This exercise will pull you out of the weeds of your practice, and reveal where you're time is going.
We've received overwhelming responses saying, "I will never be able to look at my client list or my practice the same way."
Just this one module is worth this price of admission. Time to make some data-driven changes.
Your aim sets up the world around you, it organizes your motivations and sets your path up for you, but making a big deal of defining your aim makes it difficult.
We give you the tools to keep it simple so you'll come away with a clear vision of your future firm.
You'll work through a tool that's similar to the tool we use for prospective sellers looking to exit their firms.
It aims to help you to assess the value of your practice and reveal areas of strength and areas for improvement.
With this module, you will look at your practice through the lens of a buyer and see what's needed to take your practice to the next level.
You'll see the valuable and profitable benefits that come from regular, unplugged breaks.
It may sound impossible at this point but we are still in the pruning phase remember. Capacity is coming!
We've never spoken with a CPA who has regretted a price increase — it just doesn't happen — but you have to know how to do it with intention. We'll show you what your prices could be and provide you with a simple process for getting them to where they need to be.
Learning to let go can be uncomfortable but we're going to help you get the perspective you need to start making those moves.
In this module, you will assess your existing team, identify any gaps, and identify what can be handed-off.
This isn't just for you as the owner, it's for your top managers too. Everyone will be able to delegate work, so your entire company will level up.
Here the focus is less about finding new clients and instead, making the most of the clients you already have.
Our method involves creating gravity toward your firm, so clients are seeking you out rather than the other way around.
The truth is, things that seem obvious and intuitive to you are not intuitive to your clients. Sharing your perspective and ideas you have for your client's business — when done well — will set you apart. The ripple effects of this kind of work are remarkable.
Referrals, client retention, and the impact that advisory work has on your community and the economy will help you and your clients prosper. There is so much opportunity lying dormant here and there is demand. We'll show you how to tap into this huge opportunity.