Charlie Price, CPA's Linkedin Analytics

If you are an accounting or tax firm owner that has big goals for 2025 Theres only 2 ways you can grow towards hitting those targets #1 which is the most common one… is bringing in more clients for your traditional services like accounting and tax For many of you I know the idea of bringing in more of the same is terrifying Youre already working with tons of accounting and tax clients you’re overworked you’re overwhelmed you're stressed out you're pushing towards tax deadlines you're missing time during busy season that you want to be spending with your family you’re working weekends you may even have health issues coming up from all the stress and overwhelm with client delivery What if i told you theres a different way A simpler way And that way is making your current and future clients worth more The way that we do that is through packaging and selling high profit premium services These are monthly services like advisory and cfo that allow us to communicate in a very compelling way to our clients not just how we can help them with traditional compliance But how we’re going to help them achieve their goals together and be their strategic partner together So we're able to create much more impact with fewer clients while generating more profit And this doesnt require much more fulfillment time I was on a call with an accounting firm owner that had a goal that they wanted to increase their revenue for the year by 30% And we determined that it would take 120 additional tax clients to hit their revenue goal for the year We also did the math on how many premium monthly clients it would take to achieve their revenue goal..and we came to 3 to 4 additional clients. To match the same revenue it would take by bringing in 120 tax compliance clients and all the overwhelm, client work, and communication that comes with that We’ve worked with over 215 accounting firm owners to help them package promote and sell these premium monthly services We’ve gotten this down to a science. We’ve seen many accountants add 6 and multi-6 figures by implementing this And I am so passionate because I see this amazing path for so many more firm owners to move away from all the stress and to live a more fulfilling life by having a more fulfilling business If you’re interested in learning more, I did a training that covers the systems our clients are implementing to sell these services to their current and future clients If you want the training, just message me “Premium” directly and I’ll get it over to you. Here’s to your success