Know Your Client
Billable Hour Bullsh*t
I hate conflict. Especially between me and my clients. I think most of us do. Why does this happen? After 34 years in the CPA profession, I’ve found the reason. And it negatively impacts more of your relationships than just with your clients. ….so much more
Read MoreASF AudioBook
This week’s post is a little different. I thought I’d share with you a livestream I did with Kary Oberbrunner (my publisher). We were announcing the release of my audiobook. Inside this livestream we went deep into the problem with the CPA profession …and what you can do to fix it. Let’s make 2023 YOUR…
Read MoreGive Them What They Want
Another video from the road this week. This time, I was in Florida meeting with some business owners. I had one SIMPLE conversation with them …and they were willing to DOUBLE what they paid their CPA. I let you know exactly what I said, in this week’s video. Enjoy.
Read MoreWrong Fit Clients
What can we do about clients that are the wrong fit? Needy clients. Price sensitive clients. Crappy work, clients. There is a solution we use in the ASF Coaching Program™. …and that’s what I’m going to share with you in this week’s video. P.S. my apologies in advance for the sound quality in this video…
Read MoreClient Conversations
I’ve got a secret for you… How do you sell your services to a prospective client? Drum roll please……. Answer = you don’t You read that right. Don’t sell your services. Instead, do what I share in this week’s video instead. It’s much easier and simpler, plus you won’t feel like a slimy salesperson. 😂…
Read MoreWhat Do Your Clients Really Want?
I had a great conversation with an extremely successful entrepreneur this week. They said something powerful. Simple… but powerful. And when you harness this approach, you’ll be able to command almost any price you want. Enjoy this week’s video.
Read MoreThe Most Important Conversation Every CPA Should Have With Their Client
The Most Important Conversation Every CPA Should Have With Their Client We had a topic come up in one of my Platinum Mastermind coaching calls that I would like to share with you. This call was about the most important conversation every CPA should have with their client – the four planning pillars. If you…
Read MoreHow To Recession-Proof Your CPA Firm
 How To Recession-Proof Your CPA Firm Today’s post is about how to recession-proof your CPA firm. As you may have seen in the news, it’s all about recession, recession, recession! Firstly, I want to make it clear that I am not into fear-mongering. Despite the fact that I warn accounting firms about the dangers that…
Read More3 Ways CPAs Can Position Themselves As Their Client’s #1 Trusted Advisor
3 Ways CPAs Can Position Themselves As Their Client’s #1 Trusted Advisor I had an interesting conversation with someone earlier today. It was about the ways CPAs can position themselves as their client’s #1 trusted advisor. It’s interesting because there’s a study that was done on business owners that asked, “Who’s your number one trusted…
Read MoreHow Accounting Firms Can Offload Bad Clients
Today I’m here at Butterfly Gardens in Brentwood Bay, BC. I wanted to chat with you today about how accounting firms can offload bad clients. Before I get to that, here’s an interesting fact I just learned while at Butterfly Gardens. There’s a sign that says that there are at least 150 different species of…
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