Podcast Summary About Geraldine’s coaching process Overview of advisory and pricing Steps to make the shift to advisory Building a client base Establishing prices Payment
Recast Episode: This episode was originally published on November 17, 2016, but it’s a favorite among our Growing Your Firm Podcast community, so we’re bringing
Workflow tool, project management, practice management software. There are a number of names surrounding the solutions accountants use to run their businesses. Essentially, they offer
This is an updated version of the podcast originally published on November 30, 2017. Podcast Summary Getting the Right Kind of Leads The #1 Thing
You’re growing. It’s getting to the point of needing someone to help gain more clients and ensure the quality of work leaving your firm. But
Recast Episode: This episode was originally published on December 14, 2017, but it’s a favorite among our Growing Your Firm Podcast community, so we’re bringing
The lead-generating game is changing. People are using websites, social media, and internet advertising to generate new client consultations and close deals, but the basics
Check out this Growing Your Firm Podcast for a behind-the-scenes look at an accounting firm acquisition.