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Deeper Weekend 2014

Posts Categorized:

CPA firm

Choose your favorite writer

  • Adrian Simmons
    Adrian Simmons
  • Bryan Coleman
    Bryan Coleman
  • Greg Kyte
    Greg Kyte
  • guestblogger
  • Ian Crook
    Ian Crook
  • Jason Blumer
    Jason Blumer
  • Jennifer Blumer
    Jennifer Blumer
  • Scott Kregel
    Scott Kregel

I was working with a firm owner recently, and we were exploring where his clients were really coming from. He has been growing, but he didn’t really have a website and he wasn’t really marketing. How can you grow if you don’t have a website, a logo, or participate in marketing activities? Similar question: why do some firms fail to grow when they do have a solid website, a logo, and participate in marketing?

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So you value priced your customers. You thought you nailed it. You had value conversations to determine which results you provide that your customers will gladly pay for. You gave fixed price options. You burned your time sheets. You sold access to your intellectual capital.

 

And then tax reform came along with nine days left in 2017 and everybody has questions. EVERYBODY. You have questions. Colleagues are calling and emailing you to see if you know stuff, but you don’t, so you’re calling and emailing colleagues who are bigger nerds than you to see if they know. And even when you do find an answer, it comes with a disclaimer like “from what we can tell at this point” or “I’m not sure, but it appears as though” or “this is a total shot in the dark, I really have no f***ing clue.” Read more

Category:
CPA firm, Pricing, Taxes
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Most clients pay us from January to December each year. We draft their fees monthly. Sweet cash flow! So every December, Julie and I go through client renewals with our clients. Though the renewal season is only a month, the process seems to take forever. Who will renew? Who will leave? Will someone step up their agreement with us? Will next year be short of this year in terms of monthly revenue? Yay, they doubled their contract! Wait, no they went back to what they had last year. Ugh. Honestly, it’s painful to walk through. For us and our team (since our technical team is paid a percentage of our revenue). But every year. Every year we make it through. We come out on the other side, and we learn something new, and we become a new firm from the process. We walk through scary places together, and we are a stronger team because of the trenches we found ourselves in. We’ve done our annual renewals like this for many years, and it’s honestly hard every year. Read more

I led with a provocative title. I hope I got your attention! I’m not just trying to trick you into reading this article; I actually believe the title is true. But I know it takes a while to get to a place where accounting firm owners can give up performing accounting. The whole reason I bring this up is because I’ve been interested in what it takes to scale an accounting firm lately (I actually wrote a free guide to help you do just that). I’ve been interested in this topic because Jeff Phillips, CEO of Accountingfly.com and myself will be teaching on how to scale your accounting firm at this year’s Deeper Weekend conference (see more details below).

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Category:
CPA firm, Deeper Weekend
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Scott Kregel, CPA is building his firm in Pennsylvania. He leads Kregel & Company, CPAs, and he has been a Thriveal member for many years. He began years ago in our coaching course to help CPA firm owners think differently about how they build their firms. And now Scott Kregel has been growing his firm, and fully participating in the Thriveal community and in Deeper Weekend.

 

Here is what Scott said recently,

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