SFP 93: New PCPS toolkits tackle revenue modeling and culling clients
Small Firm Philosophy
English - March 14, 2024 15:15 - 44 minutes - 41.2 MB - ★★★★★ - 4 ratingsNon-Profit Business News Business News accounting cpas firm accountant aicpa business cpa finance firms small Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: SFP #92: Sowing the seeds for future CPAs
This episode of the Small Firm Philosophy podcast unveils a pair of powerful toolkits designed to help accounting firms reshape and optimize their business. PCPS manager Erin Hartman, CPA, and Carrie Steffen, the president of growth consulting firm The Whetstone Group, introduce the Revenue Modeling and the Right Sizing Your Client Base toolkits, which are exclusive to PCPS members:
SFP is produced by AICPA & CIMA’s firm services team, aka the Private Companies Practice Section (PCPS). This episode is part of an ongoing series on accounting firm business model transformation that PCPS is leading for AICPA & CIMA.
For more on the series, check out the Transforming Your Business Model landing page.