Your Clients Need You Now More Than Ever
We are entering a recession as a result of the coronavirus pandemic. Recessions have a way of highlight weaknesses, both yours and your clients. If you have been relying on tax compliance and accounting services for your firm’s growth things are about to change drastically.
The equally good news is that if you have been looking for opportunities to differentiate your firm and serve business clients in a meaningful way things are about to change drastically.
We are on the precipice of the most massive transfer of market share in history.
And if your clients are well equipped they will come out the other side of this with a once in a lifetime opportunity to experience massive business growth.
The world is quickly being separated into four types of businesses.
Essential, well-run businesses
Essential but surviving businesses
Non-essential ill-equipped businesses
Non-essential adapting businesses
The businesses in the middle will give up massive market share to those on the outside
The Consulting CPA is designed to teach you the skills necessary to help your clients build and execute strategic plans to take advantage of this unique period in history.
Your clients are looking for someone to help them through this.
Do you have the tools in your toolbox to do it?
My Story
I'm Joey Brannon, a CPA from Southwest Florida. In 2005 I opened my own tax and accounting firm, Axiom CPA. For me, taxes and accounting were the gateway to a client's business operations. I wanted to roll up my sleeves and help them grow their business. Why? Because the constantly changing world of small business has always been more interesting to me than debits, credits and tax returns.
Over the course of the next seven years my strategic planning and consulting role with clients grew to the point that I sold off the tax and accounting clients to focus exclusively on my core business owners. That was in 2012. Since then I've continued to grow the consulting practice and hone my approach to working with small business owners.
In 2016 we launched The Consulting CPA. Our mission is to teach other CPA's how to be the strategic consultant and coach small business clients want. There's nothing better than being part of a client's business growth and transformation. I've seen it happen with my clients. I want you to see it happen with yours.
Next Steps
The program teaches you how to do strategic planning, execution and coaching…
for small business owners (we have clients from <$1M to >$30M in revenue)….
You will meet with clients monthly or quarterly and check-in on them periodically…
You can consult virtually or in-person (there are advantages to both)…
You should be charging clients between $10,000 and $12,000 to get started…
You should be charging between $3,000 and $12,000 monthly…
Your engagements should be perpetual (you will have clients and recurring revenue for years)
You need to be willing to invest a fraction of what you will make on your first engagement
If you are interested in going through the program schedule a 45 minute one-on-one call to get more information and make a decision.