Posts Tagged ‘planning’
The 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 MoreGuide to Value Pricing for Accountants
Guide to Value Pricing for Accountants I have good news and bad news if you’re using the billable hour model for your accounting business. The bad news is that you’re practicing a model of business that is oppressive, suffocating, and of your own doing (yes, it may sound harsh but it needs to be said).…
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…
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