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Acquiring and retaining clients is crucial for maintaining a successful accounting practice. 

But not all potential clients are the right fit for an accounting firm, and working with the wrong clients can drain resources and decrease overall profitability. 

One solution to this problem is offering paid intensives to pre-filter potential monthly accounting clients. 

This approach allows firms to work closely with clients over a short period to assess their needs, expectations, and overall fit before committing to a longer-term relationship. 

In this episode, Sheila Hansen shares her insights on offering her one-time services, particularly the benefits of paid intensives.

Sheila is a CPA from Omaha who focuses on creatives striving for $250K and above in revenue.

Highlights:

—  “Clients know they need an accountant, but they may not know exactly why having a good one is important.”

— “Whether clients have a bookkeeper or are keeping books themselves, often they don’t know what their financials are telling them.”

— “While it might be tempting to “teach clients everything,” often clients find value in just one or two steps that make an impact.”

— “When it came to offering this type of intensive, I finally just put it out there – tried it, tested it – to see what worked.”

Connect with Sheila:

Website: https://www.hansenllc.net/

Instagram: https://www.instagram.com/sheila.hansen.cpa/

LinkedIn: https://www.linkedin.com/in/sheila-hansen-cpa/

Episode mentions:

235 Advanced Decisions

https://businessstrategyforcpas.com/235

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7