Implement and own the process used by leading small to mid-sized accounting firms for stopping the madness of tax season and growing a profitable firm based on target clients only.
Revenue up 32%
Average revenue per client up 137%
Number of clients under $1K down 84%
Total number of clients down 53%
The results are medians across all firms. The outcomes are typically achieved over three tax seasons. The firms worked with range from $250K to $3.5MM in revenue.
We help accounting firms implement new targeting strategies to attract better clients and more profitable engagements.