Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Co-founder of Business Success Consulting Group, started off as a teacher actually. After finding her love for helping small-to-medium-sized business owners grow their business, she dove headfirst into consulting. For years she learned as VP at a consulting company. Then, when she was ready, in 2011 she hung out her shingle co-founding Business Success Consulting Group. Where she really focuses on inside a business is the processes and management systems of the business. This means she's looking at every process in your business from soup-to-nuts. That's whether we're talking about: business development, tax return workflow, efficiency of staff, growing pains, etc.

In this special episode of the Growing Your Firm Podcast, I discuss: How to onboard new clients to set you up for future success Steps to make sure each client doesn't become a headache later The art of setting expectations with your fresh, new client Why Having Steps to Properly Onboard New Clients is as Critical Than Ever I hammered home in Part I of this special series that before you begin scouring the city for new clients, you must have processes in place for efficiency purposes. Nothing cripples the growth of an accounting firm more than faulty processes. Remember, the worst your process is, the less clients you can take, the more staff you must hire. Loss of revenues, increase in cost. That's not what we're looking for. In Part I, I gave some tips to nail down your processes and really open up the floodgates to productivity. Now, when you're changing up your processes and (now) onboarding new clients, it's easiest to do test runs on new prospects. The reason is simple. These new clients don't know how you work, so you're not changing anything up for them. The key we do this is because: we don't want to bring in new clients into a broken system. The right processes saves a lot of time and money. One of my past guests, Stacy Kildal, was able to trim down her entire client thanks to the right processes mixed with a seamless onboarding experience. Now, she has a waitlist to work with her! She also finds clients are willing to pay more for her services. Learn more at: https://jetpackworkflow.com/growing-your-firm-onboard-new-clients/

No one is good at everything. As much as you might be in command of your core offering, chances are you can still benefit from a coach in certain aspects of your business. I help accountants get the message out about the services they offer with structured, guaranteed practice development programs. My services are designed to help professional accountants who struggle with reaching their target audiences with sharp, meaningful, and relevant information. Whether its, how to market and sell your firm's services, how to integrate financial planning into your tax practice, how to buy or sell a practice, or how to establish an online presence with social media and marketing automation, this is where I come in. If you would like to discuss how you can future proof your firm and create the 21st Century accounting and tax firm let's talk! Specialties: Marketing Accounting Services, Integrating Financial Planning Into a Tax Practice, Buying & Selling Accounting Practices, Leadership Coaching, Sales Training, Coaching & Digital Marketing Strategies

Rob has forged a niche to be the world's foremost authority on how Accounting firms can achieve peak performance. Rob believes that Accountants are the natural trusted adviser to business. He believes that technology needs content and methodology to really be useful. He believes that Accountants are not that interested in the future they are interested in what they need to do NOW. He also believes that unless Accountants change their business model then a big part of their current revenue will go the way of the dinosaur. Since 1994 he has been running businesses that specialise in helping Accountants run better, more profitable businesses. His speaking work has taken him around the world where he has spoken to in excess of 170,000 accountants. Currently his landmark strategies and products are used by accountants in over 30 countries. In 2005 he created the revolutionary coaching model called coachingclub. The coachingclub model enabled firms to be accountable, to consistently learn and to share ideas amongst their peers. The vast majority of firms have doubled or tripled profits because of the program. He is the author of 2 bestselling books "Accounting Practices Don't Add Up – why they don't and what to do about it" AND "Remaining Relevant – the future of the Accounting profession". Both have received rave reviews from Accountants and industry professionals from around the world. In 2014 he released a groundbreaking cloud software solution called PANALITIX. Accountancy firms around the world use PANALITIX to get better numbers and delight their clients. Since then PANALITIX has developed marketing and sales software and an entire e-learning platform for Accountants. PANALITIX helps Accountants build great businesses. Rob is a keen golfer (single figures) and adventurer (he is ticket holder 293 on Virgin Galactic to go into space). He lives in sunny Brisbane, Australia with his lovely wife Natalie and 3 children.

Clayton Oates is a Business Efficiency Specialist and Thought Leader in the Accounting Technology Industry, with more than 25 years experience in the Accounting, IT Consulting and Bookkeeping industries in Australia. He brings knowledge and passion to the cause of helping small business owners and operators, Accountants and Bookkeepers build stronger businesses, with systems that are simple and effective. He is co-founder of QA Business, a specialist independent IT Consultancy practice focused on Small Business Efficiency. Since its inception, QA Business has set up and managed thousands of business systems throughout Australia, ranging from sole-trader home based businesses through to large corporations. QA Business specialises in implementing business software solutions that focus on business efficiency and work/life balance for the business owner by utilising software as a productivity tool within the businesses. Clayton has also developed systems that improve the financial management process within a business and documenting systems that not only benefit the Business Owner, but provides an opportunity for the Bookkeeper and Accountant to provide greater value to the business. Clayton is also a regular presenter at various Accounting / IT and Business Consulting events and over the past 15 years and has helped more than 20,000 businesses implement simple (and effective) systems to improve financial management and enhanced customer service levels. Clayton talks from experience and operates his own business by using the practical solutions that he teaches his clients. Building QA Business from a small regional town on the NSW North Coast with a focus on systems and customer service has enabled him to enjoy a lifestyle which he truly believes is attainable by all. However perhaps his most important achievement to date is being happily married to my best friend and the proud dad of 5 fabulous humans.

No one is good at everything. As much as you might be in command of your core offering, chances are you can still benefit from a coach in certain aspects of your business. I help accountants get the message out about the services they offer with structured, guaranteed practice development programs. My services are designed to help professional accountants who struggle with reaching their target audiences with sharp, meaningful, and relevant information. Whether its, how to market and sell your firm's services, how to integrate financial planning into your tax practice, how to buy or sell a practice, or how to establish an online presence with social media and marketing automation, this is where I come in. If you need help to identify how you can future proof your firm and create the 21st Century accounting and tax firm please talk to me. Specialties: Marketing Accounting Services, Integrating Financial Planning Into a Tax Practice, Buying & Selling Accounting Practices, Leadership Coaching, Sales Training, Coaching & Digital Marketing Strategies

CEO and Founder - Woodard Consulting and Woodard Events - Intuit Premier Reseller, QuickBooks Consultants and Mid-Market Inventory Management Consultants - Atlanta Georgia Host - "Scaling New Heights" - An Advanced Training Conference for QuickBooks ProAdvisors Host - Woodard Network - the world's largest independent professional network specifically designed for certified QuickBooks ProAdvisors Contract Author and Instructor - Intuit, Inc. Member - Intuit Writer/Trainer Network Member - Intuit Premier Reseller Program Host - Tech Makeover - a documentary show broadcast at www.woodard.com/media Host - Scaling New Heights Podcast Specialties: Software consulting, channel development, event production, professional speaking and training

I assist small business owners, bookkeepers and accountants to adapt to new cloud accounting software in Australia. Through this we'll help you save time, grow your business, improve your marketing and more importantly attain a work-life balance you enjoy. In order to achieve your goals, you must be a leader and a believer. Your peers need to feel part of something real and exciting in order to succeed. Turning up to work is just not enough. I believe in creating a positive environment that stimulates and motivates people. An environment that allows people to grow, develop and most importantly enjoy their work. I am committed to: - Continuous learning and development. - Maintaining constant feedback channels. - Enjoying myself and having fun. - Succeeding. I have extensive experience across the payments and ecommerce sector as well as the accounting and fintech industry. I've managed teams of up to 25 people at any one time across all of my roles. I'm always looking for new opportunities to learn and grow my personal brand.