In this episode, I’m taking you behind the scenes of a unique experience: a meeting with a top 10 accounting firm and the surprising challenges they face.

I’ll share my candid advice to them and reveal how their struggles are actually similar to those of smaller firms. We discuss the limitations of hourly billing, the benefits of value-based pricing, and how their resistance to change is holding them back. For firms like yours, this is a reminder of the advantage you have in being nimble and adaptable.

I also walk you through a busy week at my practice, from leading an important strategy meeting with my “generals” (my key managers) to taking back the reins on sales calls. You’ll hear how I coach my team to improve their sales skills using real call recordings and scripts, as well as the ways we use our content to pre-qualify leads, making our sales process more effective.

We’ll dig into why I believe in creating a culture of appreciation, how I communicate my vision to my team, and why I’m committed to maintaining a flexible, supportive work environment.

Tune in to learn:

This episode is packed with strategies you can use to lead your team, elevate your sales approach, and get paid fairly for the value you bring. Dive in, and as always, let me know what you think—I’d love to hear from you!

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If you’ve enjoyed my podcasts, here’s how you can get more value from me: 

Free stuff 

Get a free copy of my book   The Four Pillars from here

Watch a short 8 min video on how you can win new clients whilst you sleep here

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My inner-circle 

Join 100+ accounting firm owners in the Profitable Accountants Community (the PAC) to get access to the tools, training and tribe to help you grow your firm - without wasting time and money doing it the hard way. Join the PAC NOW! 

For larger sole practitioner firms wanting more support, direction and accountability, access the Profitable Accountants Mastermind including 1-2-1 access to me

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