Business Strategy for CPA's 301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg
Learn more about PEAK FREEDOM
Are you considering selling in a few years and wondering where to focus?
My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples.
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Hey CPA firm owner, glad you found the podcast.
If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.
If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:
Subscribe here: geraldinecarter.com/subscribe
Readers say they love it because they’re short and on point.
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Check out my “greatest hits” episodes:
Pricing for Improved Profitability #211
Killer Niches for CPAs with Tom Wheelright #178
Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179
Get More from Technology with Joe Woodard #244
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
STOP WORKING WEEKENDS
A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends
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For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
- How high can I go on prices without sending my clients running?
- What do you think of my niche?
- How do I upsell my legacy clients?
- What’s the script for talking to prospects about higher-level and Advisory services?
- What do I put in my tiered packages?
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For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
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- Create packages while knowing how to navigate scope creep
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- Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500
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Connect with Todd Steinberg:
Website: www.thrivefinancialgrp.com
LinkedIn: https://www.linkedin.com/in/todd-steinberg-b471437/