Scope Creep in Accounting: How to Increase Revenue from Every Client

Posted by & filed under Accountant, Pricing for Accountants, Workflow Excellence.

Accountant hands using Jetpack Workflow to avoid scope creep

What is scope creep, and how do we avoid it, or manage it when it happens despite our best efforts? Let’s start with a story that might be relatable. You just landed a new client you’ve been working hard to acquire. (Congratulations!) You’re doing the work, and they’re paying you for it.  But there’s a… Read more »

How To Make Your Firm Acquirable & Retire

Posted by & filed under Accountant, Growing Your Firm Podcast, Pricing for Accountants, Workflow Excellence.

C3 Consolidated has a simple mission: acquire firms or create partnerships. With years of accounting firm background and experience, they apply what they’ve learned about process workflow, business organization, and growth to make those firms more profitable and better organized so clients and employees are happy. Needless to say, they are very good at what… Read more »

Double Your Income by Getting Rid of Receivables in Your Firm

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Growth, Marketing, Pricing for Accountants.

Kelly Gonsalves, Founder of Totally Booked, has only run her firm for a short while, yet, after a recent conference visit, she discovered how to double her income by getting rid of accounts receivables entirely. Meaning, gone is the grumbling and panic runs to the mailbox hoping your client check is there. Take a listen… Read more »

How To Turn Accounts Receivable Into Cash In 30 Days

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Growth, Pricing for Accountants, Team Management.

accounts receivable

Jeff Brandeis, Chief Revenue Officer of QuickFee, says “cash is king” in any business, not just accounting firms. Unfortunately, it was reported that firms under $3 million in billing had around 30% of their accounts receivable outstanding for over 90 days! That means you have less money to pay the bills, employees, and grow your company…. Read more »

How to Start an Accounting Firm and Bank 6-Figures Your First Year

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth, Marketing, Pricing for Accountants.

start an accounting firm

Hannah Stricker always wanted to be her own boss after 25 years in the accounting field. Finally, she gave her notice and went off to start an accounting firm from scratch. WIthin 12 months, she had banked 6-figures in revenues and she’s ready to show how she did it. In this episode of the Growing… Read more »

Solving the Pricing Problem for Accounting Firms

Posted by & filed under Accountant, Bookkeeper, Pricing for Accountants.

Billable time

Solving the Pricing Problem for Accounting Firms This chapter preview comes from the Double Your Accounting Firm book  (Amazon) Janice’s firm was in a rut. They were gaining new clients, but had a hard time maintaining profitability. It struck him as odd, as this 30-year-old accounting firm hadn’t changed much in their practice. They continued… Read more »

How To Present Value Pricing & Advisory Services To Clients

Posted by & filed under Growing Your Firm Podcast, Growing Your Firm Questions, Pricing for Accountants.

How to present value pricing and advisory service to clients?

David: What’s the best place to start? Should you go to a trusted current client and have these conversations, “Have somebody to practice with?” Is this tried for a new client, so completely fresh eyes and you don’t have to make that compliance shift. We’ll start with Steve on this one and go to Angie,… Read more »

How to Implement Value Pricing

Posted by & filed under Accountant, Bookkeeper, Pricing for Accountants.

Price tags

For this month’s Interview Spotlight, we’re excited to highlight our interview with Jason Blumer, Chief Innovation Officer at Blumer and Associates and Founder of Thriveal CPA’s. As most of you probably know, Jason wants to disrupt our industry. Through his work, he puts into place strategic, creative initiatives for accounting practices and does the things… Read more »