There were a couple great follow up questions coming out of last week’s email that were worth answering here for the group.

There is so much noise in the accounting industry media-space about raising your rates and offering high-priced services. Heck, I’m some of that noise! But there is a time and place for everything.

I'm also former KPMG but with 25 years of financial services industry experience in various finance and controlling functions.  I'd like to make the jump like you did but don't have the tactical experience just yet.

Most importantly…congrats to all who made it through this week’s deadline!! You’re almost there!!

I love this!! When we get busy, we forget about all the “going concerns” for each client and the impact it can have on our revenue.  Thank you for sharing this. We are in the process of acquiring another firm and this sheet will help so much with all the new clients we will inherit.

I’ve been thinking about my client roster and sales pipeline a lot the past few weeks.

Sometimes I hear new firm owners say something like…

A picture is worth a thousand words, so let’s start with that…

And now for a whole bunch of random stuff…

The first two years of my firm (with only two clients), I charged hourly…$50/hr. I was so proud of myself. ::rolls eyes::

I hope the past 2 weeks brought some relaxing and peace to store up as we enter this coming season. For me, we kicked off the holiday with almost everyone in our house contracting pink eye within 6 hours of each other on Dec 22nd, but THEN it was very relaxing and rejuvenating. :o)

My 2024 In Review

Disney+ sent me an email early this morning letting me know that they’re increasing my monthly subscription rate

I work with service providers like you do and I am thinking that having a standard chart of accounts would be beneficial.

Last week when I was at the Intuit Connect conference in Vegas, I put myself on a mission...

There are 3 types of prospects (potential clients)…

The one part that I am having a tough(er) time on is the "menu" so to speak for the pricing tiers.

There were a number a good questions I received after last week’s Onboarding SOP email. Here’s a couple…

I mentioned an onboarding SOP (standard operating procedure) a couple months back and the questions came in. Here are just a couple…

I’m far from a sales expert, though I’ve become far more comfortable at them after taking some sale training. (highly recommend)