Accountants need to track their own numbers. I get the irony, you are accountants, you help clients with their finances and tax every day - but are you consistently measuring, reviewing and setting targets for your own numbers? I share some of the basic numbers and metrics you should be tracking at least monthly. When you look at productivity, average hourly rates and average fee per client you are going to be shocked. But that will give you a baseline to improve upon as you implement Modern Firm Practices. 

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Modern Firm Practices hosted by Brad Turville | A weekly show for accountants on how to become the Modern Accountant and implement Modern Firm Practices into your firm

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For monthly LIVE Modern Firm Trainings and Ask Me Anything calls, plus access to prior trainings, join Modern Firm Practices Membership: https://ModernFirmPractices.com

Looking forward into the year ahead you have the OPPORTUNITY TO REDEFINE YOUR BRAND and become whoever you long to be. This may be redefining your firm or yourself.... or both. In this episode I talk about: 

 - what do you stand for, 

 - your standards, 

 - identifying as a Modern Firm Practice, and 

 - what habits would a Modern Accountant have.  

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Modern Firm Practices hosted by Brad Turville | A weekly show for accountants on how to become the Modern Accountant and implement Modern Firm Practices into your firm

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For monthly LIVE Modern Firm Trainings and Ask Me Anything calls, plus access to prior trainings, join Modern Firm Practices Membership: https://ModernFirmPractices.com

Choosing the type of ideal clients you would love to work with isn't always at the top of your to-do list - but maybe it should be. The key is getting specific. This makes it easier to: 

 - market your services, 

 - attract new [ideal] clients, 

 - get referrals, 

 - package and price your services, and 

 - reduce the moving parts in your firm. 

I share a simple exercise you can do right now to start mapping your ideal clients and discuss the concept of "pruning the roses."  

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Modern Firm Practices hosted by Brad Turville | A weekly show for accountants on how to become the Modern Accountant and implement Modern Firm Practices into your firm

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For monthly LIVE Modern Firm Trainings and Ask Me Anything calls, plus access to prior trainings, join Modern Firm Practices Membership: https://ModernFirmPractices.com

Client Meetings are a core daily activity of any accounting firm - but how effective are they being run? Today I discuss ways to: 

 - IMPROVE the quality and insights from each meeting including talking to clients about future goals, 

 - asking for feedback [good and bad], 

 - pricing, 

 - scope stretch, 

 - value register, 

 - stop selling start helping, and 

 - burning issues  

Modern Firm Practices hosted by Brad Turville | A weekly show for accountants on how to become the Modern Accountant and implement Modern Firm Practices into your firm

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For monthly LIVE Modern Firm Trainings and Ask Me Anything calls, plus access to prior trainings, join Modern Firm Practices Membership: https://ModernFirmPractices.com

Today I talk about Customer Experience and dig into how your customers [and prospects] feel when they interact with you. Do you leave a WOW factor on them? I look at:

 - a better experience when onboarding, 

 - at year end tax time, and 

 - a handful of my favourites.  

Modern Firm Practices hosted by Brad Turville | A weekly show for accountants on how to become the Modern Accountant and implement Modern Firm Practices into your firm.   

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Resources: 

20 Customer Experiences Ideas

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For monthly LIVE Modern Firm Trainings and Ask Me Anything calls, plus access to prior trainings, join Modern Firm Practices Membership: https://ModernFirmPractices.com

In this episode I talk about pricing and how accountants [and service based businesses] are constantly underpricing themselves plus:

 - hourly rates, 

 - scope stretch, 

 - write offs, 

 - alternate pricing models, 

 - value pricing, and 

 - monthly packages.  

Modern Firm Practices hosted by Brad Turville | A weekly show for accountants on how to become the Modern Accountant and implement Modern Firm Practices into your firm.

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For monthly LIVE Modern Firm Trainings and Ask Me Anything calls, plus access to prior trainings, join Modern Firm Practices Membership: https://ModernFirmPractices.com

Episode 1 of Modern Firm Practices hosted by Brad Turville. A weekly show for accountants on how to become the Modern Accountant and implement Modern Firm Practices into your firm. In this episode I share setting: 

 - future aspirations and goals, 

 - laying the tracks backwards, 

 - chunking down, and 

 - accountability. 

References:  

 - The Dan Sullivan Question

 - Psycho-Cybernetics

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For monthly LIVE Modern Firm Trainings and Ask Me Anything calls, plus access to prior trainings, join Modern Firm Practices Membership: https://ModernFirmPractices.com