How To Add Consulting Services To Your Accounting Firm

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

consulting profit center

Joey Brannon, Founder of the Consulting CPA, sold the tax and accounting arm of his accounting firm to jettison into solely a consulting profit center. Most firms “rest on their laurels” and stay in their comfort zone with just doing compliance work and keeping clients at an “arm’s length.” Joey saw the opportunity to move… Read more »

How to Add Profit Centers to Your Firm: The Mike Bark Interview

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

add profit centers

Mike Bark, Partner at EdgeAdvise, has created a firm with many arms and he’s ready to show you how to add profit centers in multiple arenas. You’d be surprised how far you can stretch, including into marketing and mergers and acquisitions (M&A) In this episode of the Growing Your Firm Podcast, David Cristello and Mike Bark… Read more »

How to Add 7 Figure Wealth Management Services & Avoid Client “Comparison Shopping”: The Chris Ragain Interview

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

wealth management

Chris Ragain,  Managing Director of Ragain Financial and Founder of LedgerSync, built his own firm and wealth management practice from the ground up. He realized at a young age he needed to start his own firm, and you’ll hear exactly how he built his firm and wealth management practice. In this episode of the Growing Your Firm… Read more »