
April 21, 2021 08:00 - 36 minutes - 49.6 MB****** BEFORE we JUMP IN ****** Do you want the free PDF resource created for this episode, as well as alllll the other free resources I've created for past episodes? Enter your best email address to download the PDF and sign up for my daily updates. Email Address: Website ****** NOW onto the SHOW ****** Is your website a scatterplot of ideas, random phrases, and services? Does it suggest that you can do anything and everything for anyone, so long as they’re human...
133 Cybersecurity for CPA Firms
April 14, 2021 08:00 - 29 minutes - 40.5 MBDo you ever wonder if your tech security is tight enough? Not sure if it’s your firewalls are like swiss cheese, or if you’re a sitting duck, just waiting for a stealthy hacker to pick off your IP address and exploit your data? Having holes in your security is high risk. Get unlucky and your whole system could be down for a day, or cost you tens of thousands of dollars in ransom fees or you can unknowingly be directing payments to fraudulent accounts. My guest today is Darren St...
132 Master Your Sales Conversations
April 07, 2021 08:00 - 27 minutes - 37.5 MBMany CPAs avoid the topic of selling - they associate sales with the gross, pushy, slimy sales conversations they have had in the past, and believe that anything to do with sales is a necessary evil, best avoided at all costs. They build their business on a false premise: that sales conversations are bad. This does a disservice to their prospects and their clients, who may be looking for solutions the CPA offers. Today I speak with Debra Angilleta. Debra is a founder a...
131 From CPA to CFO, with Thought-Leader Jack Sweeney
March 31, 2021 08:00 - 42 minutes - 58.5 MBToday I speak with Jack Sweeney, host of the CFO Thought Leader Podcast where he has interviewed almost 700 CFOs about their roles. Jack is also the winner of the 2018 Excellence in Financial Journalism Award by the NYSSCPAs. A career business journalist, Jack is the former editor-in-chief of Business Finance Magazine and the founding editor (and former editor-in-chief ) of Consulting Magazine . In this episode, we discuss: The bridge from CPA to CFO What do CFO’s learn al...
130 CPA Burnout: How to Get Your Energy Back
March 24, 2021 08:00 - 42 minutes - 49.1 MBResilience for CPAs and Accountants How many days do you feel like you’re running ragged, and just getting to 9pm without a nuclear meltdown is a win? Once in a while, allowing your tank to run all the way down to the Empty line is ok. But do it too often, or run it too far down, and you risk running your business out of gas altogether. My guest today is Catherine Morissett - experienced facilitator, speaker, and coach with 30 years experience training around personal and organiz...
129 How to Spend Way Less Time on Email Every Day
March 17, 2021 08:00 - 39 minutes - 54.1 MBGET YOUR TIME BACK BY BEING MORE EFFECTIVE WITH EMAIL Do you ever get sucked into your email Inbox, wander around in there for hours, only to resurface wondering where the time went and why you went in there in the first place? Having a disorderly system to process your email - or worse - no system at all - can cost you hours a day of lost efficacy. Losing just ONE hour a day all year long is the equivalent of SIX and a HALF weeks of work time. My guest today is Marcey Rader, a...
128 Selling to Serve, with James Ashford of GoProposal
March 10, 2021 09:00 - 35 minutes - 49.2 MBMany accountants over-service and under charge their clients. This creates a lose-lose situation, where clients don't value what the accountant does, and the accountant doesn’t isn’t charging enough to be able to provide the level of service the client actually wants. Not only does this undercharging result in the accountant leaving piles of cash on the table, but more importantly, the client is left wanting. The thing is that it’s not a lack of expertise and information that i...
127 How CPAs Can Use YouTube Videos to Accelerate Growth with Hannah Smolinksi, CPA
March 03, 2021 09:00 - 33 minutes - 45.8 MBToday I speak with Hannah Smolinksi, CEO of Clara CFO Group, on her meteoric YouTube rise. Less than 1 year ago, Hannah had less than 100 subscribers on YouTube and a few dozen on her email list. Today, she has more than 16,000 YouTube subscribers and more than 8000 people on her email list. Hannah talks with us about her success and how it has impacted her business growth. What has been the impact on her business? Because the lifetime value of clients is really high, there i...
126 How to Implement Advisory Services with Twyla Verhelst, Leader of the Accounting Professionals Program at Freshbooks
February 24, 2021 09:00 - 30 minutes - 42.3 MBTwyla Verhelst is the co-founder of Eighty Twenty, an Advisory Accounting Firm. We discuss her journey of implementing Advisory Services, long before it was known as Advisory Services. We discuss the difference between what the client needs, and what the business owner needs, what questions to ask that lead to deeper insights to support Advisory Services, and how to get started simply and without overwhelm. What we cover: How to get started building your Advisory Services ...
125 Value and Segmented Pricing for CPAs with Pricing Expert Mark Stiving, PhD
February 17, 2021 09:00 - 36 minutes - 49.9 MBMost CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and because they don’t fully understand value, they are leaving Everest Sized Mountains of Money on the table, which means they have to work a lot harder to compensate for the missed opportunity. Today’s guest is Mark Stiving the pricing expert behind impactp...
124 4 Most Common Hiring Mistakes CPAs Make and What to Do Instead
February 10, 2021 09:00 - 28 minutes - 39.7 MBErin Longmoon, Owner of Zephyr Recruiting shares the 4 most common hiring mistakes business owners make, and what to do instead. There is a reason that so many business owners have hiring PTSD and staff that are challenging: hiring correctly is not as easy as it looks. Erin is on a mission to eradicate toxic workplaces by helping clients find the RIGHT FIT (™) employee. Today Erin shares the 4 most common hiring mistakes business owners make, and what to do instead. The 4 m...
123 Overcoming Under-earning and Rewire for Wealth with Author Barbara Huson (pka Barbara Stanny)
February 03, 2021 09:00 - 28 minutes - 38.6 MBToday I speak with Author Barbara Huson (previously known as Barbara Stanny) Overcoming Under-earning and her new book, Rewire for Wealth. Barbara Huson is the leading authority on women, wealth and power. As a bestselling author, financial therapist, teacher & wealth coach, Barbara has helped millions take charge of their finances and their lives. We discuss overcoming under-earning and how your mind must Rewire for Wealth. Barbara is the author of 6 books: Prince Charming Is...
122 The Pioneer of Value-Based Fees in the Consulting Profession, Alan Weiss, Ph.D.
January 27, 2021 09:00 - 25 minutes - 35.4 MBToday I speak with Alan Weiss, owner of Summit Consulting and author of more than 60 business books, including Value-Based Fees, Million Dollar Consulting, Fearless leadership, and more. What we cover: Value-pricing requires a wholesale shift in thinking. You have to do a 180 - from starting with your costs and building to some form of cost+, to starting with the client’s objectives, what they are coming to you to help them accomplish, determining what that is worth to...
121 Switching to Advisory Services using Profit First, with Rob Foncannon, CPA
January 20, 2021 09:00 - 27 minutes - 38 MBToday I speak with Rob Foncannon, owner of Foncannon Tax & Financial Services about how Profit First has impacted his business and his clients’ businesses. Rob talks about What Profit First is and what it’s not How it helps business owners become better stewards of their cash The effect it has on the business owner’s profitability Misconceptions and Objections Some CPAs will raise objections, asking if you can’t accomplish the same thing with a spreadsheet and pe...
120 Cloud Accounting Technology and Software, with Blake Oliver
January 13, 2021 09:00 - 35 minutes - 48.7 MBToday I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav. What we cover: Where is accounting technology going? And what are the implications that you think accountants and CPAs are not seeing? How should CPAs and accountants differentiate themselves? What advice do you have for CPAs in e-commerce, given the need for software to manage inventory and transactions? Discussion around owning the tech stack as a business strat...
119 The Traveling CPA: Around the world in 14 minutes
January 06, 2021 10:00 - 15 minutes - 21.9 MBCPAs and accountants worked crazy hours in 2020. The start of 2021 may be no different. Many CPAs, out of concern for their clients, logged extra hours for those clients, to understand PPP, EIDL, and other loan programs to help keep their clients’ businesses afloat. Many CPAs are exhausted. Some are excited. Most are in need of a break, and need to recharge from a tax season with no end. Usually on this podcast I talk about business strategy for your accounting practice so ...
118 Pent-Up, Flat-line, or Decrease: Anticipating 2021 Demand for Your Advisory Clients
December 30, 2020 10:00 - 9 minutes - 13.7 MBToday I share with you a way of looking at 2021 on your clients’ behalf. While exactly predicting the future is difficult, the year can be broken down into 3 main phases: hunkered-down, re-opening, and post-Covid. We are likely to be hunkered down through April, then May - September we will see continued business growth as things reopen, then September and beyond as we reach herd immunity, we will find our new post-Covid-normal. Helping your clients consider these 3 phases and...
117 Create Your 2021 Goals & Strategic Plan for Your CPA Firm
December 21, 2020 10:00 - 5 minutes - 7.42 MBCreate a different 2021. It was a hard year. I suspect you don't want 2021 to be a recreation of 2020. But it's easy to get sucked under, and run on autopilot. It's easy to let your business run you, and dictate your day-to-day. It's ok (sort of), it happens to most of us. But if you want 2021 to be really different from 2020, now is the time to think about what you want it to look like, and what choices you will make to create that different reality. Taking a wi...
116 From Hourly Billing to Flat Rate for Cares Act Documentation
December 16, 2020 10:00 - 24 minutes - 33.3 MBMy guest today is Erica Goode. Erica is a freelance finance professional, working with a small handful of clients, focusing on financial forecasts while staying out of tax as much as possible. Many CPAs choose hourly billing when they don’t know how long it will take. This pricing methodology - if it can be called that - leaves your client without a clear price. While it may seem like the safest option, if the project takes much longer than you anticipated, either your c...
115 Create Space for Amazing Clients By Removing Ones You've Outgrown
December 09, 2020 10:00 - 8 minutes - 11.5 MBIf you have ever had to fire a client, you know how hard it can be. In the end, you know it will be better for you both (or at least, for you), but when it comes time to have the conversation or hit the Send button, it’s easy to talk yourself out of doing it today. Letting go of, or getting your clients in the right service at the right price, can be difficult, but it’s necessary to maintain the health and growth of your business. Most CPAs have more work than they can handle...
114 CPAs Need to Stop Accepting Trap Money
December 02, 2020 10:00 - 12 minutes - 16.7 MBTrap money is money that looks like good money, but in reality, it’s a trap. Trap Money is important to be able to recognize because it’s one of the factors keeping CPAs under the glass income ceiling and working long hours. If you can learn to recognize Trap Money for what it is, you’ll be better equipped to say No Thank You at the gates, and then, eventually move your Trap Money income out of your revenue streams. If you can stop accepting Trap Money, it will make your tra...
113 Out of Compliance and into Tax-savvy Stock Option Consulting, with Minnie Lau, CPA
November 25, 2020 10:00 - 49 minutes - 67.5 MBMy guest today is Minnie Lau. Minnie provides tech professionals working in late-stage start-up companies that are about to IPO, guidance on stock option vesting and selling strategies. These tech professionals who work at top levels inside start-ups about to IPO are going to receive stock options worth hundreds of thousands of dollars, sometimes more. Without guidance, not only will they get hit with a giant surprise tax bill, they will lack a strategy for how to optimize th...
112 Does Your CPA Firm Sell Outcomes or Deliverables?
November 18, 2020 10:00 - 12 minutes - 17.7 MBToday I'm going to dig into what deliverables are and what they sound like in the CPA world, so that you can get better at recognizing them and understand why it's such a problem to sell deliverables. We'll talk about what outcomes you might consider selling so that you know what it sounds like. And finally, when you're stuck in deliverables, how to convert them into outcomes. CPA deliverables sound like this: P&L, balance sheet, accounting services, financial service, individual...
111 Better Pricing Methodologies For CPA Firms, with Jonathan Stark
November 11, 2020 10:00 - 58 minutes - 80.2 MBWe're back today with Jonathan Stark. In case you missed it we did a recording with Jonathan a couple of weeks ago. It’s episode 106 - Better Pricing Strategies for Accountants. There was so much more to talk about that I invited him to come back on to continue the conversation about pricing. One of the problems that CPAs run into in their practices is that they tend to fall back on two methodologies for pricing: billing by the hour, and flat rate, which tends to be a cost-plus v...
110 15 Phrases to Scrub from your CPA Firm’s Website
November 04, 2020 10:00 - 17 minutes - 24 MBToday we’re talking about the copy on your website. Because you might be either alienating prospects who visit your website, or not attracting them to begin with. And because of that, you could be missing out on really good revenue. What am I talking about? All kinds of words and phrases that are meaningless at best - and are potentially harmful - and are taking up valuable real estate on your website, and doing nothing to rank in search results when your ideal clients are googl...
109 The CPA Who Innovates, Wins
October 28, 2020 09:00 - 14 minutes - 19.5 MBAre you stuck thinking about Advisory Services in the commonly accepted tiers of transactional, controller, vCFO? These 3 tiers are great way to begin to think about Advisory Services for CPAs. But why these 3, and only these 3? Here are some other questions I ask, when it comes to CPAs transitioning to advisory: Why stop at vCFO? Why do the tiers stop at being strategic? (Helping business owners adopt smarter strategies is where it's just starting to get good.) What i...
108 The Dangers of Listening to CPAs for Wisdom
October 21, 2020 09:00 - 13 minutes - 15.6 MBGuidance and wisdom in the accounting industry tend to be provided by accountants and CPAs. There's a notable absence of expertise and wisdom from thought leaders outside the accounting industry. In order for any profession to advance, it needs to have conventional thinking be challenged. And the best people to challenge conventional thinking are those who have never been taught to believe conventional thinking in the first place. Why do we cling to our views so tenaciously af...
107 Are You Building the CPA Firm You Want to Own?
October 14, 2020 09:00 - 11 minutes - 15.7 MBHave you ever heard of a tool called the wheel of life? It's a really simple but powerful tool to help you take stock of the most important areas of your life and visualize which ones are going best and which areas you want to devote more of your attention to, to improve. The wheel of life gives you a bird's eye view of the different aspects of your life. I want to share this tool with you because I want you to have it not just for your life, but also for your business, so that y...
106 Better Pricing Strategies for Accountants: Stop Billing by the Hour, with Jonathan Stark
October 07, 2020 09:00 - 46 minutes - 63.3 MBMy guest today is Jonathan Stark. Jonathan is a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of TWO podcasts: Ditching Hourly and The Business of Authority, and writes a daily newsletter on pricing for independent professionals. We’re talking today about better ways for CPAs to price their services so that they can get out of the accounting rut. We will get into different pricing strategie...
105 Mathematical Proof Specializing Will Make You a More Profitable CPA
September 30, 2020 09:00 - 11 minutes - 16.1 MBI am here to offer you mathematical proof that different is more profitable. The best possible strategy to becoming more profitable without having to work so hard includes specializing. A few weeks back, a well-known software developer turned consultant named Jonathan Stark invited me to be on his podcast, Ditching Hourly, so we could discuss other ways to bill forensic accounting. And it was in our conversation that he dropped this equation that I want to share with you. ...
104 How Much Would a CPA Pay for a Kid's Bike?
September 23, 2020 09:00 - 17 minutes - 24.1 MBToday I want to talk to you today about how to price a bicycle. Now you might be wondering, what has this got to do with being a CPA? What does the price of a bike have to do with payroll, cashflow, or tax strategy? I'll tell you what the connection is. And I'm going to tell you through a recent experience I had buying a bike for my five-year-old daughter, Hazel. It was an expensive, but worth it bike. Here are five ways I never thought to justify the price: Component pa...
103 Cashflow Forecasting, Niching, and Raising Your Rates with Emily Sandberg
September 16, 2020 09:00 - 39 minutes - 54.3 MBToday’s guest is Emily Sandberg. Emily provides cashflow and forecasting services to online coaches and course creators. While many accountants focus primarily on making sense of the past, Emily works with her clients to know the future of money in their business, so they can make strategic decisions with their cash. Her work has helped dozens of clients go from running a money-hungry business to a predictably profitable enterprise, by simply following her profit-centered framewo...
102 A High-Margin CPA Firm: It’s Easier than You Think
September 09, 2020 09:00 - 14 minutes - 20.3 MBToday we're talking about your business. Is it a lot of work? Do you spend it too many hours or more hours than you want in front of a screen toiling away? At the end of a long work week, do you ever wonder if there was an easier way? Many CPAs work really hard. And when I say hard, I mean, lots of hours, lots of clients, endless fires. And it can seem like hard is the path, and it can be the only path that you see. But what I want you to know is that there are easier paths ava...
101 Quantify Your Client Results to Help You See Your Value and Raise Your Prices
September 02, 2020 09:00 - 7 minutes - 10.5 MBToday I want to talk with you about why checking in a few times a year on your best clients’ results and how you as a CPA contributed to their success can help you feel more confident in your pricing. When CPAs take the time to stop and observe, what some of them find is that their best clients are getting amazing results. And that they had a hand in the creation of those results. But because those results had been invisible to them or because they had been dismissing their role in the cre...
101 How a CPA Can Raise Prices with Confidence
September 02, 2020 09:00 - 8 minutes - 12.2 MBToday I want to talk with you about why checking in a few times a year on your best clients’ results and how you as a CPA contributed to their success can help you feel more confident in your pricing. When CPAs take the time to stop and observe, what some of them find is that their best clients are getting amazing results. And that they had a hand in the creation of those results. But because those results had been invisible to them or because they had been dismissing their role i...
100 The Conversation That Will Propel Your Accounting Practice
August 26, 2020 09:00 - 10 minutes - 14.4 MBIt’s just too easy to assume that your clients want only what they come to you for, and then, simply, serve them up the usual menu of accounting and tax. The problem is that your best clients likely want so much more than accounting and tax. Chances are good they are asking you for more but the questions aren’t getting through to you, because they lack the language to articulate it, or because you’re buried under a pile of compliance and back-office accounting When you’re in th...