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Interview on the Life Style Accountant Show

I was recently interviewed by Meryl Johnston, host of The Lifestyle Accountant Show. The podcast helps today’s accounting firm leaders build successful businesses while living healthy, happy lives.

The lifestyle accountant show

In this episode, I talk about:

  • Studying the CA program, working and bringing up three kids

  • The pros and cons of listing a minimum fee on the website

  • Why you should ask leads, ‘What would you love your accountant to do for you?

  • How to avoid giving free advice during the discovery process

  • Whether to send proposals via email or go through them on a call

  • How to keep clients ‘warm’ if they are waiting 3-4 months to be onboarded

  • The impact on workflow and capacity planning after implementing a waitlist


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