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.
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