The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals
Episode 124 | Revenue Replacement Strategy: Future-Proofing Your Accounting Firm With Sandra Wiley
Nov 1, 2023
Discover how 'Jones & Company' transformed their accounting firm's revenue by implementing a targeted client selection strategy. Learn about the importance of focusing on high-value clients, creating a solid client intake process, and working smarter, not harder. Gain insights on strategic growth, providing comprehensive business services, and emphasizing strategy alignment for success.
41:21
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Quick takeaways
- Focus on serving the right clients better, not just doing more, to achieve accounting firm success.
- Implement a rigorous client intake process to attract the right clients and streamline operations.
Deep dives
Transforming Accounting Firms for Success
Accounting firms can achieve sustainable success by transforming their business model according to Sandra Wiley, President of Boomer Consulting. Firms need to identify their target clients based on favorable characteristics and realize the importance of client selection. Jones and Company's success story exemplifies how transitioning from an all-inclusive client approach to focusing on high-value clients can lead to significant revenue growth. By distinguishing their ideal clients and offering structured packages of services, firms can streamline operations and provide premium services to clients.
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