min read

Designing your business around your ideal client

November 22, 2021

Podcast discussing target client for CPA firms offering personal financial planning

CPA Firm Profitability

Colin Dunn

Co-founder

Shannon and I were invited to do a podcast by the AICPA recently. The title of the podcast is Designing your Business around your Ideal Client. It’s 25 minutes long and the core audience is CPA firms offering personal financial planning services.

You’re welcome to listen in here: https://pfplanning.libsyn.com/designing-your-business-around-your-ideal-client-pfp-section

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