Are misaligned clients holding your firm back?
Your clients are the foundation of your firm's success, but the wrong ones can drain your time, energy, and profitability. The right ones, on the other hand, will put you on the path to long-term stability and growth.
In this ebook, you'll learn how to build a client-base that's aligned with your values and goals, drives consistent profit, and makes your firm more enjoyable to run. You also learn how and when to walk away from the clients that are holding you back...because at the end of the day, you choose your clients—not the other way around.
Written by Jason Blumer, CPA, this ebook goes beyond theory. It provides actionable strategies that you can implement immediately to optimize your client base and take control of your firm’s future.
Included in the ebook:
Key principles for building a sustainable client base
How to assess and optimize your current client relationships
Effective onboarding processes to attract the right clients
Strategies for culling misaligned clients without disrupting your firm
Techniques to align your client base with your firm's goals
