In this episode, I’m taking you behind the scenes of a unique experience: a meeting with a top 10 accounting firm and the surprising challenges they face.

I’ll share my candid advice to them and reveal how their struggles are actually similar to those of smaller firms. We discuss the limitations of hourly billing, the benefits of value-based pricing, and how their resistance to change is holding them back. For firms like yours, this is a reminder of the advantage you have in being nimble and adaptable.

I also walk you through a busy week at my practice, from leading an important strategy meeting with my “generals” (my key managers) to taking back the reins on sales calls. You’ll hear how I coach my team to improve their sales skills using real call recordings and scripts, as well as the ways we use our content to pre-qualify leads, making our sales process more effective.

We’ll dig into why I believe in creating a culture of appreciation, how I communicate my vision to my team, and why I’m committed to maintaining a flexible, supportive work environment.

Tune in to learn:

The inside story of my meeting with a top 10 firm and what we discussed
My method for coaching my team on sales and conversion skills
The importance of aligning your team with your vision and values
Why value-based pricing is the future and how to apply it to grow profits

This episode is packed with strategies you can use to lead your team, elevate your sales approach, and get paid fairly for the value you bring. Dive in, and as always, let me know what you think—I’d love to hear from you!

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#185 My Advice To A Top 10 Firm 33:27 Share

The Profitable Accountant Podcast

Shownotes Transcript

#185 My Advice To A Top 10 Firm