Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Change Your Role: Transform From Accountant To Profit Advisor


Listen Later

As an accountant, tax advisor or accountant, do you also want to be relevant to your customers in the future? Do you want to continue to earn a good income without having to double your customer base? Then you have to add value that goes beyond putting the numbers in order: become a profit advisor!

As a financial expert, doing the accounting and taking care of the tax returns was the goal of your work. Thanks to automation, computers take more and more of the standard tasks.

With my team, I train accountants and accountants to Profit First Professional.

A Profit First Professional is: • A Bookkeeper, Accountant or Business Coach who uses the Profit First method to guide his customers to a profitable (er) company.

What will it bring you? • You attract high-quality clients with greater ease, who are happy to pay you well because you provide first-class services. • You switch from an hourly invoice to a price structure in which you are paid for the value you provide so that you do not have to work as hard. • You learn how to really help the customer become more profitable, instead of focusing on tax and accounting details. • Gain more confidence and skills by anticipating your industry, achieving your own financial goals and helping customers really build a financially successful and profitable business! • You build your own company so that you earn well with less effort and more fun.

I am the author of the bestseller Finance for freelancers and contributed to the Dutch edition of Profit First. I am the author of De Winstadviseur.

As a speaker I like to inspire the following target groups: - Bookkeepers, accountants and tax advisers (Lecture: The Profit Advisor) - Entrepreneurs (Lecture: Profit First)

www.profitfirst.nl www.profitfirstprofessionals.nl www.dewinstadviseur.com [email protected]

...more
View all episodesView all episodes
Download on the App Store

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsBy Jetpack Workflow

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

73 ratings


More shows like Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

View all
Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

261 Listeners

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business by Mike Michalowicz

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

84 Listeners

The StoryBrand Podcast by StoryBrand.com

The StoryBrand Podcast

1,930 Listeners

Built to Sell Radio by John Warrillow

Built to Sell Radio

212 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

424 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

336 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

253 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

46 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

90 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

27 Listeners

The Unique CPA by Randy Crabtree, CPA

The Unique CPA

24 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

28 Listeners

The BetterLife Podcast by Brandon Turner and Cam Cathcart

The BetterLife Podcast

839 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

59 Listeners