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Previous Issues of The Firm You Want

TFYW#084: The  Reason Some Changes Don’t  Work

TFYW#084: The Reason Some Changes Don’t Work

This week, I am getting into how to make changes in our firms. Down Round In 2019, one of my tech clients was raising funds. It was their third round of fundraising, and they were struggling to find investors. The company had already raised nearly $3M with very little...

TFYW#083: 7 Ways to Charge More For Your Time

TFYW#083: 7 Ways to Charge More For Your Time

This week, I want to get into how we can structure and charge more for expertise. It's All About The Communication My first subscription client, Jason, ran a construction company. He was a long-time friend, and his monthly fee was embarrassingly low, and the service...

TFYW#082: Four Different Advisory Offers

TFYW#082: Four Different Advisory Offers

This week, I'll get into the step-by-step process of offering strategic advisory. Caught up on Labels Offering advisory was intimidating. It seemed like a huge leap. I was stuck in my head about what I could and couldn't do. How could a young CPA and new accounting...

TFYW#081: The Bait and Switch with Compliance

TFYW#081: The Bait and Switch with Compliance

Why Clients Buy When I started my firm, I didn't understand 'why clients buy.' I came from a large firm where I was assigned work, and that was my only responsibility. I didn't see the sales process at the front end of the engagement or the wrap discussions on the...

TFYW#080: The Revenue Metric You Shouldn’t Miss

TFYW#080: The Revenue Metric You Shouldn’t Miss

Understanding Revenue I am just finishing up a Firm Systems Audit for a CFO firm. The audit includes getting into each of the nine key systems of the firm. We started with the Firm's Strategic Trajectory and moved down to the client-facing systems. The firm owner's...

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