Your CPA Firm's Advisory Journey Starts Here
Proven Resources for Your Firm
You have a vision for your firm, but you are not sure how to get there. Been there. Done that. And still going! Now we're also sharing our resources to help firms like you transform from high-volume to high-value services.
#1 Challenge Firms Face
Burnout from juggling too many client relationships and projects, strict deadlines, and pouring your time and expertise into commodities, like tax returns, that are not valued by most clients.
There's not enough time
Most accounting firm owners are knee-deep in preparing compliance requirements like complex tax returns and other commodities which clients only value because they are required by the government or a financial institution. You know that you could offer more value to your clients through business and tax planning, but struggle to find the time on your calendar to offer the meeting let alone prepare for it.
Too many relationships
Honestly, can you even call them "relationships" when you only hear from your clients once or twice a year, and you are trying to keep up with hundreds or even thousands of them at a time? Your clients expect your advice and the resulting financial benefits. You know with fewer client relationships, you could really bring value to your clients through your experience and expertise, but what about the revenue you'd lose?
for the Team of 3
Access sample tax return checklists used by our Client Controllers and Client CFOs
What type of business owner are you?
Stretched Rubber Band
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Which one will you be?