This potent webinar is for accounting firm partners. For decades, accounting firms have operated a traditional business model focused on being all things to all people. As a result, firms take on too many clients which causes poor service to clients and exhaustion among firm members. This deadline-driven, reactive model has had a deleterious impact on individual firms and the profession at large by pushing prices down, letting clients define working relationships, making firm workers bear the burden of low-value clients, and leaving good clients with poor service. But there is a better way.
 
Learning Objectives:

• Evaluate the benefits of a CPA firm subscription model and how to transition clients to this new model


• List ways that a subscription model commands premium prices over traditional models


• Recognize how to position the subscription model as a win/win for the firm and clients and shift thinking to price for access


• Identify how to reduce the number of meetings you hold while obtaining better results and key metrics for modern firms


• Evaluate the process to create a year-round tax and advisory subscription model for sustainable growth


• Recognize how Phocus Accounting converted many of their clients to a subscription model to alleviate these lasting problems


• Name simple steps to transform your firm quickly and with little risk