Earlier this year, I attended both the Accounting Business Expo in Sydney, Australia and the Omie Summit in São Roque, Brazil. And what I found was that the global accounting industry is so connected, and the challenges that financial professionals are facing tend to be similar around the world. This episode digs into how you can find your path to your full potential by embracing changes in the accounting world, redefining what “CFO Level Services” are, and scrapping the assumption that you are inherently trusted by your clients. 

This episode covers a lot of information and cites some sources. If you have questions, please contact us at [email protected] and if you're interested in seeing my sources, you can read the article here: https://academy.myprofitsee.com/path-to-your-full-potential

As cloud-based accounting is adopted, we are subsequently seeing cloud-based applications growing in popularity. But, what are these changes doing to the roles traditionally held by accounting professionals? In this episode of Building Your Multi-Million Dollar Practice, CEO and Founder of ProfitSee, Peter Vessenes, speaks on actions your firm can take to go beyond automation and truly start providing CFO level services for your business owners.

Learn more at www.myprofitsee.com

Growing services revenue is imperative for today’s accounting firms, but it is not an easy change to make. The core of advisory is the ability to have proactive conversations with your clients and to help them understand fiscal management.

On this episode of Building Your Multi-Million Dollar Practice, we listen to ProfitSee’s Director of Australian Operations, James Tobin, discuss how to create more value when you can’t create more time.

This session was originally presented at the Accounting Business Expo in Sydney.

Learn more at www.myprofitsee.com

Globally, we’re seeing a trend of many accounting firms making a push towards providing more value-added services to their clients, even during their traditional busy seasons. But as they make this push, the question arises of how to train their staff to move forward on the same path. In this episode of Building Your Multi-Million Dollar Practice we’re going to dig into the step-by-step process of training your staff.

Learn more at www.myprofitsee.com

The global trend in accounting is to be focusing on the future. Accountants and bookkeepers have more tools than ever before to provide future driven insights and actionable outcomes for their clients. In this episode we will discuss how real-time data and automated reporting enables you to create efficiencies in your practice, have proactive conversations with your clients, and focus on the future.

Learn more at www.myprofitsee.com

Welcome to another episode of “Building your Multi-Million Dollar Business.” James Tobin, the Director of ProfitSee Operations in Australia, joins us today to discuss “Who’s answering your phone?” After calling multiple accounting firms and seeing their general phone protocols, James shares some of the opportunities that were missed, which ultimately could have brought on new clients.

We had such an energized response to the last episode that was filled with coffee puns, so we wanted to bring you another episode that talks about how to make your practice brew-tiful. Let's dive into how to pick a beta client, the length of the trial period with this client, and how to introduce the price. We want you to have confidence in charging for your services. 

To learn more, go to www.myprofitsee.com 

This special episode will be bringing you a new flavor on advisory, brought to you by Brooke from ProfitSee. We're going to be discussing how fiscal management and advisory services go hand in hand and how you can leverage this information to solve the money problem for your SME clients. 

To learn more, go to www.myprofitsee.com 

On this episode of Building Your Multi-Million Dollar Practice we’re discussing how to charge for your services, how retainer based billing increases the value of your services to your clients, and why hourly billing should be a thing of the past.

Learn more at www.myprofitsee.com

On this episode of BYMMDP we're going to tackle the question, "How do you get over the fear of the sale," when it comes to talking to your clients about the services you provide. 

Accountants and bookkeepers are not usually in a traditional sales role, but what's unique about this situation is that you already have the most important aspect of the sale: the business owner's trust. 

Learn more at www.myprofitsee.com