The Profitable Way to Onboard New Clients

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growth.

onboard new clients

I’m continuing our series on the new book, “Double Your Accounting Firm: Lessons Learned on How Top Firms Grow Faster, Build Stronger Teams and Increase Profit”,  This book is on Amazon right now and hit ‘best-seller’ status in various categories when it landed! It’s not some cheap ebook either. This is a 180-page manual to truly catapult… Read more »

How To Never Lose Your Biggest Client Ever

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

never lose your biggest client

Clayton Oates, a Top 25 Thought Leader in Accounting, has spent 20 years helping firms, like yours, never lose your biggest client. The catch. “If you haven’t lost your biggest client yet…just wait.” Sounds contradictory, but the point is: If you establish the right nurturing steps for old clients in place, plus growth steps to… Read more »

How to Onboard New Clients & Manage a Remote Team : The Chad Davis Interview

Posted by & filed under Accountant, Growing Your Firm Podcast, Growing Your Firm Questions, Growth.

onboard new clients

Signing the contract is only the beginning. Going through the process to onboard new clients is where the real money is, and Chad Davis from LiveCA will show you what to do. On top of that, Chad will also show you how his firm manages to stay profitable despite having an all-remote team. On this… Read more »