Before working with Erik, I was on the billing treadmill. I was dealing with the anxiety of billing every month and wondering whether the amount should be the same as last year. I was ultimately struggling with my self-worth in the billing process. I was spending 25-30 days a year doing billings, chasing AR, and dealing with our clients’ questions on bills. After Erik suggested using the Accountant Success Formula, it became clear to me that I had to change how I ran my practice, as those 25-30 days could spent making more money or having more time with my family.
Working with Erik has been so inspiring. Not only does he know the industry and have the experience to back things up, he is extremely motivational. He has helped me get the confidence to run my practice for greater profitability and to only take on clients who appreciate the value I provide. This transformation has also led me to look at my current client list and gain the courage to only work with clients who meet my ideal client attributes. This has been key in transforming my practice.
I’m super inspired about what has happened to my mindset and my practice in the months spent working with Erik. This is a process and it takes time, yet so far I’m not looking back — I’m moving forward with this new way of practicing and living.
Thank you Erik.
Damon Pallan, CPA, CA
Partner, CPCM & Co.
Erik’s strategies allowed our firm to generate a considerable amount of consistent cash-flow while attaining a much higher degree of effectiveness. This translated into higher profitability, client satisfaction, and increased client referrals. With our increased cash flow, we were also able to increase our staff from one full time and one part time employee to six full time staff members. Also, as a byproduct of these positive changes, I can now concentrate more on building the business, while working less hours than I was before.
Martyn Stimpson, CPA, CGA
Owner, Stimpson | CPA
Within 24 hours of his first exposure to the Accountant Success Formula™ approach he closed a client at 73% higher than he ever would have been able to recover under the old traditional model. As Andrew says, “The Accountant Success Formula™ literally sells itself!”
Andrew Pitre, CPA, CA
Partner, PDC | CPA
Within a few months of working the Accountant Success Formula™ model landed her first $6,000/month client and had another $384K of annual revenue in the pipeline
Milene Forte, CPA, CA
Principal, PDC | CPA
Two $25,000/month clients closed using the Accountant Success Formula™ approach
Peter McFadden, CPA, CA
Partner, McFadden Buttar CPAs
Closed a special project at $45,000 MORE than he ever would have received under the traditional billing model
Shawn Tulley, CPA, CA
Partner, HGA CPAs
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