The CFO Project

Your Secret Weapon To Dramatic Growth: The Client Experience


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Join us in this enlightening episode of "Escaping the Accountant's Trap" as we delve into the art of creating an exceptional client experience that leads to growth and prosperity. Host Adam Lean invites special guest Katie Tolin, an expert outsourced growth officer for CPA firms and the chief growth guide of CPA Growth Guides, to share invaluable insights.

Discover how breaking free from the traditional accounting mindset and embracing specialization can transform your firm's trajectory. Katie unveils the power of niching down to specific industries or service types, enabling you to connect deeply with your target audience. Learn how to overcome the roadblocks of industry ingraining and take actionable steps to ingrain yourself within your chosen niche, from attending events to crafting engaging content. Whether you're a seasoned practitioner or a new entrant in the accounting world, this episode offers a roadmap to unlocking growth and fulfillment by enhancing the client experience. Tune in now and embark on a journey towards professional expansion!

Learn More About The CFO Project:
https://thecfoproject.com/

Visit Katie's Website:
https://www.cpagrowthguides.com

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The CFO ProjectBy Adam Lean

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