CPA Firm Profitability

Designing your business around your ideal client

Colin Dunn
November 22, 2021
25
minute read

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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