Discover how to reduce client churn and increase referrals for the firm's growth with this 5-pronged approach,

The Simple 5-Pronged Approach to Increase Client Retention

An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.

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Implementing cybersecurity measures to safeguard your firm should be a priority. Discover in this episode why it's very important.

Making Cybersecurity a Priority in 2024

To market to existing clients, you can use various strategies like newsletters, guides, etc. Learn which tactic is better than them all.

The Marketing Tactic You Should Be Using (But Aren't)

Marketing is the practice that most firms use to attract new clients. But, do you really need it? Find out in this episode.

Do You Even Need Any Marketing

Perfectionism is a common pitfall for accountants, but it stunts business growth. In this episode, I'll share practical tips to overcome it.

Perfection Doesn't Scale

Many firm owners work too much without a break. In this episode, I'll share a system to boost your profits while cutting your work hours.

The Simple 5-Pronged Approach to Increase Client Retention

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