Establishing Upfront Contracts for Client Success

"Good accountants focus on tasks, but great ones focus on outcomes." 

Accounting Influencers

with Rob Brown

WealthAbility founder and veteran CPA Tom Wheelwright dives into the essential strategies for client-centric service and relationship-building in accounting. Hosted by Rob Brown, this episode explores how accountants can elevate their client relationships, optimize billing practices, and bring joy back into their work.

Full Show Notes Here | More Accounting Influencers with Rob Brown here

In an industry where billing by the hour is typical, Wheelwright advocates for a shift to flat, value-based pricing. This, he explains, allows accountants to focus on delivering value without clients worrying about the ticking clock."When clients know upfront what they’ll pay, it removes financial surprises and puts the focus on service, not cost," Wheelwright says. "Our clients need to know we’re there to solve their challenges without worrying about extra charges."