Strategic Client Selection and Workflow Management in Accounting Firms

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter, the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services, a modern accounting and tax firm for small businesses. 

The  conversation delves into Patrick's successful strategies for acquiring firms, his approach to client mix, and how his model differs from conventional accounting practices. 

With a focus on efficiency and client care, Patrick emphasizes the importance of flexibility and performance-based compensation in the workplace. Tune in to discover valuable insights on navigating the accounting landscape and achieving growth through strategic acquisitions.

Client selection is vital for maintaining profitability and operational efficiency in accounting firms. As discussed in the podcast episode with Patrick Dichter, a firm's approach to client selection can have significant downstream implications for pricing, compensation, fulfillment, and overall capacity.