Session
Choosing the Right Client for your Accounting Firm
How would it feel to work with only those clients you actually enjoy working with, that want the services you offer, that you have an organic rapport with, and that refer you to more people like them? You've heard presenters tell you to fire clients a million times, but firing clients doesn't help if you don't actually know what types of clients you should work to attract and keep. It shouldn't be a "gut instinct" thing. You should have a definition and process for understanding the ideal client so you can build that firm of your dreams around the clients of your dreams.
Your presenter will share how to go about defining the ideal client for your firm, provide templates he uses in his own firm, and give you tips and tricks that have allowed him to successfully build a thriving firm based on the right clients.
Learning Objectives:
1. Define the traits of your dream clients.
2. Discuss best practices for shifting your current client mix to this new bundle of clients.
3. Reconcile the clients needs with your own
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