Accounting Firm Coach: Office Hours

Accounting Firm Coach: Office Hours

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Accounting Firm Coach: Office Hours episodes

  • 171 Ongoing Services Are Costing Your Firm Profit

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    24 min
  • 170 Shut Up And Make Something!

    Here's that ridiculous thing I made 🫠 I hope you like it https://youtu.be/9ocqDrWYivs?si=OpwIFshIopyIbuV5

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    31 min
  • 169 Managing Knowledge In An Accounting Firm

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    33 min
  • 168 My 2024 AI Predictions for the Accounting Profession

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    52 min
  • 167 Designing An Accounting Firm Around Client Needs

    Jay Clouse's Problems Database https://x.com/jayclouse/status/1737493951341359582?s=20

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    35 min
  • 166 Launch A New Accounting Firm Or Stay Put

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    32 min
  • 165 A Guide To Renewals in Accounting Firms

    The renewal tools I mention:
    Knuula https://knuula.com/
    Ignition https://ignitionapp.com/
    GoProposal https://goproposal.com/
    Anchor https://www.sayanchor.com/

    Decoy Pricing https://www.shopify.com/enterprise/108418950-decoy-pricing-the-strategies-your-competitors-use-to-get-customers-to-buy-more#:~:text=Decoy%20pricing%20is%20when%20a,the%20target%20looks%20more%20appealing.

    That swipeable bit about how your firm sets its fees:
    "We don't compete with other professionals on price. You can hire professional support at any price point.

    Our solutions solve for four "costs":

    1. Your professional fees
    2. The taxes you pay
    3. Your time
    4. Your peace of mind

    We will devote additional resources to reduce your tax bill as long as it reduces the total outlay of taxes + professional fees.

    To reiterate, the true cost of your tax professional is the total outlay of professional fees + tax spend.

    This often means our professional fees will be higher than those of cost-first firms. This is in your best interest, and minimizes your annual cash outlay.

    For some taxpayers, cost-first works best. Their situation is simple enough to not merit additional effort.

    At [firm], we only engage clients for whom our tax strategies will yield significant savings

    And as soon as your tax situation doesn't merit it, we happily refer out to lower-cost providers."

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    35 min
  • 164 Santa's Top Tips for Accounting Firms

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    37 min
  • 163 Should Accounting Firms Offer Discounts?

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    28 min
  • 162 Don't Watch This One It's About Timesheets

    Chad's bear camp highlight reel: https://vimeo.com/403815235/b5d43c4cb9

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    39 min

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